Transactional management reports

Different transactional management reports are available in Sage 50 Accounts Standard and above.

Description

NOTE: This feature is available for Sage 50 Accounts Standard or above. To upgrade, leave your details and we'll be in touch.

You can run transactional management reports using information from each transaction instead of the period values of a nominal code.

This means you can specify detailed criteria, such as date, department and transaction number ranges.

Report Name	Where to find
Transactional Trial Balance	Click Nominal codes then Reports, then click Trial balance then Transactional Trial Balance.
Transactional Profit and Loss	Click Nominal codes then Reports, then click Profit and Loss then Transactional Profit and Loss.
Transactional Balance Sheet	Click Nominal codes then Reports, then click Balance Sheet then Transactional Balance Sheet.

TIP: If you haven't closed your financial year end and want to run reports for the new year, set the dates for the required period.

You can run the transactional management reports to give you information from a previous financial year.

Upgrading your licence

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