Kianoff & Associates Crystal Clear Reports for Sage 100

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1 Kianoff & Associates Crystal Clear Reports for Sage 100 We have developed Crystal Reports for all current versions of Sage 100 and are available for most all modules. Accounts Payable BP801- Vendor File Folder Labels - The Accounts Payable clerk is wonderfully neat and organized, but every year she spends hours preparing new vendor files. Use the Vendor File Folder Labels to quickly create neat, clean folders at year end, or any time a new vendor is added. BP802 - W-9 Form Letter for Vendors - The law requires that you have Identification Numbers on file for all vendors, but it could take hours to put together a vendor list or create a mail merge document. The W-9 Form Letter is already written for you, and linked to your Vendor Master file. Just print, then mail. BP803 - Vendor Discounts Lost - This report is intended to assist management in weighing the benefits of having cash on hand against the cost of lost discounts. Discounts taken after the discount date has passed are also identified. BP804 - Detailed Check History Report - Provides a check history report that includes invoices paid and General Ledger accounts posted. BP805 - Aged Trial Balance Report - Provides an Accounts Payable Aging that agrees to the General Ledger. General Ledger BP861 - Transaction Amount Search - The Transaction Amount Search report is designed to search for transactions that have been posted to Bank Reconciliation. Call for pricing. BP862 - Detail Sorted by Source Report - This report is designed to show the detail posting of the GL Accounts for a specified period of time grouped by Source Journal. Call for pricing. BP863 - Out-of-Balance Source Journal Report - This report is designed to find any out of balance journal based on the date range and source journal selection. Call for pricing. BP864 - Monthly Comparative Financial Report - This report is designed to show the detail posting of the GL Accounts based on the wild card (*) GL Account search. Call for pricing. BP865 - Account Transaction Report - The Account Transaction Report is similar to the GL Detail Report in MAS90 except that it allows for advanced account number selection with wild cards. Call for pricing.

2 Accounts Receivable BP821 - Customer File Folder Labels - Provides a quick way to print file folder labels (Avery #5266) customer or a range of customers. BP822 - Collection Reports - This report lists outstanding invoices, by customer, in order of the highest balance. You can choose which aging category to use for the balance. BP823 - Credit Aging Report - This report is designed to give a listing of all outstanding Credits and prepayments on customer accounts. BP824 - Aged Trial Balance Report - Provides an Accounts Receivable Aging that agrees to the General Ledger. BP825 - Customer Discounts Taken - Shows the cost of Terms Discounts allowed to Customers. Management can determine the cost of allowing discounts for early payment and weigh those costs against the benefit of lower outstanding receivables. The report will also show which customers have taken discounts past the allowed date. BP826 - New Customer Accounts - To provide a list of new customers based on the date established in Sage. The report can be printed for a specified periods of time as a reference for management or for sales people to identify new accounts assigned to them. C BP827 - Sales and Cost of Sales Reconciliation - Provides a detailed listing of the Accounts Receivable or Sales Order transactions that are posted to a given Sales or Cost of Sales account for a given period of time. Payroll BP901 - Employee File Folder Labels - Employee File Folder Labels printed in alphabetical order, or by employee number. BP902 - Time Card Labels - Prints labels for Time Cards with name, employee number, and Payroll period date range. BP903 - Employee Census Report 401k - This report pulls information from the employee master file showing items such as Name, DOB, DOH, SS#, Compensation, 401(k) contribution, Employer match, etc. BP904 - Employee Census Report Disability - This report pulls information from the employee master file showing items such as Name, DOB, Compensation, and Occupation. BP905 - Workers' Compensation Pay Detail - Prints and separates out employee wages that are subject to Workers' Compensation. BP906 - New Hire Review Report - This report shows all employees for a specified date range based on Hire Date or Review date. BP907 - W-2 Summary Report - This report is designed to print out the W-2 information showing the Total summary for the Company, Department or Detailed by Employee. BP908 - Data Entry Audit Report by Last Name - Prints the Data Entry Audit Report by Employee Last Name.

3 Payroll (continued) BP909 - Employee Loan Balance Report - Reports on garnishments, child support, employee loans and other deductions including 401(k), medical reimbursement, savings plans, insurance by goal, balance to goal by any date range. BP910 - Employer's Expense By Department - Drills down employers expense summary (a pay period requirement) by department in detail or summary by any date range to verify W2s, 941s, & 943s for federal tax deposits. Inventory Management BP841 - Stock Status Summary - The Stock Status Report is designed to show the quantity on hand and how long before you run out of stock. BP842 - Inventory Trial Balance Report - Date sensitive Inventory Trial Balance Report. BP843 - ABC Inventory Analysis - This report is designed to group Inventory Items into three categories based on Year to Date Sales and Issues. ABC analysis is based on the concept that a small percentage of Items will provide the most Sales Revenue (A Items). The next group will contain more Items, but comparatively less Sales Revenue (B Items). The final group will be a large number of Items that have few Sales (C Items). From a management perspective, it is most efficient to expend time, energy and resources on the A Items, and little to no effort on the C Items. BP844 - Negative Inventory Report - Provides a list of inventory items with negative quantities. Negative on-hand quantities represent a problem that should be researched and corrected. BP845 - Inventory Tier Aging Report - Aging of on hand inventory based on receipt date. BP846 - Low Usage Inventory Report - This report is designed to show all items where the usage (based on the number of months specified) falls below the quantity on hand. BP847 - Inventory Usage Stock Status - This report is designed to show the total inventory usage broken out by months. BP848 - Top 50 Items - This report is designed to show your top 50 items sold and all other items included in an 'Other' category. Purchase Order BP881 - Inventory Purchasing Buy Card - Shows historical purchase history of an item. BP882 - Open Purchase Order Report - Provides a listing of open Purchase Orders, which allows the user to specify the date ranges based on planned receipt dates. Also allows the user to include Vendor ranges. BP883 - Expected Delivery Report - Prints Open Orders based on the Expected Delivery Date on the PO.

4 Purchase Order (continued) BP884 - Vendor On-Time Delivery Report - This report lists vendors, the number of orders you have placed, the average lead time, and average days late, as well as a percentage of time that the orders arrive on time. BP885 - Purchase Price Variance Report - To provide the user with information on what they are receiving in inventory in at against a Standard Cost. BP886 - Purchase Order Receiving Form - This report is a form for receiving to record the number of items received by Purchase Order. It shows the vendor's part number, your part number, the quantity ordered, what has already been received, and has a place to record what you are currently receiving. PO201 - Vendor Due Date Report - This report lists vendors, the number of items per vendor, the lead time and the due date of the individual line item based on lead time. Sales Order BP921 - Predicted Sales Report - This report combines all invoices and open orders that are to ship for the time specified, to predict what the sales will be. BP922 - Sales to Date - This report prints Sales to Date for a date range you specify. It can be printed in summary or in detail, and will sort by product line, or by salesperson. BP923 - Unshipped Orders - This report lists open Orders based on a ship date and sorted by customer. BP924 - Customer Open Order / Invoice Report - Customer Open Invoice Aging, including Open Orders. BP925 - Back Ordered Items Available to Ship - A report showing items with a Back Order Status, with Inventory Quantity available. BP926 - Orders To Ship Today - This report is designed to show all orders that are to ship today. BP927 - Deposit Reconciliation - The deposit reconciliation is designed to help in the reconciliation of prepayments applied to Sales Orders. Sales Review BP941 - Invoice Gross Margin Review - This report is designed to show all Invoices that fall outside of a certain gross margin range. This allows for easy identification of invoices that need correction before updating. BP942 - Top 50 Customers - Prints the top 50 customers in order of MTD or YTD sales. BP943 - Lost Sales by Reason - This report is designed to show canceled orders by reason. BP944 - Sales Discount Report - To show the discounts given to customers by customer or by the sales person. BP945 - Commission Report - Detailed calculations of commissions, with or without cost and profit information.

5 Sales Review (continued) BP946 - Item Sales by Customer / Customer Sales by Item - This report is designed to show sales history by Customer or by Item showing the MTD and YTD sales and profit for a specified date. BP947 - Sales Detail by Product Line - Shows sales amount, cost, quantities, and profit by Product Line. BP948 - Paid Invoices Commission Report/Salesperson Commission Report - This report shows commissions based on paid invoices for a specified date range. SR201 - Top 10 Customers Report with Graph - Prints the top 10 Customers in order of MTD or YTD sales with a graph. Salesperson Tools BP961 - Customer Open Item Invoice - The Customer Open Item Invoice is designed to combine the open Sales Orders with the Sales History to give a complete view of the customer open orders and sales history by Item or Product Line. Client price: $700 BP962 - Most Recent Items Purchased - This report is designed to show the Items purchased based on a date range specified. BP963 - Salesperson Sales and Profit Report - Shows the Gross Profit and Gross Profit Percentage on a line by line basis for any invoice in the date range selected. BP964 - Open Orders Entered by User ID - This report is designed for review of Orders entered by User ID. BP965 - Customer / Item Ranking by Salesperson - Top Customers/Items Sales History report grouped by Salesperson. BP966 - Prior Year Sales Comparison - The Prior Year Sales Comparison is designed to provide a comprehensive comparison between two years based on the date selected.