Sage 100

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  • 1.  Client is presently using the Income Statement fro

    Posted 09-12-2014 11:47
    Client is presently using the Income Statement from Standard Financials that uses the Actual, Budget, Variance & Variance % column data format. They would like to add a column for Annual Budget. I was looking at SI and found something similar in one of the out-of-the-box templates ( but it creates columns for all periods). They want PTD and YTD only. If I were to present SI as a reporting option, which I have managed to keep uneducated on, would we be able to generate the report they want without buying the Designer? @EricAnderson ?


  • 2.  RE: Client is presently using the Income Statement fro

    Posted 09-12-2014 12:18
    just anything is possible with excel - but I can tell you that my rule is I don't do financials in SI unless the client owns the designer. It's only $640 and if they don't purchase it you/they will probably spend more time & money in the long run, and they won't have the flexibility they need in the future.


  • 3.  RE: Client is presently using the Income Statement fro

    Posted 09-12-2014 13:00
    Good point - thanks for the perspective.