Sage 100

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  • 1.  Rollup Type and Sage Intelligence

    Posted 09-10-2020 09:28
    Can rollup codes from the GL be added to a SI report? If so, how? Working on expanding my SI skills.

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    Myron Stevenson
    Consultant
    Clearis Consulting, Inc
    Duluth, MN
    218-525-6720
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  • 2.  RE: Rollup Type and Sage Intelligence

    Posted 09-10-2020 09:43
    In the newer versions of SI, rollup codes are one of the sub report sheets and on the task pane lists I believe there is a item rollup codes. 
    You would reference the rollup code vs the gl account in the formula. 
    N






  • 3.  RE: Rollup Type and Sage Intelligence

    Posted 09-10-2020 12:40
    What Nancy said. I wrote an extensive report for a customer a year ago that used the rollup codes.

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    Karen O'Lane
    Accounting Systems, Inc. (ASI)
    Fresno CA
    803.252.6154 x242
    559.577.4142
    90 Minds Treasurer
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    Original Message


  • 4.  RE: Rollup Type and Sage Intelligence

    Posted 09-11-2020 09:00
    If you click into the fx formula you have to scroll down the list to see the GL Rollup Type fields.  This screen shot is an example using the GLActualYTD, hope this helps.
    GL Rollup Type


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    Bruce Kern
    SWK Technologies Inc.
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  • 5.  RE: Rollup Type and Sage Intelligence

    Posted 09-11-2020 15:32
    Thank you for the comments and tips.

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    Myron Stevenson
    Consultant
    Clearis Consulting, Inc
    Duluth, MN
    218-525-6720
    ------------------------------

    Original Message


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