Kellye Leitholf
  • Female
  • Dillsburg, PA
  • United States
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Using BUDGET Formula
1 Reply

I am using the BUDGET and BUDGET YTD formulas in an intelligence report that I am designing.  How do I incorporate the BudgetID into the formula?  Below is my formula, but the value returned is…Continue

Started this discussion. Last reply by Peter Scully Jul 9, 2018.

Balance Sheet Formula
1 Reply

I am building a balance sheet with Report Manager.  What is the best formula to return the account balance as of a certain period?Continue

Started this discussion. Last reply by Peter Scully Mar 27, 2018.

Getting Started with Sage 50 US Connector
7 Replies

We just added the Connector to Sage 50 US Edition. I opened the Connector, but I only have Enterprise to select.  I do not see anything that appeared on the video I watched. Can someone help me get…Continue

Started this discussion. Last reply by Kellye Leitholf Mar 19, 2018.

 

Kellye Leitholf's Page

Latest Activity

Peter Scully replied to Kellye Leitholf's discussion Using BUDGET Formula
"Hi Kellye. When you select the formula and open the Function Arguments window (the fx icon next to the formula bar), is there any field for Budget ID?"
Jul 9, 2018
Kellye Leitholf posted a discussion

Using BUDGET Formula

I am using the BUDGET and BUDGET YTD formulas in an intelligence report that I am designing.  How do I incorporate the BudgetID into the formula?  Below is my formula, but the value returned is BudgetID is required.=GLBudget50("Black Bear Hospitality LLC",400,$C$1,$C$2)Where is the BudgetID inserted in the formula?KellyeSee More
Jul 5, 2018
Peter Scully replied to Kellye Leitholf's discussion Balance Sheet Formula
"Hi Kellye. The Closing Balance formula, given a particular period as an argument, will return the closing balance at the end of that period.  This is typically used in a Balance Sheet. The Actual formula, given a particular period as an…"
Mar 27, 2018
Kellye Leitholf posted a discussion

Balance Sheet Formula

I am building a balance sheet with Report Manager.  What is the best formula to return the account balance as of a certain period?See More
Mar 27, 2018
Kellye Leitholf replied to Kellye Leitholf's discussion Getting Started with Sage 50 US Connector
"Funny thing. While trying to figure this out. I realized that if I close the Connector, I can run reports. Thank you so much for your comments.  I now have the missing companies connected through the Connector. THANKS!"
Mar 19, 2018
David Bryant replied to Kellye Leitholf's discussion Getting Started with Sage 50 US Connector
"Are you able to run any other reports? If this is happening to just one company then the issue should be data related. The general sage 50 support queue should be able to assist you with this. Thanks "
Mar 19, 2018
Kellye Leitholf replied to Kellye Leitholf's discussion Getting Started with Sage 50 US Connector
"Thanks for the quick response.  I tried to do that, but am having issues running sage intelligence.  Every time I open the missing company and select Intelligence Reporting, or just a Financial Statement for that matter, Sage stops working…"
Mar 19, 2018
David Bryant replied to Kellye Leitholf's discussion Getting Started with Sage 50 US Connector
"Are you saying the company does not appear in consolidation list? If not, simply log into that company and run sage intelligence once,This will add it to the cache and you should be able to select it."
Mar 19, 2018
Kellye Leitholf replied to Kellye Leitholf's discussion Getting Started with Sage 50 US Connector
"I have built the report and it seems to be working, but how do I add a company that does not appear in the Tenant Cache?  I am building a report that pulls data for several Sage 50 US company files and not all companies appear in Tenant Cache."
Mar 19, 2018
David Bryant replied to Kellye Leitholf's discussion Getting Started with Sage 50 US Connector
"Hello Kellye This should work fine. The video Helen posted should assist.  You can even customize one of the standard reports within the financial report designer 1-0 to do this. Let us know if you have any issues Thanks "
Mar 19, 2018
Helen replied to Kellye Leitholf's discussion Getting Started with Sage 50 US Connector
"Hello, I found this video quite helpful: http://www.youtube.com/watch?v=7LuDIROgbiw Maybe give it a try."
Mar 16, 2018
Kellye Leitholf posted a discussion

Getting Started with Sage 50 US Connector

We just added the Connector to Sage 50 US Edition. I opened the Connector, but I only have Enterprise to select.  I do not see anything that appeared on the video I watched. Can someone help me get started?My goal is to pull data form eight different companies all set up in Sage 50 US into one file, so I can then create an income statement that shows a column for each company.See More
Mar 15, 2018
Muttaqi ismail replied to Kellye Leitholf's discussion Creating Multi Company Reports in the group Sage Intelligence Reporting
"Hello Kellye, There are several ways to accomplish this with Sage Intelligence. First, watch this short video on how to quickly consolidate companies with Sage 50 US. Second, watch this short video on how to make simple financial statements in…"
Mar 11, 2018
Kellye Leitholf added a discussion to the group Sage Intelligence Reporting
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Creating Multi Company Reports

I need help creating an income statement that shows a separate column for each different company file we have set up in Sage 50 Accountant US. I have tried setting up a Consolidated Company, but that did not keep data separate for the individual companies.  Is there a way to use Intelligence Reporting to create just a report?See More
Mar 9, 2018
Kellye Leitholf joined Bron Dorrofield's group
Mar 9, 2018
Kellye Leitholf is now a member of The Sage Intelligence Community
Mar 8, 2018

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Sage Intelligence powers the following Accounting/ERP/Payroll solutions, pick yours
Sage 50-U.S. Edition Intelligence Reporting (Formerly Peachtree)
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