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The Analyser

Reporting in Microsoft® Excel for Sage 50 Accounts

Simple management accounts...

  • Do you need to produce reports that show information by department as well as time period?
  • Do you re-key management accounts information into Excel each month?
  • Would you benefit from the time saving of having your management accounts template directly linked to your Sage 50 Accounts data, refreshable at the touch of a button?

To complement our Departmental View for Sage 50 Accounts, we have created an Excel function which allows you to report a balance on a nominal code by department.

This allows you to create fully customisable management reports within Excel,  grouping funds, departments or nominal codes together with ease.

Your management accounts production becomes a matter of changing your reporting dates and clicking ‘refresh’.

Templates can be created to fit your existing layouts, and are easy to modify when you need to make a change, such as adding a new nominal code or department.

  • Efficiently create integrated Excel management accounts
  • Group non-consecutive department or nominal code ranges within your Excel reports
  • Refresh your accounts at the touch of a button
  • Easily reformat your reports using the additional functionality provided by Microsoft® Excel
  • Charities can report by nominal code, department and fund number

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