Sage Fixed Assets Ideas Portal

Batch reports feature for Customized reports and Tax Reports like 4562 and 4797

It would ne nice if Sage has a feature where we could create batches to run the Customized reports and some Tax Form Reports like 4562 and 4797 reports. This would avoid opening each entity and running the reports for each entity separately.

  • Guest
  • Feb 5 2022
  • Great Ideas Delivered
  • Derek Ouellet commented
    12 May 22:44

    The solution does not address the user's request (or mine). We need to be able to run this as a batch across COMPANIES. Our Tax guy has to run 160 reports individually (4562 form for every company for tax and internal books). Please add batch functionality for this in 2025.1 (although we still can't update to 2025.1 since some Planning functionality is broken).

  • Admin
    Ann Donie commented
    January 04, 2024 00:53

    This request has been delivered! You can add four tax reports to a batch in version 2024.0 (available Aug 31, 2023) and later. Additionally, you can save multiple versions of the tax reports with different report criteria.

  • +1