Most small companies don't use the huge functionality of report designer. Quotes Proformas Invoices Statements These are so clumbersome to modify. Just a simple start page with the companies details and logo and then sage can create the most popul...
Departmental profit and loss to show total and individual department totals on one report
At the moment I open each department report individually and then open the full profit and loss to balance back to =, would be a lot easier if it all showed on one report.
Bank Remittance option to change order of the invoices
It would be useful to have the option to change the order of the invoices on the remittance advice, preferably to date order of the invoices. There seems to be no logical reason as to how the invoices appear on a report. It would be clearer to see...
Batch Reporting - make it easier to add reports and create new batches
Make batch reports available to run within all Report windows and add the ability (almost as simple as flagging a favourite) to create a new batch report, or add to an existing one.
VAT Return - when generating reports and previewing, each report selected opens in a separate 'preview' window. It'd be much tidier if they opened in a similar way to a 'batch report', i.e. separate tabs within a single preview window. Then you'd ...
Balance Sheet into Excel does not have title, company name, dates - ie "Report to Excel"
This is the standard Sage report. In contrast the P&L report when "report to Excel" is selected draws through the Headings, Date, Time, From, To titles, therefore it would seem a solution to the BS should be straightforward. The Balance Sheet ...
When a report is run to Excel there is a certain amount of reworking involved - unmerge and centering, shifting cells left etc. , to be able to use effectively. Transactional TB reports in particular, but this is a feature of many reports.
The ability to see budget versus actual during the month
We are having to run reports for actuals and fill in the values on an external budget sheet so we can view budget versus actual as the month is going on. We have a weekly management meeting which this would be useful for and save us a bit of time ...