Posts Tagged ‘Sage Accpac Intelligence Report Download’

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Accounts Payable by Project – Accpac v5.6

December 6, 2011

APPLICATION

This solution is used to rapidly view and filter Accounts Payable by Contract, Project and Category for the purpose Controlling  cash flow for projects.

SOLUTION FEATURES

This solution displays the Invoice value and amount due against each Invoice, with the ability to drill down to or add the Purchase Order number and amount to the report.

This solution has two performance variants:

V1.0 Contract, Project and Category with Invoice Date, Invoice Amount and Amount Due. This Free variant is limited to Invoices created over the past 30 days.

V1.1 Contract, Project and Category with Invoice Date, Invoice Amount and Amount Due.

All of these variants contain common dynamic features:

  • Swiftly and easily filter by available reporting dimensions
  • User selection of the date range for reporting and a second level filter by document date
  • Access to Purchase Order Number and Amount – Drill-Down to or add to the report

All Free Variants available here.

Versions: Excel 2007 +

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Accpac V5.6- Asset Register for ‘Norming Fixed Assets’

November 18, 2011

APPLICATION
Using this report will give you rapid visibility of all Assets and salient Asset related information for the improved management of Assets and serves as a basis for statutory Fixed Asset reporting.

ROI AREA
Improved management of Assets

SOLUTION FEATURES

This solution has two performance variants:

V1.0 Displays a register of all Assets by Location and Asset Group, Status, Acquisition Date and the values for Original Cost, Accumulated Depreciation and Net Book Value. Two Additional views of the report are included – 1) a list of Assets by Acquisition Date 2)a list of Assets by Disposal Date (This is a free variant and displays all Project Budgets but only transactions for the past 30 days)

V1.1 Displays a register of all Assets by Location and Asset Group, Status, Acquisition Date and the values for Original Cost, Accumulated Depreciation and Net Book Value. Two Additional views of the report are included – 1) a list of Assets by Acquisition Date 2)a list of Assets by Disposal Date.

 

This solution contains the following useful features to achieve your goal of rapid PJC P&L interrogation:

1) Easily filter the report by Location and Asset Group, Status, Acquisition Date to isolate Assets of interest for a particular application

2) Swiftly adding and removing report dimensions

3) Using this report in MS Excel as a basis for statutory or other management reporting

Variants available here.

Platform: Accpac V5.6

Excel Version: 2007 +

 

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DASHBOARD ANALYSIS FOR AR – free download

October 10, 2010

For those who have clients without the Operations Suite installed, I know what it feels like to run the Dashboard Analysis Report in Sage Accpac Intelligence and receive that dreaded error message about there being no Order Entry tables. I have amended the standard Dashboard Analysis Report and the output looks like this:

DashboardAR

DashboardAR

This report can do with some improvement but at least it gives you the chance to show your clients the dashboard on their data.

To enable such clients to use the dashboard, download the report below and import it into SAI.

DASHBOARD_AR (MS SQL)

As usual, to import a report, the receiving system requires a second Report Manager license and/or a Connector module license. I recommend the following steps for use:

  • Click the link above to download the file
  • In the Report Manager, right click on an existing folder and select the ‘import report’ menu option
  • Browse to the file, select it and choose positive answers to all questions

The report is now ready for use in the folder to which it was imported.

Contact Craig if you wish to include drill-down features for Customers, Items, Account-Sets and GL Accounts.

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DYNAMIC DASHBOARD ANALYSIS – available from bxIntelligence

October 7, 2010

This question must have been occupying somebodies mind out there at some point: “The SAI dashboard is great for summarizing business activity and driving organizational change but is there a version of this report that allows me to change the YTD figures without re-running the report, or just focus on a particular period’s activities?”

The answer is of course ‘Yes’. Contact Craig at the contact details in this blog to purchase one of the reports below:

1) Reporting from Order Entry – Change the YTD figures without re-running the report or just focus on a particular period’s activities

Dynamic DBoard

2) Reporting from Accounts Receivable – Change the YTD figures without re-running the report or just focus on a particular period’s activities

DynamicDashBoardAR

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REVENUE_AR REPORT – free download

October 6, 2010

For those who have clients without the Operations Suite installed, I know what it feels like to run the Sales Report in Sage Accpac Intelligence and receive that dreaded error message about there being no Order Entry tables. To enable such clients to view sales figures, download the report below and import it into SAI.

An image of the attached report is below:

RevenueAR

RevenueAR

REVENUE_AR_MSSQL

REVENUE_AR_PSQL

As usual, to import a report, the receiving system requires a second Report Manager license and/or a Connector module license. I recommend the following steps for use:

  • Click the link above to download the file
  • In the Report Manager, right click on an existing folder and select the ‘import report’ menu option
  • Browse to the file, select it and choose positive answers to all questions

The report is now ready for use in the folder to which it was imported.