Excel and Sage

Monday, March 11, 2013 8:40:00 AM

Sage has links to Excel, especially in the 2013 incarnation.

All listing screens have a "To Excel" button, which is great for ad hoc inquiries.

Many records can be imported from Excel sheets. There are some limitations, but KF Systems has access to programs that can be bought, these extend the range of things that can be imorted from spreadsheets, including Customer Price Lists, Sales Orders and Invoices. 

These are great tools that many users get to know. However, there is much more:

Excel Integrated Reporting allows users to run reports directly into a spreadsheet. It is worth making sure that this is on your Add-ins menu within Excel. If you do not have it you should contact your support provider. KF Systems always include the installation of Excel Integrated Reporting when setting up Sage Accounts

There is a suite of reports that have been already written and provided by Sage. If these are not enough, KF Systems can write one for you.

If you want more than a straight datasheet style report, you can get to grips with ODBC or reporting programs. If this does not appeal, KF Systems are Excel experts and can write any report you may require.



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