I need to get a report from sage 50 pro showing P&L on a month by month basis which also shows same periods for prior year on month by month basis. Any idea how I get the report? Just actuals for comparison.
-- Edited by Fredja on Friday 9th of October 2020 10:55:19 AM
There are a number of third party programs, including ours, that provide this sort of thing for Sage. Onion Reporting Software, Proud Numbers, Cascade BI, Accounting Insights and Pendragon Systems Ltd are a few that spring to mind - there may be others. Most offer free trials so you can see what you get for your money.
Thank you for your response. I have seen a report such as this direct from Sage. No add ons used. Previous incumbent produced it. Just not sure how to get it.
Maybe they ran the comparative P&L report and then clicked on the icon to export the data to Excel and then did a tidy up each time? One thing to note is that it is balance based rather than transactional, which may be an issue in the early months of a new year before the year end process is run for the old year.
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-- Edited by Shamus on Friday 11th of December 2020 02:43:52 PM
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Shaun
Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.
I have not seen such report in sage, you could run a monthly p&l for this year & then do same for last year. once you have done that you should be able to export that in excel and tidy things up. An alternative approach that i use is that i get monthly trial balance from assistant account and then i have created a bridge in excel which i use to create management accounts. Once it is set up, it barely takes 2 minutes to do monthly management accounts with year to date figures, previous year figures, budgets and variances etc.
