Sage Intelligence for Accounting

In addition to the ready-to-use reports you get with Sage Intelligence for Accounting, we provide you with a library of templates that you can use to create custom reports that meet your specific needs. Each template, which is designed based on your feedback, provides a framework that you can populate with the information you need.

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Profit & Loss
Profit & Loss

Handy for long term financial monitoring and planning

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Statement of Assets and Liabilities
Statement of Assets and Liabilities

Template for current month and annual assets and liabilities

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How to use Sage Intelligence Templates:

  1. Download any ready-to-use template below.
  2. When you open the workbook you will see the Intelligence Reporting log in on the right.
  3. Enter the same login credentials that you use for Accounting because the data that will load into your workbook will be from your Accounting system.
  4. Select the company or companies you want to report on and the years and click Load.
  5. After viewing and interacting with your data, don’t forget to save it somewhere safe on your computer or why not try save to OneDrive, a cloud storage app that you get free with your Microsoft account.

Your Accounting data will be loaded onto your workbook. And, guess what? After this, you will never have to go through all the ‘getting started’ steps again because you’re all set up for the future! The next time you open your workbook, from where you saved it, it will be automatically refreshed with your latest Accounting data.

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