Tips & Tricks

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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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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  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

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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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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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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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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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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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Stop manually distributing your reports and start saving time by scheduling your reports to automatically distribute. In this tip, we’ll show you how to quickly set up your automatic report distribution with your existing Sage Intelligence Report Manager and your Windows Task Scheduler. This process is made up of 3 easy steps: 1. Decide where you’re going to save your report.

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Whether you have been using Sage 300 for a long time or just new to the system the following tips will help you get more out of your system 1        Sage 300 Shortcut Keys Alt key (held down): Displays options for underlined letter short cuts. Alt+Underlined letter: Opens that particular command (ie. Alt+F opens File, Alt+S opens Save, etc). Tab: Advances through each

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