Can you create a system so we can organise the excel reports - we currently have a long list of reports and it can be hard to find the one you want. A folder system would be useful.
Guest
almost 8 years ago
in Excel Reporting
0
Idea Accepted - Gauging Support
A report in excel that produces a one line summary of budget vs actuals for a specified month and YTD. The report should include totals and full department names to make it as useful as possible. As a school the majority of our internal management...
Guest
almost 8 years ago
in Excel Reporting
0
Idea Accepted - Gauging Support
Excel Reporting (Date/FY) FiIters before opening excel
Some clients, with years + years worth of data, and as such, the functionality to amend the pivot tables, create new graphs etc.. and re upload into Sage to be used next month is not available as the file size is too big. The function to amend and...
Guest
almost 8 years ago
in Excel Reporting
0
Idea Accepted - Gauging Support
Nominal Inactive Accounts - account can only be made inactive if it has a zero balance
There should be a warning if you try to make a nominal account inactive if it still has a balance. A message would say the account balance is not zero and you would not be able to save the change until the balance has been cleared.
Saeed Malik
about 8 years ago
in New/Amend Account
0
Idea Accepted - Gauging Support
allow additional fields to be added to excel reporting reports
client would like to add the user field to excel reporting report cashbook transactions but not on the list of fields available in the pivot table tools analyse section
joanne scott
almost 9 years ago
in Excel Reporting
0
Idea Accepted - Gauging Support
The ability to change the department number would be good which would automatically filter through to the rest of the system. Our consultant set one company up with 3 digit dept numbers and then in the other company only did singular. We didn't re...
Guest
about 8 years ago
in New/Amend Account
0
Idea Accepted - Gauging Support
Nominal Ledger - Generate New Accounts - Include Blank Cost Centres amp; Departments
Hello, When generating new nominal accounts you can currently only generate for the named cost centres and depatments. If you also require a blank/blank version i.e. 4000// you have to create this manually post generation. I think it would be bene...
Guest
over 10 years ago
in New/Amend Account
0
Idea Accepted - Gauging Support
Cash Book New Bank Account - Make Bank Account Nominal Code a compulsory field
At present a yellow warning is only shown, the field should be made compulsory, users often miss this field and postings then up end in suspense as the code does not exist. Having a default would not work as you don't want all cash book postings g...
Guest
over 2 years ago
in New/Amend Account
0
Idea Accepted - Gauging Support
