Tailor Financial Report

Tailor Made Reports

Our Reporting team within Professional Services can create customised reports and layouts for Sage 300, tailored to your requirements. In addition, if you want to learn more about report design, they can also advise on suitable training options. Report Design prices vary depending on the complexity of the design you need.

To discuss your requirements, book a consultation with our Professional Services Reporting team. We aim to get back to you within two working hours.

Function and Feauture

  • General ledger distribution by department
  • AR Collections Dashboard
  • Budgeting, payroll and general ledger
  • Accrued payables/account for variances
  • Inventory accounting
  • Bank reconciliation
  • Cash flow projection
  • Aging analysis of receivables & payables
  • Repeat payables
  • Calculate terms discounts in cash receipts
  • AP Aging Dashboard
  • Quick generation of check
  • Repeat and reverse journal entries
  • Collection tracking
  • Direct deposit
  • Integrated with Shop Management Solutions
  • Commissions
  • Export data to excel
  • Multiple years of financial records
  • Post to prior years and periods
  • Provide a standard balance sheet and income statement
  • Ability to create/customize financial statements
  • Vacation and sick time accruals by company or employee
  • Drill down into data
  • Integrated with Shop Floor Data Collection
  • Calculate monthly depreciation