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stephanie vinton

AR aging report

Posted By

Hello,

I am new to Sage and we recently converted from another ERP..

We are looking for a report with the following information that can be exported to excel.. 

Customer, Customer Name, Job, Job Name, Invoice Number, Invoice Date, Invoice Due Date, Amount unpaid and buckets (30,60,90, 120+) of invoice aging.

Any recommendations on which of the standard reports in Sage would work?  So far, I have not yet found one that meets the CEO and CFO's requirements.  As I'm not a finance person, I'm a little behind the curve.

Also, if there isn't a standard report that works we are also open to having a Crystal Reports designed.

Thanks - Stephanie

[email protected]

Parents
  • 0

    Hi Stephanie,

    You may want to look into Office Connector for Sage 300 CRE for reporting in Excel formats. It's an Excel-based reporting tool that works with our data to produce reports in Excel.

    PM me your account ID if you would like me to have someone contact you with more information.

    Thanks!

Reply
  • 0

    Hi Stephanie,

    You may want to look into Office Connector for Sage 300 CRE for reporting in Excel formats. It's an Excel-based reporting tool that works with our data to produce reports in Excel.

    PM me your account ID if you would like me to have someone contact you with more information.

    Thanks!

Children
  • 0 in reply to Jesse Gordon

    Thanks Jesse, we found a consultant to help us with the initial report.  We are now looking for someone who can help us with automation of data entry.  We use salesforce for bidding and estimating.  Because creating a job or contract is not available via Sage's API, our goal is to pull a report from SF and have an RPA bot or MS Power Automate enter the new job and contract into Sage.  Is this a service offered by Sage?  Or can you point me to a consultant or other user of Sage 300 CRE that may have experience with creating this type of automation for Sage data entry?

*Community Hub is the new name for Sage City