Sage 50 Sage Intelligence Replaced With Logicim

Sage 50 Sage Intelligence Retired – Replaced With Logicim XLGL

Sage 50 Sage Intelligence vs Logicim – Reach out now for promotional pricing on upgrades for Sage 50 and Sage Peachtree training Call today for help with migration to Logicim for Sage 50.

 

Question Sage 50 Sage Intelligence vs Logicim: Sage 50 Sage intelligence replace with Logicim for Sage 50 BI Sage Intelligence use Logicim

 

I haven’t seen any updates about this announcement last October. What exactly does this mean for my clients that are using Sage 50 Sage Intelligence reports? I also have several clients that need external reporting now. Clients are asking if their current installation of Sage Intelligence for Sage 50 will continue to work in future released versions of Sage 50?

 

Answer from Sage:

 

Sage no longer offers the Sage 50 Sage Intelligence BI license with any new purchases of Sage 50. Any clients on active service plans that have it will be supported through Sep 2021. As of this article you may test drive a free 30 day trial for Logicim which will replace Sage 50 Sage Intelligence. Please reach out to speak with a Sage 50 specialist about Logicim 800-475-1047.

 

Announcement Sage 50 Sage BI is being retired and replaced with Logicim XLGL:

 

Sage has announced that Sage Intelligence for the Sage 50 US Edition is being retired effective September 2022. The decision was made due to the limited number of Sage 50 customers that adapted BI as a reporting tool. Sage Intelligence will continue to be available as a part of Sage 100. This information was released by the Sage Product Marketing Director Mike Edgett on October 6, 2021.

 

Why use Logicim?

Use Your Excel Spread Sheet Skills To Build Powerful Reports for Sage 50:

Easily create reports from your Sage 50 company data, extract information from the Sage 50 data tables using this new tool and present it in detail or summary formats. The replacement tool works very similar to Sage BI, and is also a Microsoft Excel add-in. Report on a single Sage 50 company data file or multiple Sage 50 companies and leverage the knowledge you currently have when working with spreadsheets.

 

How is the data accessed?

Access all data from any Sage 50 company file, all version, all editions. Connect to a single company at a time or report for multiple companies and works very similar to Sage BI.

 

What reports are included?

Includes 35 ready-to-use reports. A user can start with an existing report and modify them or create your own using Excel and XLGL specialized tools. Keep data up-to-date with the click of a button. Drill down on figures for extended information. Easily hide rows or columns with zero values from your Sage 50 company data files.

 

Can I use one report for multiple Sage 50 companies?

Freeze a copy of your dynamic report and send it to anyone.

 

What are the requirements for Logicim XLGL?

  • Microsoft Windows 10, Windows 11 or Windows Terminal Server (2012+)
  • Microsoft Excel 2010 or higher
  • Sage 50 Canadian Edition (2012 and above) or Sage 50 US Edition (2021 and above)

Call to speak with a Sage 50 expert regarding Logicim 800-475-1047

 

Sage 50 Support Plans

Accounting Business Solutions by JCS provides a complete set of tools and services to help you with anything related to Sage 50 USA Edition. Choose from one of our support plans below to get started.

  • Phone Support
  • Remote Control Support
  • Need Analysis
  • Form or Report Creation
  • Data Import/Export Solution
  • Training
  • Data Repair
  • Software Installation and Configuration

Call to speak with a Sage 50 expert consultant 800-475-1047

 

https://www.logicimtech.com/products/xlgl to down load a free 30 day trial for Sage 50. We have not been able to determine if any Sage 50 Sage Intelligence reports will convert if you are considering replacing Sage BI for Sage 50 with Logicim.

January 6, 2022 Sage 50, Sage Intelligence Comments Off on Sage 50 Sage Intelligence Replaced With Logicim

Sage 100 Intelligence Reporting

What is Sage 100 Intelligence Reporting?

Sage Intelligence

Sage 100 Advanced Reporting

What is Sage 100 Intelligence Reporting and why use it? Sage Intelligence is an Excel-based reporting tool used by thousands for easy access into the Sage 100cloud data tables. It is simple to get started so you can take advantage of Sage 100 advanced reporting. Working with skills you already have, and based on the features you are familiar with from Excel you can create critical reports for your business. Gain insights into your entire company and use the data to help make decisions to drive improved operations.

Start creating Sage 100 Custom Reports with out of the box reports so you can immediately get to work. Once you become familiar with navigation you can put your existing knowledge to work slice, dice and organize your information in a relevant and logical manner. For Sage 100 advanced reporting or if you need technical assistance our services include:

  • Personalized Training
  • Custom Report Writing
  • Sales for Sage Intelligence
  • Sage 100cloud Technical Assistance

Based on the familiar Microsoft® Excel® application, the Business Intelligence module lets you effortlessly create reports and analyze data. Empower your business with Sage Intelligence providing Sage 100 Advanced Reporting.

Complex reporting made easy:

  • Sage Intelligence has a familiar Microsoft Excel interface
  • Easily customizable out of the box financial, sales, purchasing, and inventory report templates and dashboards
  • Convert Sage 100 FRX reports

Transform your data into actionable information:

  • Powerful multi-dimensional analysis
  • Perform what if scenarios that go beyond just transnational data

Consolidate data from multiple Sage 100 companies and multiple sources

  • Required Sage Connector Module
  • Simplify multi-company reporting
  • Add multiple sources of information

Access Strategically Meaningful Information.

Simply run one of the out of the box reports and start slicing and dicing information. If needed, customization and personalization of a template is a simple and straightforward process to create Sage 100 custom reports.

  • Free up Resources and boost productivity with reusable templates
  • Schedule and deliver frequently used reports

Business Intelligence reduces manual Sage 100cloud reporting preparation, repetitive data extracts, and complex back-end data joins to provide you with up-to-date, accurate, and presentation-quality reports for informed decision-making.

Module Level Security

Sage Software – Sage Intelligence reporting also offers Module-Level Security and Report-Level Security. If you need Sage 100 Custom Reports with more powerful reporting and dashboards other options include:

  • Microsoft Sage Power BI
  • Sage Crystal Reports
  • Standard Sage 100 Reporting
  • Sage Dashboard Insights

Sage 100 advanced reports give powerful information from your Sage 100 company data files. Sage 100 custom reports can also be created using crystal reports for Sage 100 and Sage 100 intelligence reporting.

Accounting Business Solutions by JCS – for Sage 100 custom reports

Certified Sage Consultants Sage 100 Advanced Reports Technical Support and Training

Sage 100 Intelligence Reporting

Crystal Reports

Business Insights Dashboard

Give us a call 800-475-1047 or visit us for more information at www.jcscomputer.com

Sage 100 Intelligence Reporting - Sage Intelligence is easy to use where you can apply your existing Excel Knowledge and Experience

Top 15 Things You Need to Know About Sage 100 ERP Sage Intelligence Reporting

Sage 100 Custom Reports – Create Sage 100 advanced reports, visualizations & reporting dashboards. Merge data together without code. You can define the data that is include on the report and what the final output design looks like. Choices you will need to make is how the report is sorted and subtotaled. Often you can have one version that is a summary and another that is a detailed view. Do you want all the detailed information or do you need a selection prompt that allows you to slice and dice your data for only a few key records?

1. Seamlessly integrated into Sage 100cloud ERP.

Sage Intelligence Reporting is a tightly integrated business intelligence solution for Sage 100cloud. Providing low cost of ownership and rapid deployment for a cost friendly budget. Once installed Sage Intelligence is launched from within the Sage 100cloud system.

2. On Demand real-time information.

Sage 100 Intelligence Reporting empowers you to run reports at the click of a button, pulling trusted real-time information directly from the ERP database into Microsoft Excel®—in the format of your choice. Intelligence Reporting helps you save time and get more accurate reports by eliminating redundant data entry. Different levels of detail can be displayed within the reports, while the data can be drilled down into for transaction details as required.

The data has always been there; however, Intelligence Reporting puts it into an easily digestible format and gets the right information to the right people, when they need it, providing visibility of what has happened even in the last few minutes. A clear understanding of the transaction history in your database, and visibility of trends at a glance, empowers you and your team to make decisions based on timely, relevant, meaningful information, which gives you the means to plan ahead and grow in the face of competition.

3. Drill down to uncover the underlying transaction details

Sage Intelligence Reporting Dashboard and Financial reports ship with real-time pre-built drill downs to the source data. Users also have the ability to create and configure custom real-time drill downs to any data they choose. Once set up, easily access the data using the “right-click drill down” feature from within Excel. Each time you drill down, live data is extracted from the database, allowing you to quickly look at the underlying data to certain metrics and take corrective measures.

4. Completely Microsoft Excel-based

Report creation, organization, drill down, and housekeeping of reports are done from the Intelligence Reporting proprietary interface, which makes administration of reports easy to manage. However, reports are delivered in the familiar Excel interface and can be manipulated, analyzed, and distributed accordingly. Intelligence Reporting seamlessly draws trusted data directly from your company’s database(s) and delivers it automatically into the tool you are already compiling static reports in today, Microsoft Excel, making it easy to adopt.

You don’t have to be a programmer to get the data, and you don’t need to be an accountant to interpret the data. Information can be “sliced and diced” extensively using the powerful native functionality of Excel, such as PivotTables, for more insight. This leverages existing Excel skills in your business and lowers your total cost of ownership. Intelligence Reporting allows businesses to continue using Excel as their preferred data sharing application in a controlled, secure environment but eliminates “spreadsheet chaos.”

No more cutting and pasting repetitively, no more human error, no more doubt about data accuracy. With Intelligence Reporting decision-makers can spend less time gathering data and more time focusing on strategic analysis and interpretation with up-to-date, accurate, and presentation-quality reports. Intelligence Reporting supports Excel 2003, 2007, 2010 and 2013.

5. Includes various prepackaged reports to use as starters

An entire library of ready-to-run reports is delivered out of the box to get you up and running immediately and enable you to produce meaningful reports right away. There are many report templates out of the box. For financial statements included are several iterations of financial income and balance sheet statements, GL trend analysis dashboards.

For operations there are comprehensive KPI dashboards, customer sales, inventory status, vendor purchases, and operation analysis reports. Each have been carefully developed and researched to meet a wide range of reporting requirements. If necessary, these reports can be reformatted or built from scratch in Excel to meet your company’s needs and saved in the customized format for repeat use.

  • Dashboard Analysis Template:  this 1-page summary of key business information features “Top N” Reporting on expenses, items, and customers.  Profit and Loss are also featured for the current month and year-to-date.
  • General Ledger Transaction Details Template:  shows the account transaction details, description, amount totals, dates, and reference.  This report allows functionality using Microsoft Excel PivotTable® and additional elements to be involved.
  • Customer Sales Template:  this report features sales information for customers including costs, gross profits per item and/or per customer and item sales.  PivotTable® allows for additional elements to be manipulated.
  • Vendor Purchases Template:  filter this report by items or vendors, it lists purchase information including cost and item numbers for any date range chosen.  PivotTable® allows for additional elements to be manipulated.
  • Inventory Status Template:   this report shows the item and quantities along with location.  PivotTable® allows for additional elements to be manipulated.
  • Financial Reports:  allows for the review of balances for your General Ledger for any financial period chosen.  Layouts are generated, subtotaled and grouped by financial category.  This report also allows customization using Excel.
  • Financial Trend Analysis Template:  gives you the information you need to see what comparative trending over a period of time.  This powerful feature allows you to pinpoint analysis of trends to the appropriate source it is driven by.
  • Financial Report and Consolidated Financial Report Template:  these reports are available immediately and show you comparative balance sheets and income statements for your chosen defined time period.  All reports offered in this template are fully customizable with Excel.

6. Scalable, powerful flexible financial reporting.

Intelligence Reporting is new-generation BI software, designed from the ground up with SMME needs in mind; for example, it specifically addresses serious challenges around financial reporting—which are prevalent worldwide—like departmental reporting, GL segmentation, and project reporting. The Report Designer fast tracks the building of powerful financial reports using an easy-to-use, drag-and-drop interface to allow for flexible financial reporting with multilevel groupings according to your unique business needs.

7. Optional Report Designer puts control at your fingertips

The Report Designer Add-in (available as a free download on the Sage Customer or Partner portal) provides an alternative method for building advanced financial reports and allows you to take even more control of the design aspects of your reporting layouts. The Add-in provides drag-and-drop Excel financial formulas, which communicate with an In-Memory processing engine for brilliant performance and greatly enhanced flexibility.

Creating multiyear and multi-budget financial reports is quick and easy using the simple drag-and-drop options. You can also easily control the way your accounts roll up using ranges and arithmetic, allowing you to present the required level of detail in your reports. With the Report Designer Add-in all financial reports are interactive from the In-Memory Engine, allowing users to interact dynamically with GL data in real time.

8. Convert previous Sage 100 FRx reports.

FRx reports can be efficiently converted to Intelligence Reporting using the Report Designer Add-in by simply exporting them into Excel and linking them. All existing Excel financial spreadsheets can be converted using this method. A comprehensive conversion guide is available to take you through a step-by-step conversion process.

9. Reach into every corner of Sage 100 data

Intelligence Reporting takes you beyond financials to provide insight into data from across your entire business, offering you total flexibility. You will be able to combine information from multiple sources, possibly from your ERP, CRM, and payroll databases, or from multiple companies, divisions, and departments into one report. The Connector module offers connectivity into all Sage ERP modules and systems without having to link spreadsheets, understand the underlying database structure, rely on Visual Basic knowledge, or create additional content packs for each additional module outside of the General Ledger.

Multi-company reports and consolidations can be created quickly to provide instant visibility into meaningful information from across a business for insightful decision making. You can custom-design almost any report you need, giving you total control over your reporting process. Every customization you make can be saved for future use, sparing you time and effort. Dashboard reports will give you a good idea of the health and well-being of the company by displaying current metrics and key performance indicators (KPIs) in a graphical format so that trends are visible at a glance.

The ability to effectively analyze your data with powerful dashboard tools will help you make better, faster, and smarter decisions.

10. Options for Users to choose from.

Intelligence Reporting is available at different user levels and for multiple databases. You can select licenses and modules individually to build a reporting system that best suits your current and future business requirements. Report Viewer Licenses allow users to run existing reports to get access to real-time information and have some basic filter and change parameter editing capabilities, including drill down.

Report Manager Licenses have the capabilities of Report Viewer, plus the ability to customize reports, set up parameters, establish new templates, and schedule and distribute reports. More powerful report building capabilities are available in the Report Designer module, which gives you total flexibility to create as many different customized financial layouts as you wish through an easy-to-use “drag and-drop” interface. For access to unlimited multiple disparate databases and consolidating data from multiple companies, the additional Connector Module is available.

11. Model your own reporting structure using Reporting Trees

Reporting Trees functionality in Intelligence Reporting allows you to model a reporting structure that best represents your organization and view it in many different ways with just a few clicks. Users can model their business units independently to their chart of accounts and quickly change reporting angles. Adding new departments or regions is easily managed, without having to make changes to your GL, and you can control which financial information is made available for departmental or regional reporting. The Reporting Trees capability built into the software can easily replace any FRx Reporting Tree

12. Schedule report distribution using automated scheduling.

This process is made up of 3 easy steps:

1.      Decide where you’re going to save your report.
2.      Create the Scheduler Command.
3.      Set up the Windows Scheduler Task.

In order to effectively drive daily business decisions, Intelligence Reporting provides anytime access to business-critical information. Getting the information to the right people is key! The powerful Report Distribution feature allows for fully automated, unattended report distribution, which facilitates improved collaboration among teams, no matter where recipients are located.

Features include the ability to create rule-based alerts, insert previews of report data within the body of your rich text email, and select which worksheets you want to send to whom. You have the option to send reports in various formats, such as PDF, HTML, and Microsoft Excel. Distribution methods include email, FTP site, SharePoint, Skydrive, Dropbox, and shared network folders. The distribution rules are created once and can be reused across all reports.

13. License(s) is included

All current customers on Sage Business Care have already received Report Viewer and Report Manager license(s)* at no charge. This enables you to try the product at zero cost. When stacked up against other products in the market, the purchase of additional licenses and modules provides a very cost-effective solution. Additional fees may be required for multiple licenses.

  • Report Viewer – Provides the ability to view existing reports with drill down functionality and some basic filtering options
  • Sage 100 Report Manager – Author new reports, Set permissions and security for reports
  • Report Designer – Easily create and edit existing reports with a drag and drop graphical interface
  • Connector Module – Allows access and the ability to consolidate information from multiple sources and data bases.

14. Used by Thousands of  Small Businesses

Sage has chosen to integrate the Intelligence Reporting tool into Sage 100 ERP. Create Sage 100 custom reports with the well established Sage 100 Sage Intelligence. Go from simple financial reporting to intelligent reporting and analysis of your entire Sage 100cloud ERP.

15. Division of Sage

Sage 100 Intelligence Reporting is owned by Sage Software and is part of a whole product offering and is included with current Sage 100cloud licensing. Sage 100 Advanced Reports has access to all the company Modules.

Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing

#sage100Intelligencereporting, #sagepowerbi, #sagecrystalreports, #sage100reporting, #sagesoftware, #powerbisage100, #sageintelligencetraining, #sagenearme, #sage100accounting Sage Timeslips Support
December 1, 2019 Sage Intelligence Comments Off on Sage 100 Intelligence Reporting

Sage 100Cloud Dashboard New Data Visualization

Sage 100Cloud Dashboard

New Data Visualization

Are you looking for new ways to slice, dice and visualize data and to share your discoveries for your Sage 100Cloud with your business team? Discover Sage 100Cloud Dashboard because Microsoft Power BI is a powerful tool and we can help you get where you want to. This new collection of tools and features from Microsoft transforms your company’s data into rich visuals for you to collect and organize, so you can spot trends, collaborate in new ways, and make sense of your data by using Sage Intelligence with Microsoft Power BI.

All business need comprehensive data analytics solutions to gain insights into business operations and financial performance. It is an importance for your business to be able to review this data and have an analysis process with analytics charts and reports including this data giving knowledge and measurable KPI’s. These are the primary data tables you need to understand in Sage 100 Accounting Software and we can help you discover them or design and create the dashboards for you.

  • Master lists
  • Data entry
  • History
  • Work tables

Accounting Business Solutions by JCS’s Microsoft Power BI Consulting Services our team wants to be part of your team so we can grow together and we are a perfect match to help you with your data visualization needs using Sage 100cloud dashboard. We can help you quickly view your complicated and piles of data and get the information you need to make business decisions. Once created these types of dashboards can present data very quickly and provide you a complete view of your information in an easily understandable format using an interactive data visualization tool. Specializing in Sage 100, Sage Intelligence and Microsoft Power BI services.

Sage 100Cloud Dashboard – Providing Sage 100Cloud support, Sage Intelligence consulting services and Mircosoft Power BI design and implementation. Give us a call 800-475-1047 or email at solutions@jcscomputer.com

 

Sage 100 Sage Intelligence Microsoft Power bi support consultant training

For Sage Intelligence Questions and Answers

Where to access File Layouts information (field and table schema) or the TRSG (Technical Reference and Support Guide) for Sage 100 ERP.

Versions 2018 and later

From the Sage 100 ERP Desktop, click Web Content in the bottom left-hand corner

In the Web Content Navigation Task pane that appears, click Resources

Under Program Information, click File Layouts and Program Information

In the File Layouts and Program Information window that appears, select any of the help topics, which are listed below.

Program Listings

File and Table Listings

File Layouts (Open this to see file layouts organized by module and table name)

Object Hierarchy Listings

Data Class Definitions Listing

File Names and Key Information (Legacy Only)

Cross Reference Information (This topic also includes Old File Names to New File Names Mapping and Old Field Names to New Field Names Mapping.

Object Reference

Prior to version 2018

From the Sage 100 ERP Desktop, click the View menu, then click Tasks

In the Tasks pane, under Sage 100 ERP, click Resources.

In the Resources window, click File Layouts and Program Information.

In the File Layouts and Program Information window that appears, select any of the help topics, which are listed below.

Program Listings

File and Table Listings

File Layouts (Open this to see file layouts organized by module and table name)

Data Class Definitions Listing

File Names and Key Information (Legacy Only)

Cross Reference Information (This topic also includes Old File Names to New File Names Mapping and Old Field Names to New Field Names Mapping.

Object Reference

Note: Prior to Sage 100 ERP (formerly Sage MAS 90 and 200) version 4.00, File Layouts information was available on disc, in a TRSG (Technical Reference and Support Guide) CD-ROM

Sage Intelligence requirements

  • Sage Intelligence must be installed as the Network Administrator.
  • Excel must be installed and activated prior to the Sage Intelligence installation.
  • Excel must be closed during installation of Sage Intelligence (also check that there are no remaining EXCEL.EXE processes listed in the Windows Task Manager-Processes tab)

What is the Sage Intelligence Report Utility?

The Sage Intelligence Report Utility is a tool that you can download from our website, which will enable you to automatically import any of the additional free Sage Intelligence reports.

How does the Sage 100 Sage Intelligence Report Utility work?

The Report Utility detects which Sage accounting or business management solution you are running and will show all the available free reports for your solution. You can then select the required reports to be automatically imported into a “New Reports” folder in the Sage Intelligence Report Manager for immediate use. Once you have installed the Report Utility, a shortcut will appear on your desktop, allowing you instant access to our regularly updated library of free reports.

Do I need to download the Sage 100 Sage Intelligence installer every time I want to check for updated reports?

No. You will only need to download the installer once and thereafter you can simply open the Report Utility from your desktop, showing you all the reports available to you.

Can I still download the reports without using the utility?

Yes. These reports may be still available on the Free Reports Group, although you will have to manually download and import each report individually into your Report Manager.

Does a customer have to be on the current version of Sage Intelligence Reporting to use this? Or could a very old Sage Intelligence Reporting version work with this Report Utility?

The Report Utility is compatible with the latest version of Sage Intelligence Reporting, but has not being tested on previous versions. You can however manually access these reports on the Free Reports Group on the Sage Intelligence Community.

Where will I find all the new reports that I have downloaded into the Report Manager?

There will be a new folder automatically added to your Report Manager folders called “New Reports”.

What version of Microsoft® Excel® does the Report Utility support?

Microsoft® Excel® 2010 +

What Sage Solutions are currently catered for?

Sage 50 US 2016, Sage Pastel V14, Sage Evolution V7, Sage 100 2016 (Std & Advanced), Sage 500 ERP 2016, Sage X3, Sage 100 Contractor US & Canadian Edition (v19.6).

How will I know which reports I don’t yet have?

The Report utility does a check against the reports in your Report Manager. Any reports that you do not have in your Report Manager will be selected. You can choose to download the selected reports or choose the unselect all option and then choose the specific reports you are wanting.

What happens if I mistakenly download the same report twice?

The report will be imported into your Report Manager twice, so you will need to delete the duplicate copy of the report.

How do I delete a report in the Report Manager?

Select the report you would like to delete, right click and select delete.

Can I rename these reports?

Yes. To rename the report, right click on the report and select rename. You will then type in what you would like to call the report and select the ok button.

Can I customize these reports?

Yes. To customize a report, we recommend you first take a copy of the report. Run out the copy report and make your changes in Microsoft Excel, and once complete right-click on the report in the Report Manager and choose to Save Excel Template.

Can I share these reports with other people?

If the user has a Sage Intelligence Report manager license we recommend that you share the link to the Report Utility with them. This way they will also have access to the free reports. Alternatively you could also use the normal export and import function of Sage Intelligence Reporting to share the report with others. If you would like to share the report with non-Sage Intelligence users then you would simply share the Excel workbook as per usual.

Can I request reports to be written?

If you can’t find the report you are looking for, we’d love to hear about your report ideas. Reports are are prioritised based on the number of requests received per idea/suggestion, ensuring that customers get what they need, when they need it.

Are there any pre-requisites to using the Sage 100 Sage Intelligence Report Utility?

  • Sage Accounting/BMS solution
  • Sage Intelligence Report Manager
  • .NET Framework 4.5 (this is automatically installed if you don’t have it)
  • Excel 2010+

If I am running two or more Sage Intelligence solutions on my machine how will the Utility work?

When you running the Installer, you will be prompted to say which Sage solution you would like to run it on.

Key functionality

Sage 100 Intelligence Reporting offers you four modules for purchase depending on your reporting requirements:

  1. Sage 100 Report Viewer

Run existing reports, in real time, when you want them.

  1. Sage 100 Report Manager

The Report Manager license allows you to do everything the Report Viewer does, plus it allows you to edit and customize your standard report templates and save them for future use, create new reports, sort drill-down and aggregate your data, and automate the distribution of your reports. Note: Sage 100 Business Care customers receive one Report Manager license for free.

  1. Sage 100 Report Designer

The Report Designer has revolutionized financial reporting! It gives you two methods to create and control your financial reports depending on your Excel knowledge and your unique business requirements.

  1. Sage 100 Connector

The Connector enables you to access and consolidate information from multiple sources.

Sage Intelligence for Accounting

Feature Updates

Sage 100 Sage Intelligence requirements

  • Sage Intelligence must be installed as the Network Administrator.
  • Excel must be installed and activated prior to the Sage Intelligence installation.
  • Excel must be closed during installation of Sage Intelligence (also check that there are no remaining EXCEL.EXE processes listed in the Windows Task Manager-Processes tab)

Excel Financial Functions for Sage Intelligence Quick Reference Guide

NPER function: Returns the number of periods for an investment

Syntax: NPER(rate, pmt, pv, [fv], [type])

Syntax Example: NPER(6%/12 (rate), -175 (pmt), 10000 (pv))

The Excel NPER function calculates the number of periods required to pay off a loan, for a specified constant periodic payment

and a constant interest rate.

FV function: Returns the future value of an investment

Syntax: FV(rate,nper,pmt,[pv],[type])

Syntax Example: FV(11%/12 (rate), 3 years *12 (nper), -1500 (pmt),)

The Excel FV function calculates the future value of an investment with periodic constant payments and a constant interest rate.

PMT function: Returns the periodic payment for an annuity.

Syntax: PMT(rate, nper, pv, [fv], [type])

Syntax Example: PMT(10%/12 (rate),5 years *12 (nper), 100000 (pv))

The Excel PMT function calculates the constant periodic payment required to pay off (or partially pay off) a loan or investment,

with a constant interest rate, over a specified period.

IPMT function: Returns the interest payment for an investment for a given period

Syntax: IPMT(rate,per,nper,pv,[fv],[type])

Syntax Example: IPMT(8%/12 (rate), 4 (per),7 years *12 (nper), 50000 (pv))

The Excel IPMT function calculates the interest payment, during a specific period of a loan or investment that is paid in constant

periodic payments, with a constant interest rate.

NETWORKDAYS function: Returns the number of working days between a start and end date

Syntax: NETWORKDAYS(start_date, end_date, [holidays])

Syntax Example: NETWORKDAYS(01/01/2012 (start_date), 31/01/2012(end_date), 01/01/2012 [holidays])

Returns the number of whole working days between a start and an end date. Working days excludes weekends (Saturday and

Sunday) and any dates identified as holidays. Can be used to calculate the number of days per month, or the start of one month

and the end of another.

NETWORKDAYS.INTL function: Returns the number of working days between a start and end date, allowing for

different specified weekend options

Syntax: NETWORKDAYS.INTL(Start_date, end_date, [weekend], [holidays])

Syntax Example: NETWORKDAYS.INTL(01/01/2012 (start_date), 31/01/2012(end_date), 3 [weekend], 01/01/2012[holidays])

Returns the number of whole workdays between two dates using parameters to indicate which and how many days are weekend

days. Weekend days and any days that are specified as holidays are not considered as workdays. Can use a specific number to

identify the combination of consecutive days (e.g. 3 = Monday and Tuesday), or a string of 0’s and 1’s to identify non-sequential

days (e.g. 0010100 = Wednesday and Friday).

PV function: Returns the present value of an investment

Syntax: PV(rate, nper, pmt, [fv], [type])

Sytnax Example: PV(8%/12 (rate), 8 years*12 (nper), -5000 (pmt))

The Excel PV function calculates the Present Value of an investment, based on a series of future payments

SLN function: Returns the straight-line depreciation of an asset for one period

Syntax: SLN(Cost, salvage, life)

Syntax Example: SLN(10000 (cost), 1000 (salvage), 5 (life))

The Excel SLN function calculates the straight line depreciation of an asset for one period

Excel Financial Functions

Quick Reference Guide

Weekly Excel Tips: www.alchemex.com/blog/excel-tips-tricks/

DOLLARDE function: Converts a dollar price, expressed as a fraction, into a dollar price, expressed as a decimal number

Syntax: DOLLARDE(fractional_dollar, fraction)

Syntax Example: DOLLARDE(

Converts a dollar price expressed as an integer part and a fraction part, such as 1.02, into a dollar price expressed as a decimal

number. Fractional dollar numbers are sometimes used for security prices.

DOLLARFR function: Converts a dollar price, expressed as a decimal number, into a dollar price, expressed as a fraction

Syntax: DOLLARFR(decimal_dollar, fraction)

Syntax Example: DOLLARFR(1.09235 (decimal_dollar), 32 (fraction))

The Excel DOLLARFR function converts a dollar value in decimal notation into a fractional notation. The DOLLARFR and DOLLARDE

functions are designed for working with security prices, which are often quoted as fractional values.

CUMIPMT function: Returns the cumulative interest paid between two periods

Syntax: CUMIPMT(rate, nper, pv, start_period, end_period, type)

Syntax Example: CUMIPMT(5%/12 (rate),6 years * 12 (nper), 100000 (pv), 1 ( start_period), 12 (end_period, 0 (type)

The Excel CUMIPMT function calculates the cumulative interest paid on a loan or investment, between two specified periods.

CUMPRINC function: Returns the cumulative principal paid on a loan between two periods

Syntax: CUMPRINC(rate, nper, pv, start_period, end_period, type)

Syntax Example: CUMPRINC(5%/12 (rate),6 years * 12 (nper), 100000 (pv), 1 ( start_period), 12 (end_period, 0 (type)

The Excel CUMPRINC function calculates the cumulative payment on the principal of a loan or investment, between two specified

periods.

DB function: Returns the depreciation of an asset for a specified period by using the fixed-declining balance method

Syntax: DB(cost, salvage, life, period, [month])

Syntax Example: DB(15000 (cost), 1500 (salvage), 5 (life), 1 (period))

The Excel DB function calculates the depreciation of an asset, using the Fixed Declining Balance Method, for each period of the

asset’s lifetime.

DDB function: Returns the depreciation of an asset for a specified period by using the double-declining balance method or some

other method that you specify

Syntax: DB(cost, salvage, life, period, [factor])

Syntax Example: DB(12000 (cost), 1200 (salvage), 3 (life), 1 (period))

The Excel DB function calculates the depreciation of an asset, using the Double Declining Balance Method, or another specified

depreciation rate.

EFFECT function: Returns the effective annual interest rate

Syntax: EFFECT(nominal_rate, npery)

Syntax Example: EFFECT(10% (nominal_rate, 4 (npery)

The Excel EFFECT function returns the effective annual interest rate for a given nominal interest rate and number of compounding

periods per year. The NPERY parameter refers to the number of compounding periods per year.

General Program Shortcuts

Excel Keyboard Shortcuts.

Ctrl+N: Create a new workbook

Ctrl+O: Open an existing workbook

Ctrl+S: Save a workbook

F12: Open the Save As dialog box

Ctrl+W: Close a workbook

Ctrl+F4: Close Excel

F4: Repeat the last command or action. For example, if the last thing you typed in a cell is “hello,” or if you change the font color, clicking another cell and pressing F4 repeats that action in the new cell.

Shift+F11: Insert a new worksheet

Ctrl+Z: Undo an action

Ctrl+Y: Redo an action

Ctrl+F2: Switch to Print Preview

F1: Open the Help pane

Alt+Q: Go to the “Tell me what you want to do” box

F7: Check spelling

F9: Calculate all worksheets in all open workbooks

Shift+F9: Calculate active worksheets

Alt or F10: Turn key tips on or off

Ctrl+F1: Show or hide the ribbon

Ctrl+Shift+U: Expand or collapse the formula bar

Ctrl+F9: Minimize the workbook window

F11: Create a bar chart based on selected data (on a separate sheet)

Alt+F1: Create an embedded bar chart based on select data (same sheet)

Ctrl+F: Search in a spreadsheet, or use Find and Replace

Alt+F: Open the File tab menu

Alt+H: Go to the Home tab

Alt+N: Open the Insert tab

Alt+P: Go to the Page Layout tab

Alt+M: Go to the Formulas tab

Alt+A: Go to the Data tab

Alt+R: Go to the Review tab

Alt+W: Go to the View tab

Alt+X: Go to the Add-ins tab

Alt+Y: Go to the Help tab

Ctrl+Tab: Switch between open workbooks

Shift+F3: Insert a function

Alt+F8: Create, run, edit, or delete a macro

Alt+F11: Open the Microsoft Visual Basic For Applications Editor

Moving Around in a Worksheet or Cell

You can use keyboard shortcuts to easily navigate throughout your worksheet, within a cell, or throughout your entire workbook.

  • Left/Right Arrow: Move one cell to the left or right
  • Ctrl+Left/Right Arrow: Move to the farthest cell left or right in the row
  • Up/Down Arrow: Move one cell up or down
  • Ctrl+Up/Down Arrow: Move to the top or bottom cell in the column
  • Tab: Go to the next cell
  • Shift+Tab: Go to the previous cell
  • Ctrl+End: Go to the most bottom right used cell
  • F5: Go to any cell by pressing F5 and typing the cell coordinate or cell name.
  • Home: Go to the leftmost cell in the current row (or go to the beginning of the cell if editing a cell)
  • Ctrl+Home: Move to the beginning of a worksheet
  • Page Up/Down: Move one screen up or down in a worksheet
  • Alt+Page Up/Down: Move one screen to the right or left in a worksheet
  • Ctrl+Page Up/Down: Move to the previous or next worksheet

Selecting Cells

You may have noticed from the previous section you use the arrow keys to move between cells, and the Ctrl key to modify that movement. Using the Shift key to modify the arrow keys lets you extend your selected cells. There are also a few other combos for speeding up selection, as well.

  • Shift+Left/Right Arrow: Extend the cell selection to the left or right
  • Shift+Space: Select the entire row
  • Ctrl+Space: Select the entire column
  • Ctrl+Shift+Space: Select the entire worksheet

Learn How to Edit a cell using Sage Intelligence

  • Shift+F2: Add or edit a cell comment
  • Ctrl+X: Cut contents of a cell, selected data, or selected cell range
  • Ctrl+C or Ctrl+Insert: Copy contents of a cell, selected data, or selected cell range
  • Ctrl+V or Shift+Insert: Paste contents of a cell, selected data, or selected cell range
  • Ctrl+Alt+V: Open the Paste Special dialog box
  • Delete: Remove the contents of a cell, selected data, or selected cell range
  • Alt+Enter: Insert a hard return within a cell (while editing a cell)
  • F3: Paste a cell name (if cells are named in the worksheet)
  • Alt+H+D+C: Delete column
  • Esc: Cancel an entry in a cell or the formula bar
  • Enter: Complete an entry in a cell or the formula bar

How to Format Cells using Sage Intelligence is just as easy as in Excel

  • Ctrl+B: Add or remove bold to the contents of a cell, selected data, or selected cell range
  • Ctrl+I: Add or remove italics to the contents of a cell, selected data, or selected cell range
  • Ctrl+U: Add or remove underline to the contents of a cell, selected data, or selected cell range
  • Alt+H+H: Select a fill color
  • Alt+H+B: Add a border
  • Ctrl+Shift+&: Apply outline border
  • Ctrl+Shift+_ (Underline): Remove outline border
  • Ctrl+9: Hide the selected rows
  • Ctrl+0: Hide the selected columns
  • Ctrl+1: Open the Format Cells dialog box
  • Ctrl+5: Apply or remove strikethrough
  • Ctrl+Shift+$: Apply currency format
  • Ctrl+Shift+%: Apply percent format
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Sage 50 Support Michigan – 800-475-1047 – Training – Support – Consultant Reseller

Sage 50 Support Michigan – 800-475-1047 – Training – Support – Consultant  Reseller

Training, Consulting and Support for Sage 50 in Michigan is provided for all versions of Sage 50 Accounting Software. Check out monthly newsletter for Sage 50 Support in Royal Oak Michigan from Master Consultants. All versions of  Sage 50 and providing Tips and Tricks from Certified Consultants who can share insight into Upgrade challenges and data issues.

Also providing support on the following

  • Crystal Reports
  • Sage Intelligence
  • Fixed Assets
  • MISys Manufacturing Provider of Sage 50 (formerly “Sage Peachtree”) Accounting

Provider for Accounting Software Training and Consulting  and Sage 50 Support in Michigan since 1989 when the company was first founded our office is now located in Royal Oak  Michigan.  Visit jcscomputer.com to learn more details or call 800-475-1047

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

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