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Sage Master Builder v14 – REPORTS UPDATE

June 25th, 2009 · No Comments

Sage Master Builder Version 14
CUSTOM REPORTS UPDATE – Thursday, June 25, 2009

By Jim Schuett, Sage Master Builder Report Writer

The new version (v14) of Sage Master Builder is scheduled for August / September this year. Sage Master Builder (SMB) has been re-architected with new, state-of-the-art technology that not only lays a solid foundation for the latest enhancements in Version 14, but also for many years to come. Sage Master Builder now supports Microsoft® Server 2008 and runs on either 64-bit or 32-bit operating systems.

What does this mean for your Custom Reports?
Several issues exist, or may arise:
• Existing custom reports in SMB may work fine, but should be tested at earliest convenience.
• Some of the SQL statements in custom reports may not work in v14
• Some of the report forms may leave page 1 blank, and start info on page 2
• Reports written in v14 won’t work in prior versions (like v13 or earlier)
• Reports written in versions prior to v14 should work in v14, with some exceptions as noted above.
• One plus is that if a report doesn’t work, v14 tells more specifically what the cause is

All 250 Custom Reports on Website Tested & Work in SMB v14
• I’ve thoroughly tested all 250+ reports available on my website;
All work perfectly in Version 14. (This is after a couple “tweeks” on 4 or 5 reports.)
• You can feel confident that any custom reports you purchase from will work perfectly in v14, and you need not be concerned about the new SMB platform changes.
• My custom reports in the future will all be written in Version 13 (so they will be usable in all SMB versions), and tested in Version 14, for use in the future versions.
• If you have reports I’ve written in the past that don’t work in v14, I’m glad to take a look at them. If a quick fix, no problem, otherwise I will charge half my hourly rate to make v14 related modifications.

New reports included in Sage Master Builder v14
• Profit & Loss by Job Report – Provides you with your gross profit breakdown by individual jobs and cost types.
• Income Statement by Period Report – Includes up to 12 side-by-side period comparisons for the current year.
• Executive Dashboard – Gain even more visibility into your business with an increased ability to view an unlimited number of under-billed jobs.

Additional Sage Master Builder v14 Enhancements
• Release a retention-only invoice in Progress Billing.
• RFI/RFP numbering by job.
• Monthly close books and audit process improvements.
• Change quarter selections on checks and recalculate records.
• Notes transfer from Daily Field Reports to Daily Payroll.
• Financial Review and Project Review graph improvements.
• Updated “Windows” look and feel on the Desktop, buttons, and toolbars.
• Fully functional mouse wheel scrolling in list windows.
• Smarter subcontracts – Your subcontracts just became smarter. Now information about job costs, invoicing, and related change orders is centralized so it integrates automatically with your accounts payable invoices. Eliminate double-entry with enhanced job costing details and efficiently track invoice amounts and balances due on subcontracts so you can easily keep track of partial payments.
• “Push-button” exports – Simple integration with Microsoft ® Outlook, Word, and Adobe® Acrobat allows you to export reports directly out of Sage Master Builder with an easy mouse-click.

Contact me with any questions or requests.
Click here to contact:

Jim SchuettAlways At Your Service
Sage Master Builder Report Writer / Advisor
SEM Pay-Per-Click Marketing Professional
Website Design and Hosting

Tags: Helpful Tips · New Reports · Notes from Jim · Sage Master Builder

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