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Combining Multiple Base Accounts with Sage Office Connector Financials

This article explains how to create rows in a financial statement that combine the amounts of several base accounts. Strategies Option 1 – Include Individual Base Account Lines with Hidden Rows and Total Option 2 - Use BaseAccount Argument of TSGLAmount Function Option 1 – Include Individual Base Account Lines […]
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Microsoft Office 2010 Security Update Impairs Functionality

Problem A recent Security Update to Microsoft Excel 2010 causes loss of functionality in some reports designed for Liberty Reports and Office Connector. While some reports may work, others may present the following symptom. Symptom During refresh, Excel will stop responding while calculating results. Recommendation In order to restore functionality […]
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Compatibility with Sage 300 CRE v16.1

Software Compatibility Alert Some or all of the functionality of the following products may be disabled by the installation of Sage 300 CRE v16.1 REV 4 This article describes the nature of the issues and their resolutions. If you intend to upgrade to v16.1, please read this article thoroughly before […]
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How can I identify the installed version of the Sage 300 CRE ODBC Driver?

Background The Sage 300 CRE ODBC driver is installed as part of the Sage 300 CRE workstation or server install. Updates and hotfixes to Sage 300 CRE may include newer versions of the driver. Depending on specific issues that may be addressed by a given update, it may be important […]
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Anti-virus Policy Update Damages Office Connector and Liberty Reports .xla File

Background When using Sage Office Connector or Liberty Reports with certain anti-virus applications, a recent security policy update marks the Office Connector.xla or LR.xla file as dangerous and attempts to quarantine/disinfect/remove the file. Problem Office Connector.xla and LR.xla provide the main functionality for Office Connector and Liberty Reports. Once either […]
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OC-Import Misc Worksheets Compatibility with Sage 300 CRE v15.1

Background The Import Misc Worksheets program that is installed with Office Connector Import utilizes certain Sage 300 CRE program interfaces that are specific to the version of Sage 300 CRE. Consequently, with each major version change of Sage 300 CRE, the files that are installed with Office Connector Import must […]
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How to schedule a Sage 300 CRE macro to run unattended

This article provides steps for executing Sage 300 CRE macros on a scheduled or unattended basis using Windows Task Scheduler.
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How To Add Office Connector Reports To Sage 300 Reports Menu

Introduction Some users may prefer to launch an Office Connector Report from within a Sage 300 CRE Module as opposed to the Office Connector Launch Pad. Note - This tutorial example is designed to work with the Timberline Construction Sample Data. Adding The Office Connector Report To The Sage 300 […]
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Excel 2016 Query Table Bug

Background When using Sage Office Connector or Liberty Reports to insert a query in your Excel worksheet, the software automatically checks the "Fill down formulas in columns adjacent to query" box found in the External Data Range Properties window. This check box tells Excel to automatically copy formulas found in […]
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Office Connector 2.04.0021

GL Financial templates have been enhanced to support calendar-period reporting. This will be of benefit to companies who have a fiscal year that does not end 12/31 but still wish to produce financial statements based on the calendar year.