Combining Accounts in SMI financials

Replies to This Discussion

Permalink Reply by Stephen Coull on August 26, 2011 at 10:41pm

Hi Diana,

 

This can be achieved in 3 different ways - I will be creating a short video to show all 3 so if you would not mind waiting a few days, it would be best explained by watching a short video.

 

Steve

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Permalink Reply by Sue Valentis on September 16, 2011 at 9:11pm

Steve,

 

I attended the webinar today which you mentioned would be covering this topic.  The topic was covered at the end of class, and only one option was presented (which is not working on my report).  Again, can you let me know when the video you referenced above will be available?  Thanks!

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Permalink Reply by Sue Valentis on September 12, 2011 at 7:13pm

Stephen, I just joined the forum.  Is this video released yet?

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Permalink Reply by Stephen Coull on September 12, 2011 at 11:59pm

Hi Sue,

 

The video has not yet been created as it will be covered in an upcoming webinar on 16 Sept - you can register for the session here http://www.alchemex.com/Sage/SageMasPtnrsWebinars.aspx

 

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Permalink Reply by Stephen Coull on September 15, 2011 at 8:47pm

Hi Sue,

 

Hope you have registered for the webinar tomorrow. Please also take a look at this video that will show you have to convert FRx report to Sage Intelligence using the Financial Report Designer 

http://www.youtube.com/watch?v=oaAW0NulHl4

 

Hope this helps

 

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Permalink Reply by Stephen Coull on September 22, 2011 at 8:16am

Diana,

 

Have you managed to watch the video I posted last week to assist with this challenge at http://www.youtube.com/watch?v=oaAW0NulHl4

 

Let me know if this helps.

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Permalink Reply by Sue Valentis on September 22, 2011 at 2:30pm

Yes, it helped tremendously, thank you!  I'm also interested in the other methods, let me know when/how I can learn about them.  Thanks again.

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Permalink Reply by Karen O'Lane on November 10, 2011 at 6:34am

When I create a report for a customer with their data at my office using this method of mapping account groups by Account Code, and then export the report on my system and import onto the client's system and run the report, the report generates with incorrect references to the raw data. And when I click the Mapping Tool in BI Tools, I receive a message window titled "Error Acquiring Excel" with a message "Could not locate correct Excel instance. Please close all instances of Excel and try again." It seems that the export/import does not retain the custom account mappings. Any ideas?

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Permalink Reply by Stephen Coull on November 10, 2011 at 9:42pm

Hi Karen,

I have not attempted to do what you have tried but will give it a try and get back to you.

Can you confirm that you performed a "create and link" of the template once you had applied the mappings and the report was run out?

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Permalink Reply by Karen O'Lane on November 10, 2011 at 9:59pm

Hi, Stephen. Yes, I sure did. We started from scratch at the customer's office, so this is not a burning issue, but it would be nice to get it working so that I can work off-site to help customers. Thanks.

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Permalink Reply by Debbi Silberberg on February 14, 2012 at 5:38pm

Hi, was this issue resolved?  I am about to start creating a custom report for a client using their data on my computer.  I'd hate to import it to the client site and have it not work.

Thanks

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Permalink Reply by Karen O'Lane on Saturday

Debbi, this hasn't been resolved, as far as I know. I still have this problem, and it's May 2012! I'm sorry I didn't respond sooner. I've kinda given up with SMI because it's so buggy.

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