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  • 1.  Sage Intelligence Install ?

    Posted 02-28-2025 15:20

    I know Sage Intelligence is installed with WKSETUP.  Does anyone know where the install executable is for just Sage Intelligence.  For a non Sage user that receives financials, I want to see if the install of the executable will allow the person to open the Excel file without getting the Name? in the fields.



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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
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  • 2.  RE: Sage Intelligence Install ?

    Posted 03-01-2025 10:45
    Edited by Jeff Schwenk 03-01-2025 10:46

    I think this was addressed at one time.  Search the way back machine.  SI comes with a view add in that should address your needs.  As stand alone, I would still expect it to need a user license.  YOu could also try installing the Sage client, configure Excel and then delete the Sage folder (or hide the icon).

    Also, I think the Sage user creating the SI report can save (export) the spreadsheet so you wouldn't SI.



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    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
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  • 3.  RE: Sage Intelligence Install ?

    Posted 03-01-2025 12:57

    Yes, I'm going to try installing the Sage client.



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
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    Original Message


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