You can set up a custom report with database fields to match your Sage set-up.
Everyone's Sage set-up is slightly different, so the custom report is designed to provide you with the flexibility that you need. We recommend that you set up Accounting groups and codes in WebCollect to match your Sage set-up.
If you are not sure how to set the report up, we can set you up an example Sage Report. It's based on Sage reports that some of our organisations have set up. It's unlikely to be a perfect match for what you need, but will give you a good starting point. If you would like us to set you up an example Sage report, send us an email.
