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Sage Financial Report Writer

  • 1.  Sage Financial Report Writer

    Posted 10-28-2024 14:11

    For an upgrade, a customer has switched from FRx to Intelligence. They are having technical difficulties with SI. We've been trying to identify the cause. While we're doing that, I've been asked:

    Is there another third-party report writer that is compatible with Sage 100 that gets use? 

    Do any of you have any suggestions? It's been a while since I worked with other solutions.

    Thank you.



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    Karen O'Lane
    Accounting Systems, Inc. (ASI)
    kolane@asifocus.com
    559-448-0900
    559-577-4142
    http://www.asifocus.com
    ------------------------------


  • 2.  RE: Sage Financial Report Writer

    Posted 10-28-2024 14:25

    https://www.f9.com/erps/erp-sage



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 3.  RE: Sage Financial Report Writer

    Posted 10-28-2024 14:25

    Sage Enterprise Intelligence is the next step up.  More robust than SI.  Cloud based.

    obrown@tangerinesoftware.com  514 748 9309  Ext 235.

    It has been a year since our last conversation.  Hopefully, she hasn't moved on.

    Of course, there is Dataself



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    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444
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  • 4.  RE: Sage Financial Report Writer

    Posted 10-28-2024 14:43
    We do a ton with SI but have done Sage Enterprise Intelligence, BizNet and Renovo FYi soft. However, I agree with Wayne these are all pricey.

    What issues are you having with SI?

    --
    Tara Morgan Schinkel, CPA
    Stewart Technologies, Inc.
    CFO/ Team Lead for Apps 


    Get the Boomerang Email App on mobile



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  • 5.  RE: Sage Financial Report Writer

    Posted 10-28-2024 14:36

    Recommend you test them for a budget before spending much additional time. Some of the other options can get pricy. I've also had a couple customers go back to the good ole standard financials. It all depends on the reporting need and size of the wallet.



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    CT
    ------------------------------



  • 6.  RE: Sage Financial Report Writer

    Posted 10-28-2024 14:43

    We've used Vivid Reports, which is an Excel add-in that is extremely powerful and flexible, but definitely has a learning curve. 



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    Steve Iwanowski, NextStep Technology Advisors, aka DSD Lancaster PA ¯\_(ツ)_/¯
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  • 7.  RE: Sage Financial Report Writer

    Posted 10-28-2024 14:43

    I agree with @Wayne Schulz regarding a discussion about budget.

    I assume they were using FRx to combine companies into their financial reports, but if that's not the case and their needs are simple, maybe they can use the standard Financial Reports from Sage.  If not, what is the technical issue with SI?  Maybe it's something we can put our heads together and assist?



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    Javier Guzman
    Consultant
    ProSolutions
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  • 8.  RE: Sage Financial Report Writer

    Posted 10-28-2024 15:03
    Edited by Karen O'Lane 10-28-2024 15:06

    They only have one user for Report Manager, although we have tried on two workstations with the same result. Intermittently they receive:

    Error: "462 The remote server machine does not exist or is not available". Solution ID 223924650038003. Customer internal IT has eliminated any potential causes that they are able to. 

    The installed Excel version is: Version 1908 (Build 11929.20838 Click-to-Run)

    Sage Support seems to think it's a compatibility issue and recommended rolling back to version 2016, to which the customer replied "He cannot revert to Excel 2016; he'st not licensed for it; they don't sell licenses from Office 2016 any longer". 



    ------------------------------
    Karen O'Lane
    Accounting Systems, Inc. (ASI)
    kolane@asifocus.com
    559-448-0900
    559-577-4142
    http://www.asifocus.com
    ------------------------------



  • 9.  RE: Sage Financial Report Writer

    Posted 10-28-2024 15:08

    *Office 2016

    (this isn't Back to the Future)



    ------------------------------
    Karen O'Lane
    Accounting Systems, Inc. (ASI)
    kolane@asifocus.com
    559-448-0900
    559-577-4142
    http://www.asifocus.com
    ------------------------------



  • 10.  RE: Sage Financial Report Writer

    Posted 10-28-2024 15:13

    You can still get Office 2016.    Had a client "stuck" with a 2010 version of Exchange which does not work with versions of Outlook past 2016.   Not from Microsoft however.   Do a google search, there are lots of companies that sell it.

     

     






  • 11.  RE: Sage Financial Report Writer

    Posted 10-28-2024 15:14
    Have you tried having them load full version of excel instead of click to run? That could be the issue.

    --
    Tara Morgan Schinkel, CPA
    Stewart Technologies, Inc.
    CFO/ Team Lead for Apps 


    Get the Boomerang Email App on mobile



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  • 12.  RE: Sage Financial Report Writer

    Posted 10-28-2024 15:21

    If it's the error I worked with, it's not the VERSION so much as the BUILD.  If there is a more recent BUILD of his version, that should alleviate the error.



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    Beth Bowers
    (269) 358-0989
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  • 13.  RE: Sage Financial Report Writer

    Posted 11-03-2024 14:56

    The customer reported that they updated their BUILD of Excel and then everything worked properly. Thank you for this suggestion, @Beth Bowers. You saved my bacon.

    FYI, Sage updated the KBA with this information.

    Thanks to everyone who provided suggestions for other report writers. I'm keeping all this in a file for reference the next time.  :-)

    Karen



    ------------------------------
    Karen O'Lane
    Accounting Systems, Inc. (ASI)
    kolane@asifocus.com
    559-448-0900
    559-577-4142
    http://www.asifocus.com
    ------------------------------



  • 14.  RE: Sage Financial Report Writer

    Posted 11-03-2024 17:54

    Yay, @Karen O'Lane!



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    Beth Bowers
    (269) 358-0989
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  • 15.  RE: Sage Financial Report Writer

    Posted 11-04-2024 09:04

    This is a great add to our KB here - Sage Intelligence Error: "462 The remote server machine does not exist or is not available" - Resolution with Excel Build Update



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    CT
    ------------------------------