Archive for the ‘Useful Reports’ Category

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Consolidated Financial Reporting Video

February 17, 2012

So many users of Sage products ask us what options are available to them for Consolidated Financial Reporting. Whether you have an existing set of reports that you would like to convert and improve, like FRX for MAS90/200/500 or Financial Reporter for Accpac, etc. or if you just want to have a set of reports matching your wild imagination, this video should give you an idea of what is possible using Sage Business Intelligence.

Intelligence

Intelligence

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Intelligence Store – Inventory of Solutions in Store

December 5, 2011

Inventory of Solutions found in the Intelligence Store are as per groups below:

(Click to download copy)

  1. Sage Accpac
  2. Sage Pastel
  3. SagePeachtree
  4. Sage Simply Accounting

………….find these solutions @

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Inventory Ordering Tool – Sage Pastel

November 20, 2011

APPLICATION 

This solution is used to make quick, effective inventory ordering and replenishment decisions. Current SalesOrder, PurchaseOrder, and QuantityonHand are factored in with Minimum Order Quantities as well as Inventory Turns based on a user-defined number of periods.  Even Inventory Turnover Qty, along with Minimum OnHand and Preferred Supplier are displayed.  This handy tool makes Inventory Management a streamlined and efficient task for the purchasing manager.
SOLUTION FEATURES
This solution has three performance variants:
V1.0 Recommended Order Quantity, which considers stock necessary to fill orders as well as factoring in Supplier Discounts by satisfying minimum order quantities.  All necessary and current inventory statistics are present for the 1st 30 items setup in your inventory module
V1.1 Recommended Order Quantity, which considers stock necessary to fill orders as well as factoring in Supplier Discounts by satisfying minimum order quantities, Purchase Orders and Sales Orders.
V.1.2 Recommended Order Quantity, which considers stock necessary to fill orders as well as factoring in Supplier Discounts by satisfying minimum order quantities.  Taking Sales Orders, Purchase Orders, Avg Sales Qty over a user-defined date range, Stock on Hand and Minimum Levels into consideration.
All of these variants contain common dynamic features:
• Items, with Description and Preferred Supplier grouped by Item Type
• Current Stock Level details including QOH, QOPO, QOSO
• Quick Glance at Required Stock and off you go to place a Purchase Order and satisfy all open Sales orders
All variants available here.
Platform: Pastel Partner
Excel Version: 2007+

 

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Need Immediate access to business reports?

July 8, 2011

The Intelligence Store was built in response to our customers requiring immediate access to reports.

It may have exactly what you need: http://theintelligencestore.com/

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What do I need to be able to use the reports in the Intelligence Store?

June 30, 2011

All the reports in the IntelligenceStore are used with Sage Intelligence which is the reporting product of choice, shipped with all the Sage Accounting platforms listed in the IntelligenceStore. After purchasing a report from the IntelligenceStore, you simply import the report  into Sage Intelligence and begin using it.

Sage Intelligence reports generate into an Excel template and MS Excel is therefore a prerequisite to using Sage Intelligence. For all the reports in the IntelligenceStore, except where otherwise noted, Excel 2007 or higher is required.

Another tool that does no harm when using Sage Intelligence is good Excel skills. These are not a prerequisite for using reports in the IntelligenceStore but with good Excel skills you can easily improve reports that you download.

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Sales Trend by Customer

June 24, 2011

For a graphical representation of the sales performance of each customer for this year and last, this report offer good value for customer profiling. This report is available gratis in the IntelligenceStore.

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SSAI – Amount Due By Customer with Project Flag

June 9, 2011

If cash management is a focus in managing your operations then this solution may interest you. The ROI that can be gained from using this lies in saving time in isolating particular customers and groups of customers and viewing these in Summary and in Detail.

And for those managers using Projects in Simply Accounting with the need to apply cash management at project level, the Invoices relating to Projects are cleary identified. This report is available for download in the IntelligenceStore.