Store Debit Activity

Background

By default, Sage 300 CRE does not accumulate debit activity totals as transactions are posted. Because of this, any attempt to use the TSGLAmount function of Office Connector Financials with a debit AmountType will result in a zero amount.

Suggestion

Sage 300 CRE company settings can be updated to accumulate debit activity totals as transactions are posted. Please note that changing this setting will only have an effect going forward and will not retroactively update the debit activity accumulators.

Also, this setting can be updated for the Base Account Setup so as future accounts are created, the setting will be copied from the Base Account Setup. Once again, changing the setting in the Base Account Setup window does not retroactively update accounts that were previously created. In order to update this setting, please follow the instructions below.

To Update An Existing Account

1. Open Sage General Ledger
2. Choose Setup and then choose Accounts
3. Enter the desired Account
4. Select the option for Store debit activity
5. Choose Save

To Update Base Account

1. Open Sage General Ledger
2. Choose Setup and then choose Prefix/Base and then choose Base Accounts
3. Enter the desired Base account
4. Select the option for Store debit activity
5. Choose Save