6
Jul

Excel data manipulation using array formulas

Whether we like it or not, there’s always a process, a form, or a report that requires a little bit of manipulation in Excel. We just need to apply one simple operation to use the result elsewhere. But there’s no way to easily do that manually. Often, the issue comes from the source data not having the same number of

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6
Jul

How Licenses are Assigned within Sage Intelligence Reporting

Sage Intelligence Reporting uses a Workstation Licensing model. Almost every Sage solution comes with at least one Report Manager license. That license, and additional licenses you buy, are managed through the License Manager module. The License Manager is a module that is available to all Sage Intelligence users. It allows you to see which users and workstations are consuming Report Manager and Report Viewer licenses and their module configuration.

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6
Jul

Excel Tips and Tricks

How to add bullet points to a field in Excel Using Excel, have you tried to add a bullet point within a field to stack numbers, sentences or phrases?  Adding a bullet point helps the reader to see each point clearly rather than viewing several run-on sentences or numbers.  Here are a few easy steps to add bullets within a

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29
Jun

Sage 300 -GL Provisional Posting

What if Posting in the GL   Otherwise known as my After Friday at 3pm Posting button!   Provisional posting is temporary posting. If you select this option, General Ledger lets you post transactions to accounts and produce financial reports that include the provisionally posted transactions. At a later time, you can discard or edit provisionally posted transactions if necessary,
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23
Jun

What is E-Invoicing and how does it work ?

E-Invoicing (PEPPOL) Currently the ATO is getting ready for E-Invoicing and solutions are being developed now. They expect them to be available in the Australian market in the second half of 2020. A demo is available to view at the ATO website. The current experience is where you go into your software, you generate an invoice from the software, but

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18
Jun

Make Audit Preparation a Year-Round Effort

Whether you close the books daily, monthly, quarterly, or just once per year, maintaining up to date auditable financial records is good accounting practice and smart business sense. Regular reconciliation of the bank accounts is critical, but to prove the material accuracy of your financial statements, you should have auditable evidence to support every line item on the balance sheet

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16
Jun

Sage 300 Year End 2020

Learn More about Year End in Sage 300 Aptus Business Solutions Presents Sage 300 Year End Webinar   In This Webinar  we discuss all the information you need to confidently plan and action your Sage 300 year end in your respective organisations. Topics covered are; What year end does The steps you can do leading up to Financial Year End
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11
Jun

Single Sign On (SSO) for Sage 300

In a recent Aptus internal training session the topic of password management and security was raised. While this is a large and opinionated topic there was a general agreement of do not reuse passwords and make you passwords complex (which is another topic in itself!). Whether you manage your passwords using a piece of paper, memorising a pattern on the

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5
Jun

Sage CRM Tips & Tricks – Reports PART 2

As we’ve seen in Part 1 of our Sage CRM Report Blog, Views are where the data comes from. It is therefore essential to understand them and know how to get the best out of them. By now you will realise that a column you need might not be available for a report when you try to select it. This

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22
Apr

Life gets easier with new Excel features

Background I’ve spent a portion of my time helping colleagues and clients transform and manipulate data in Excel. Coming from a software development background I’m quick to open the VBA editor and start coding to solve the problem. Thankfully each release of Excel Microsoft adds new features making my task easier and empowers the end user to perform these tasks

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