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Jon B

Monthly Balance Sheet and Income Statements

Posted By

I am new to Sage 100 Contractor 2014 (and a long time Peachtree/Sage 50 user).  I am trying to run Monthly Balance Sheets and Income Statements for each month individually and monthly for 2014 (and 2015 as well as previous years) (for the annual report I'd like to be able to have each month with it's own column).  The reports available under the Reports tab do not seem to allow this.  Has anyone else run into this problem and if so what was your solution.

This is easily done in Sage 50.


Thank you in advance for your help.

Jon

  • 0

    We export the monthly balance sheet and income statements to Excel, then copy the data into an Excel spreadsheet we created showing monthly and year-to-date figures.  (We're hoping to find a third-party software that could pull the data from Sage 100 and plug it into our Excel spreadsheet for us.)  Also, for income statements, report 2-3-34 shows the last 12 periods starting with the period entered.

  • 0

    If I'm understanding correctly, you are unable to find the Balance Sheet and Income Statement Reports?

    2-2 & 2-3 should have everything you need.   If you don't see it subsumed in the tab menus, it may be that your user doesn't have the appropriate permissions to see those reports...

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