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Post Info TOPIC: Can you help me identify which Sage report I need please?


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Can you help me identify which Sage report I need please?
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My client uses the Ex Ref field in Sage to hold his job order numbers against supplier invoices.  He now wants a report to see how much has been spent by job order number but I can't find a report in Sage that pulls back the information contained in this field.

Can you help me please?

Thanks in advance

 

Esther



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Accountancy services for contractors, freelancers and the self-employed.

http://www.accounting4contractors.co.uk/

 



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Hi Esther

Could you not export the data to excel and then sort accordingly?

Sam

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Sam



Master Book-keeper

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Can you custom build your own report through Sage Report designer?

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 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position



Expert

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It is beyond me, why Sage doesnt put the Ex Ref in all reports that relate to suppliers/purchase invoices - but you have to add it in, using report designer, as far as I understand. I have managed it, but it wont back date. Theres an old post on here by me, I will see if I can find it. Might be tomorrow now tho, sorryyyy

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Master Book-keeper

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I recall that one - didnt understand a word of it!


__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position

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