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Sage Intelligence Reporting FAQs

10/1/2014

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Answers To Your Frequently-Asked Questions (FAQs)

Many of you recently made, or are planning to make, a transition from FRx to Sage Intelligence Reporting. So here’s a look at some Frequently-Asked Questions (FAQs) from our customers, along with a quick review of recent changes to Sage Intelligence Reporting.
Sage Intelligence FAQs

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Level 3 Credit Card Processing for Sage ERP

9/17/2014

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Closer Look at Sage Sales Tax for Sage ERP X3

10/3/2013

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Sales Tax Compliance Made Easy

Sales tax management and compliance is a tedious activity that’s a burden to many businesses.  Companies that are calculating sales tax manually are wasting valuable time and resources on a process that’s complex and error-prone. So let’s explore the benefits of automating sales tax compliance with Sage Sales Tax for Sage ERP X3.


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FRx Report Conversion for Sage 500 ERP Made Easier

9/11/2013

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New Reporting Tree Conversion Utility
New Reporting Tree Conversion Utility

We previously introduced you to the Sage Intelligence Report Designer Add-in - an important tool in converting your old FRx reports to Sage Intelligence reports. The only time-consuming task that remained was the process of manually converting your reporting trees - but no more!

A new FRx Reporting Tree Conversion Utility converts FRx Reporting Trees into Sage Intelligence Reporting Trees. It’s a great complement to the Report Designer Add-in and together, they significantly speed up the conversion process.



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New Sage Inventory Advisor for Sage ERP

7/1/2013

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We recently saw the introduction of Sage Inventory Advisor - an affordable cloud-based application that is helping companies reduce excess inventory and working capital while eliminating stock-outs. Let's take a closer look at this unique new advanced inventory add-on solution now available for Sage 100, Sage 300, Sage 500, and Sage X3.


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How to Use Product Notes & Links in Sage X3

12/20/2012

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One of the key enhancements of Sage ERP X3 6.5 is the ability to create unlimited notes on the products you stock or sell, and specify where those notes are displayed.  You can also link to item images and supporting documentation which can improve customer service and add clarity during ordering.  Let's take a closer look at this new functionality ...  

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How to Process Year-End Closing in Sage 500

12/11/2012

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Along with the excitement and stress of the holidays, this time of year can be hectic for everyone - particularly for accounting departments that are preparing for year end closing procedures. Here are a few helpful tips and how-to’s to help guide you through year end closing processes in Sage 500 ERP.

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Sage 300 ERP: How to Install & Activate Tax Updates

12/5/2012

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We've compiled this simple how-to, instructional video, and other informational resources to help you install and activate the latest tax update for your Sage 300 ERP system.

Note: You must have a user name and password along with a current Sage Business Care plan to access and download the update.  If your plan has expired, please contact your Sage 300 Partner to discuss support options. If you do not have a current logon, click "Sign Up for a Customer Portal User Account" in the lower portion of the home screen on the Sage Customer Portal. 

Then follow these steps:

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Defining Standard Report Formats in Sage 100

10/30/2012

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Branding is important for every company, regardless of industry or size. Placing your company's fonts, logo, and colors on every piece of collateral signifies a strong brand and improves professionalism. Its easy to specify the fonts, style, and data elements to print on the header and footer sections of standard reports using Report Format Maintenance in Sage 100. You can also define the font and style for the body of the report, and add images to the header and background of the standard report.

Sage 100 allows you to define one report format per company code and a report format is not specific to a user logon, workstation ID, or to the report. The only exception to this rule is the ability to override the font in the body of the report in the Printer Preferences window. In this case, the override is specific to workstation ID. Here are the steps:

See Also: How to Add Custom Crystal Reports to Sage 100 Menu

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