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Getting brought forward to work correctly in Statements
-
- User
- Posts: 31
- Joined: 05 Dec 2012, 17:01
- Sage Version: v2009 15 UK/Europe/Africa
Getting brought forward to work correctly in Statements
Hi all.
I have redesigned a report for statements in Line 50 for email output to include outstanding invoices and credit receipts and after MUCH trial and error I have it working properly - all except for ONE important factor.
I cannot seem to get the setting correct for Balances brought forward. The problem manifests itself by stating that there is no data found even thoughif I run the statement with a date BEFORE the brought forward value so as to make the invoice appear, then everything displays correctly.
Any ideas please?
I am using the function CRITERIA.TRAN_DATE_BFCF_FROM to call up the brought forward balance in an identical manner as far as I know to another statement layout which DOES work correctly. It's obviously something very minor but I cannot solve it.
Has anyone else ever come across this or a similar problem and more importantly found a solution?
I am using version 15.01.20.0191.
Thanks in advance.
Peter
I have redesigned a report for statements in Line 50 for email output to include outstanding invoices and credit receipts and after MUCH trial and error I have it working properly - all except for ONE important factor.
I cannot seem to get the setting correct for Balances brought forward. The problem manifests itself by stating that there is no data found even thoughif I run the statement with a date BEFORE the brought forward value so as to make the invoice appear, then everything displays correctly.
Any ideas please?
I am using the function CRITERIA.TRAN_DATE_BFCF_FROM to call up the brought forward balance in an identical manner as far as I know to another statement layout which DOES work correctly. It's obviously something very minor but I cannot solve it.
Has anyone else ever come across this or a similar problem and more importantly found a solution?
I am using version 15.01.20.0191.
Thanks in advance.
Peter
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Getting brought forward to work correctly in Statements
can you attach the statement to a post so I can have a look for you?
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-
- User
- Posts: 31
- Joined: 05 Dec 2012, 17:01
- Sage Version: v2009 15 UK/Europe/Africa
Re: Getting brought forward to work correctly in Statements
Thanks Bruce.
Please find it attached.
Best regards
Peter
Please find it attached.
Best regards
Peter
Login to access the files attached to this post.
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Getting brought forward to work correctly in Statements
It seems to work fine for me!
I ran it against my demo data
Attached are your statement and a standard sage statement showing the transactions that your statement has grouped.
I ran it against my demo data
Attached are your statement and a standard sage statement showing the transactions that your statement has grouped.
Login to access the files attached to this post.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
-
- User
- Posts: 31
- Joined: 05 Dec 2012, 17:01
- Sage Version: v2009 15 UK/Europe/Africa
Re: Getting brought forward to work correctly in Statements
Thanks for ALL your help Bruce - it really is much appreciated! I set the criteria to include "Brought Forward" and this cured THAT problem
Did you at one stage have a document on emailing from Sage? I saw a link somewhere in the forum but it seems to have gone.
I inadvertently deleted one of the criteria items though " Include Future" and have NO IDEA how to put it back on the list.
Is there a trick to making the criteria "Exlude Future payments" into actually working?
It works on an original Sage layout but not on my one even though there is nothing different as far as I can see.
I read on the "makingithappen" page information about sending with MAPI and the problem that you must send each one individually and tried tinkering with the SMTP settings to get round this.
I get the following error message
"Mailbox name not allowed. The server response was: sorry that address is not in my list of allowed recipients - no valid cert for gatewaying (#5.7.1)"
Is this a Sage problem or is does it lie with my Internet and Email provider? MS Outlook is giving me a REAL headache also. I did each one individually and the outbox filled up and went on strike.
I am still having great trouble sending the emails and am getting near to giving up and getting drunk! Care to join me?
Thanks again
Peter
Did you at one stage have a document on emailing from Sage? I saw a link somewhere in the forum but it seems to have gone.
I inadvertently deleted one of the criteria items though " Include Future" and have NO IDEA how to put it back on the list.
Is there a trick to making the criteria "Exlude Future payments" into actually working?
It works on an original Sage layout but not on my one even though there is nothing different as far as I can see.
I read on the "makingithappen" page information about sending with MAPI and the problem that you must send each one individually and tried tinkering with the SMTP settings to get round this.
I get the following error message
"Mailbox name not allowed. The server response was: sorry that address is not in my list of allowed recipients - no valid cert for gatewaying (#5.7.1)"
Is this a Sage problem or is does it lie with my Internet and Email provider? MS Outlook is giving me a REAL headache also. I did each one individually and the outbox filled up and went on strike.
I am still having great trouble sending the emails and am getting near to giving up and getting drunk! Care to join me?
Thanks again
Peter
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Getting brought forward to work correctly in Statements
You can Add back in a criteria you have deleted.
Attach the problem layout and I will see if I can spot the problem.Is there a trick to making the criteria "Exclude Future payments" into actually working?
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
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