Case category//How do I...//setup/create/run a report
Author:
Stephanie.dodd@SAGE.COM
Running management reports for a previous financial year
Description
Cause
Resolution
Use a previous year's archive data
To produce a balance sheet, profit and loss or trial balance report for a previous financial year, run the reports from your archived data. This is the only option for a profit and loss report.
Use Transactional management reports
If you didn't archive your data and haven'tcleared the audit trailfor the reporting period, run these reports within your current data. You can exclude your year-end journals to show your prior year figures.
Transactional Balance Sheet
Transactional Trial Balance
NOTE:Sage 50 Accounts Essentials doesn't include these reports. Use your archived data instead.