Category: Reporting

Sage Business Intelligence Report Designer

Sage Business Intelligence is now included with Sage 300cloud (Accpac) and offers several optional components including the Report Designer. The Report Designer is an Excel-based extension that allows you to generate financial statements in seconds. Further, you can edit or create financial report layouts using simple drag and drop functionality. In this tutorial, we provide an introduction to the Report Designer, so that you’ll be able to access it, run reports and understand its editing capabilities.

1099 & CPRS Reporting in Sage 300cloud (Accpac)

Accounts Payable in Sage 300cloud (Accpac) can maintain 1099 and Contract Payment Reporting System (CPRS) information for vendors subject to these US and Canadian reporting requirements. In this tutorial, we walk you through the setup of Accounts Payable for 1099 and CPRS reporting, and show you how to process transactions for vendors that fall under these requirements and finally how to generate the 1099 and CPRS reports.

Bank Transaction Inquiry

The Bank Services module in Sage 300cloud (Accpac) includes a Transaction History Inquiry that allows you to lookup cash transactions and drill back to source documents. In this tutorial, we take a look at some examples of how it can be used.

Exporting Data to Excel

One of the most common questions from Sage 300cloud (Accpac) users is how to export data into Microsoft Excel. So in this tutorial, we show you several methods that you can use.

Portal Inquiry Tool

The Sage 300cloud (Accpac) portal, introduced in version 6.0, includes an Inquiry tool that you can use to easily retrieve information and create and save ad-hoc reports. In this tutorial, we take a look at how it works.

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