Sage Financials Reporting Explained – Salesforce Reports

This is the second article in the series FIVE different reporting technologies included in Sage Financials. Following on from the first article on Key Financial Reports, this article is a primer for Salesforce Reports. FIVE different reporting technologies included in Sage Financials Key Financial Reports Salesforce Reports Sage Intelligence Einstein Analytics Financials Reporter Getting to Read more about Sage Financials Reporting Explained – Salesforce Reports[…]

Sage Financials Reporting Explained – Key Financial Reports

Sage Financials gives you no less than FIVE different reporting technologies: Key Financial Reports Salesforce Reports Sage Intelligence Einstein Analytics Financials Reporter Each one has its own unique benefits and this is the first of a series of articles to explain how they work and what you can do with them. This is the first Read more about Sage Financials Reporting Explained – Key Financial Reports[…]

Trial Installation Guide & User Guide for Budget Grid

There are two steps to install & setup the Budget Grid Step 1 – install the managed package The Budget Grid uses a managed package which needs to be installed. You must have and up-to-date Sage Financials installed first. Follow the instructions in this video to install the Sage Financials Feature Pack by Alpha Index Read more about Trial Installation Guide & User Guide for Budget Grid[…]

Issue 16: Working with a single Account for multi-companies or Supplier AND Customer

Supplier and customers are defined in Sage Financials in more than one object, and this caused some serious problems with the Account page. The good news is Sage brought in a new feature, without any mention of it in the release notes that I can see, to make this work properly. What is the Problem? Read more about Issue 16: Working with a single Account for multi-companies or Supplier AND Customer[…]

Control Balance Account in Sage Financials explained

Hidden in every Dimension record is a field called ‘Balance Account’ which has a powerful impact on the way Dimension Tags work. This can be left blank or set to a Ledger Account, and there is one special Ledger Account ‘Control Balance Account’. How does the Balance Account work, and what is the significance of Control Balance Read more about Control Balance Account in Sage Financials explained[…]

Sage Financials & multi-currency: Part 2

Sage Financials & multi-currency: Part 2

In the last article I went over how Sage Financials handles raising an invoice at one exchange rate, and receiving payment at another rate.(See; Sage Financials & multi-currency). In this article I will cover Currency Adjustments. Here is the problem: If I raise a sales invoice for $100,000 on 5th Jan when the exchange rate is 1.28 Read more about Sage Financials & multi-currency: Part 2[…]

Sage Financials & multi-currency

Sage Financials & multi-currency

If you are like me and haven’t got an accounting qualification, you may find it difficult to understand how multi-currency works, and why it’s such a big deal. In the first in a series of articles explaining how multi-currency works I will go over the key problem of multi-currency and how this is resolved in Read more about Sage Financials & multi-currency[…]

Sage Financials help

Dimensions in Sage Financials explained

When I started working with Sage Financials (Sage Live in those days) Dimensions seemed to popup in the oddest of places. One reason I found is so hard to get my head around them is that there are actually THREE different kinds of Dimension. Analysis Dimensions These are the easiest to understand – they work Read more about Dimensions in Sage Financials explained[…]