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Sage Reporting & Microsoft Access

  • 24-03-2019 12:42PM
    #1
    AtticusFinch86
    Registered Users, Registered Users 2 Posts: 370 ✭✭


    Hi All,

    I work in industry and have recently changed jobs. I've gone from the preparation of a single set of management accounts (for one company) to preparing a set of monthly management accounts for 8 separate entities (all with their own sage accounts) and a consolidated set of accounts.

    This new place uses an older version of sage (2011) that is quite cumbersome and not very user friendly when it comes to consolidated accounts/reporting. Each time I want to prepare and review the month end accounts I have to log into each separate profile, print the various reports (trial balances, creditor reports, activity reports, etc.) and then review them to ensure no additional adjustments are required. Once I have reviewed and reconciled all of the individual company accounts, I then perform a manual consolidation on a spreadsheet. This is quite a time consuming process

    I guess my question is, is there a way to speed this whole process up? In particular, is it possible for me to set up some sort of a macro that will automatically generate all the individual reports for each company (trial balance, creditor reports, etc.). If so, can you point me in the direction of any courses or websites that would help me understand how it works and what other uses it might have in my line of work?

    Previously, I've seen something similar using Microsoft Access (I think it was an Access macro that seemed to pull trial balance information from Sage and then exported it to excel).

    Any help much appreciated.


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