Receivables Report

I was wondering which report output would be best for what my employer needs. As everything I have tried so far has ended with a report showing only "There is No Data to Display" 

He requires a receivable report showing total, tax and subtotal. 

Is there a way to best do this without going to much trouble so to speak?

Thank you. 

Again I am new to this program: Sage pro 2015

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  • 0

    On the main Sage window go to Reports->Receivables->Customer Aged. In next box select Report Type as Summary (one total owing to customer) or Detail (all outstanding invoices are listed). Click on 'Select All', the for Date: use the last day you want to report to end at and for 'Include Invoices paid in the last ?? days' enter either 0 if you do not want any payments shown or 30 if you want any payments made within the last 30 days to show.

    As far as I know there is no report that will show the breakdown of the taxes and subtotal.

  • 0 in reply to Smith and Co

    Thank you smithco, though I still see the message of "no data to display" I am assuming it is due to all of these invoices have been paid?

    Essentially I am attempting to get this breakdown in a report for the accountant and in a call with a Sage employee, before purchasing the product, they said it was possible to get this information but not how. Hence my confusion and I will admit, frustration.

  • 0 in reply to KRAT

    On main Sage 50 window go into Maintenance->Clear Data, then check to see if any tick marks in any of the boxes. Ideally you do not want any tick marks as that means you will not be able to 'look up' data. This is likely the reason why you are not able to pull up any reports. If you do have tick marks and you now untick the boxes it will not bring back any data prior to you unticking the boxes - they are gone. I'm not sure if a data repair company can reverse that.

  • 0 in reply to Smith and Co

    Also in the A/R report I suggested the first time try entering nbr of days as 999 to see if that brings up anything.

  • 0 in reply to KRAT

    Hi Krat,

    Smithco is correct.  There is no report in Sage 50 that can break down the taxes and subtotal.  We apologize for the incorrect information.  

    If you want to do it, you may need to go for 3rd party report tool like XLGL.  

    Hope this helps.  

  • 0 in reply to Keith L

    You said you are "attempting to get this breakdown in a report for the accountant ". If the accountant is need a report in order to submit tax remittances then you should verify exactly what accountant needs. Likely it is the balance sheet as of last day of tax period plus the Income stmt and tax general ledger for tax period.

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  • 0 in reply to Keith L

    You said you are "attempting to get this breakdown in a report for the accountant ". If the accountant is need a report in order to submit tax remittances then you should verify exactly what accountant needs. Likely it is the balance sheet as of last day of tax period plus the Income stmt and tax general ledger for tax period.

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