Need more, need help now?
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals
- - - - - - - - - - - - - - - - - - pay-as-you-go support - no contract - tenth of an hour billing - expert help - fast service - no call queues
Need integration?
- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
Need a report?
- - - - - - - - - - - - - - - - - - Excel reporting that pulls data from Sage - custom layouts - layouts that change adapt to your brands and/or for drop shipping.
Want web hosting?
- - - - - - - - - - - - - - - - - - Your own domain name - email - a shop - wordpress - woo commerce - ticket systems - help desks - forums - portals
Search found 8 matches
- 27 Aug 2017, 17:24
- Forum: Sage 50 Report Designer
- Topic: Can I report P&L monthly breakdown by department
- Replies: 10
- Views: 11058
Re: Can I report P&L monthly breakdown by department
Hi Bruce, Thanks for following up on this. In the end, the accountant I got to help had mistakenly put all the opening balances from the previous year into the wrong funds, which caused problems for unrestricted and restricted balances (profit/loss was ok). He wasn't able to help rectify the situati...
- 03 Oct 2016, 15:27
- Forum: Sage 50 Report Designer
- Topic: Can I report P&L monthly breakdown by department
- Replies: 10
- Views: 11058
Re: Can I report P&L monthly breakdown by department
Hmm, I was thinking of running monthly profit/loss reports by department, one month at a time, one department at a time, and copying onto a master spreadsheet. I think that should work, shouldn't it?
- 29 Sep 2016, 17:31
- Forum: Sage 50 Report Designer
- Topic: Can I report P&L monthly breakdown by department
- Replies: 10
- Views: 11058
Re: Can I report P&L monthly breakdown by department
Thanks for confirming that Bruce. I think I'll just export period reports for all twelve months and put them together into a single spreadsheet. At least I know that there's not an easier way of doing it now. Thanks for your advice.
- 28 Sep 2016, 20:41
- Forum: Sage 50 Report Designer
- Topic: Can I report P&L monthly breakdown by department
- Replies: 10
- Views: 11058
Re: Can I report P&L monthly breakdown by department
Hi Bruce, Thanks for your reply. Yes, I saw those reports which allow filtering by department. However, they only display period and year to date. They don't display monthly; Jan, Feb, Mar... Dec. Alternatively, filtering by funds would work instead as my funds and departments are almost correspondi...
- 28 Sep 2016, 13:27
- Forum: Sage 50 Report Designer
- Topic: Can I report P&L monthly breakdown by department
- Replies: 10
- Views: 11058
Can I report P&L monthly breakdown by department
Hi, I've got a charity I'm doing accounts for, but I need to be able to report the monthly figures for the main department separately from the foodbank department. I'm looking to produce two separate reports,one for each department, with values for each month. I've tried to add criteria and filters ...
- 18 Jun 2016, 11:51
- Forum: Sage 50 UK version General Help
- Topic: Just moved to Sage 50, problems with unreconciled items from previous year
- Replies: 4
- Views: 3351
Re: Just moved to Sage 50, problems with unreconciled items from previous year
Hi Bruce, That is very helpful. I'm starting to understand things a bit more. The bank transfers I'll do just as you say. The supplier payment was probably wrongly described. I should have said that it was an invoice received and paid immediately, with both invoice date and payment date in the previ...
- 18 Jun 2016, 08:56
- Forum: Sage 50 UK version General Help
- Topic: Just moved to Sage 50, problems with unreconciled items from previous year
- Replies: 4
- Views: 3351
Re: Just moved to Sage 50, problems with unreconciled items from previous year
Thanks Bruce. Yes, I had dated everything at the last day of the previous year when posting opening balances and unreconciled bank transactions. One example, a payment to a supplier at the end of the last financial year was not reconciled at the bank until weeks after the start of the new financial ...
- 16 Jun 2016, 21:12
- Forum: Sage 50 UK version General Help
- Topic: Just moved to Sage 50, problems with unreconciled items from previous year
- Replies: 4
- Views: 3351
Just moved to Sage 50, problems with unreconciled items from previous year
Hi, I've just installed Sage 50 (for charity), v22.1.10.394 on Windows 10 Pro x64. I'm putting in the data from the start of our financial year. However, I'm struggling with getting the unreconciled items from the previous financial year set up correctly so that I can reconcile them in the bank with...