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Search found 4 matches

by SunsandMoons
28 Feb 2024, 10:06
Forum: Bookkeeping and Management Accounting
Topic: How to do P&L since the update?
Replies: 1
Views: 613

Re: How to do P&L since the update?

Hi, so we fixed it! In case any one else also has this problem: When going to generate the P&L in the Criteria for Profit and Loss window, the Chart of Accounts selection dropdown box was set to Default Layout of Accounts for me - for the other people in my office who use Sage, they had other op...
by SunsandMoons
27 Feb 2024, 14:34
Forum: Bookkeeping and Management Accounting
Topic: How to do P&L since the update?
Replies: 1
Views: 613

How to do P&L since the update?

Hi, Feeling a little ridiculous, but here we go! Since the update everyone in my office has been having trouble doing their usual Sage tasks as the layout/what-have-you have changed slightly. I need to do a Profit & Loss for the month but each time I try I get the message saying: "The repor...
by SunsandMoons
21 Jun 2023, 10:27
Forum: Sage 50 UK version General Help
Topic: New Customer Report since last financial year
Replies: 2
Views: 4408

Re: New Customer Report since last financial year

Thank you so much for your help and reply! I ended up going the report designer route, exporting to excel and breaking down by quarter from there. I'd never used report designer before so enjoyed the opportunity play with a new toy, so to speak. My coworker is very happy with the result, and all don...
by SunsandMoons
20 Jun 2023, 14:00
Forum: Sage 50 UK version General Help
Topic: New Customer Report since last financial year
Replies: 2
Views: 4408

New Customer Report since last financial year

Hi all, I've been asked by my coworker to produce a report of all new customers added to Sage since March 22, preferably broken down per quarter. According to him, my predecessor did this within Sage but I haven't been able to figure out how, and there weren't any notes left behind. Sage: 28.1.404.0...