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June 08, 2017

Do you know what a query is?

Anywhere in Sage that you see binoculars means you can run or create a query which is another option for getting the information from Sage you are looking for other than the standard reports.  You can use a query to find items you’ve cleared in your bank rec.  Just go to 1-3, click on the binoculars and choose the query you want to run.

query1-1.png

You can also run a query in 4-2 to find AP invoices you voided, or by any status.

query2-1.png

Queries are another way to run reports in Sage and are easy to create.  You can copy one and change it to meet your personal needs, or you can create one right from scratch using the step by step wizard.

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