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Transactional management reports

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This articles covers the different transactional management reports available in Sage 50cloud Accounts Standard and above.


Using Sage 50cloud Accounts Standard and above, you can run transactional management reports that use the information from each individual 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.

NOTE: Sage 50cloud Accounts Essentials doesn't include these reports. If you'd like to upgrade, you can contact our sales team on 0191 479 5955, option 3 (UK), or 014 470 806 (ROI). Or, if you'd like us to call you back, leave your details and we'll be in touch.

Where to run the reports

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're yet to close off your financial year end and want to run these reports for the new year, just set the dates for the required period.

Running the report for a previous financial year

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

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