Sage Intelligence for Accounting

Feature Updates

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February 2019
Gain access to a customisable Management Report Pack
Get a consolidated view of the financial reports you need to ensure your business is on track. The Management Report Pack can be updated on a monthly basis at the click of a button, before you download it to Word to add commentary in context of each report and to further customise the pack.

Your feedback helps us build the best solution for you.

Because our aim is to build the best solution that suits your needs, we welcome your feedback on this beta feature so that we can continuously improve the value we add to you and your practice. Hit the Beta button to find out how you can send feedback.

Easily set or add new parameters to all your reports at once
Quickly and seamlessly update the parameters of all the reports in your Management Report Pack in one place, at the same time. Above your Management Report Pack, you’ll notice the same toolbar that’s present on your financial reports. You can use this the same way too—by instantly filtering all reports as needed. 

Save time with our ready-to-use Management Report Packs or create one from scratch

With the ready-to-use Management Report Pack that’s available, you get access to the essential financial reports you need all in one neat package. Simply select the parameters you would like to run your Management Report Pack out with and hit the Run Report button.
However, if you’d like to add your own reports or start again from scratch, hit the Customize Report button and you’ll be able to add or remove any financial report you want. Happy with your selection? Update the parameters as needed and hit the Run Report button—that’s it!

Download your Management Report Pack to Word to add your commentary and further customise it

Happy with how your Management Report Pack has turned out online? Here’s where it gets interesting. By selecting the Download to Word button, your Management Report Pack will open in Microsoft Word where you’ll be able to take full advantage of the world’s most powerful word processor—including all of its customisation functionality. In edition to changing the look and feel of your Management Report Pack, you can also add your commentary here and ensure that each stakeholder in the business is aware of exactly what’s going on.

*These new features are currently only available in the following regions: USA, Canada and UKI.
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January 2019

Quickly update your report parameters and settings with an all new filter pane.

In this Sage Intelligence release, you’ll notice exciting new features that will change the way you view and consume your financial reports:

1. View your reports in different tabs and compare them side-by-side. You’ll be able to perform complete, side-by-side comparisons (using different tabs in your browser) of your financial reports. Simply click on the Pop-Out button in the filter pane, and a snapshot of the report you’re viewing will open up into a new tab.      

2. Quickly update your report parameters and settings with an all new filter pane. With the new filter pane, you’re able to change your report parameters and settings, on the go, without having to re-run your report from scratch.

3. Gain access to two new Additional Reports (Available from December, 2018).

You also get two new operational dashboards which are ready to use with your business’s data.

Analysis of Aged Debtors Details: This report differs from the standard Analysis of Aged Debtors report in that it specifically returns regional information along with the due and overdue debtors analysis.

Sales Flash: This report gives you a high-level glimpse into the sales performance of your business. You’ll also notice that we’ve removed the Report Filters and Report Settings icons from the action pane of a report. You can now apply the parameters and settings in the new filter pane after selecting to run out your report. This ensures that it’spart of the natural flow of running out your report.

*These new features are currently only available in the following regions: USA, Canada and UKI.
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August 2018

Easily get the insights you need with our updated user interface and additional reports

With this release of Sage Intelligence, you’ll not only notice a fresh, new user interface that’s easy on the eyes, but also a redefined user experience that will help make your reporting experience even more intuitive and easy. Add all that up, with a new additional reports tab that gives you access to new reports on a regular basis, and you’ll be equipped to take your business further in no time.

Some of the things to look out for include;
  • New Shortcut menu on the left-hand side that now houses the data load, as well as a new favourites menu.
  • Easy flow of page navigation through the introduction of breadcrumbs.

  • Quick and easy editing of your report name and description.

That’s not all!

Because we strive to provide you with more value on an ongoing basis, we’ve added a new Additional Reports tab that will continuously be updated with new reports to help you better run and manage your business. Keep an eye on this tab for new reports that will be added on a regular basis.

To get you started, we’ve added 5 insightful reports to your new Additional Reports tab:
  • Overdue Customers: Flag customers who are currently overdue and owe you cash.
  • Top Customers: Get a dynamic view into your top customers.
  • Purchase Analysis: Gain actionable insights into where, and from who, you’re purchasing your goods and services.
  • Stock Movement: Gain deeper insights into the quantity and the value of stock you’ve purchased or sold in a given period.
  • Cash Book Analysis: Get an accurate view of the cash you’ve received and paid out from your bank accounts.

We hope you enjoy this latest release and discover the reporting efficiencies and advantages it gives you.

*These new features are currently only available in the following regions: USA, Canada and UKI.
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May 2018

Introducing interactive dashboard reports to Sage Intelligence for Accounting!

Sage Intelligence have introduced five interactive dashboard reports to Sage Business Cloud Accounting that will give you regular insights into your business’s key performance indicators. With these improved reports, you’ll be empowered with the ability to drill down into the detail of your information so that you can make faster decisions and act more decisively. Click on the report below that you want to find out more information on, and discover the incredible impact it will have on your business:

  1. Understand your customers with a Sales Trend Analysis report.
  2. Get a picture of your business’s health with the Financial Hygiene Dashboard.
  3. Collect your cash with the Analysis of Aged Debtors report.
  4. Track your creditors with the Analysis of Aged Creditors report.
  5. Know your numbers with the Business Snapshot Dashboard.
You can also get a complete overview of how these interactive visuals will change the way you view and understand your information by watching this quick video.

Additional flexibility to Add a Set of Rows

Adding a set of rows has received a major face-lift. It’s been designed with a new look and feel that’s accompanied with great functionality. Included functionality:
  • Adding rows at an Account, Account Category or Category Group level
  • The ability to select and remove multiple rows
  • Sorting and filtering capabilities.

To view the detailed release notes for this month’s major update, click here.

*These new features are currently only available in the following regions: USA, Canada and UKI.
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December 2017
In our journey to delivering a dynamic online reporting solution, we’ve designed a number of new features which are now available to you.
    • A fresh new User Interface – Take a look at this video to view these exciting updates, which include:
      • A clear distinction between standard and customer reports
      • Ability to create and organise your customised reports into folders
      • Personalise the name and description of your custom reports
      • All your great help resources found on the easily accessible help icon, helping you get started quickly
  • Ability to export to PDF, or download your report to Excel (retaining your formatting)
  • Additional customisation functionality
  • Additional functionality added to the Sage Intelligence calculator
Remember, you can enjoy these and other great Sage Intelligence for Accounting features at no additional cost. For more information on this release, take a look at the release notes
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September 2017

We’re excited to announce that we’ve made eight major improvements to Sage Intelligence for Accounting that will make using the reporting solution easier!

  Standard Reports page Here you’ll find the ready-to-use reports that ship with Sage Intelligence.   Reporting options button This button will make it quick and easy to create reports and folders.  
  My Reports page Your copied, customized or imported reports will be saved here.  
  Re-naming reports Custom reports can be renamed to a preferred name with a few clicks.   Adding descriptions You can add descriptions to new, customised and imported reports to clarify the output of each report.  
  Save reports to folders When saving a new, copied, or imported report, you’ll be able to select which folder you want to save them to.   Grouped Help resources All Help resources have been logically grouped together in one easy-to-access place.  
  Export to PDF In addition to “downloading” reports to Excel, you’ll be able to export them to PDF as well.
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April 2017

In our journey to delivering a dynamic online reporting solution, we’ve designed four new reporting features, which are now available to you:

Dashboards Get a visual representation of your financial and sales information. An example is seeing how much of your costs every Rand of sales covers, and how much of it is profit.  
  Management packs Consolidate your reports into one workbook. These can also be downloaded in Excel format and will still be linked to your Accounting data.  
  Excel report storage Keep your Excel reports safe and secure in the cloud. Remember these are still linked to your Accounting data.  
  Custom folder creation Navigate to your reports easier and reduce clutter.