Question

sage excel intergrated reporting

Asked by: Dan560

Hi,

I have sage accounts 50 accounts 2009. I want to be able to use excel intergrated reporting I believe I have it installed but when I click on add ins it shows SAGE EIR add in but when I click browse nothing appears, Can someone help?

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Asked On
2009-05-20 at 10:24:14ID24425225
Topic

Tax / Financial Software

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Answers

 

by: brucedenneyPosted on 2009-05-21 at 04:06:49ID: 24439941

What version of Excel are you using?

 

by: Dan560Posted on 2009-05-21 at 04:08:15ID: 24439948

I am using Office 2003 professional edition

 

by: brucedenneyPosted on 2009-05-21 at 07:15:04ID: 24441665

Do you have the Sage menu option at the top of the screen in Excel and the Sage Toolbar?

If not, i suspect it has been un installed or is for a previous version of Sage so get hold of the CD and re-run the installation making sure EIR is selected.

 

by: Dan560Posted on 2009-05-22 at 01:50:34ID: 24448903

It does have it there. but it wont let me select a company, when I do nothing appears. cant get my head round this one.

 

by: Dan560Posted on 2009-05-22 at 02:20:16ID: 24449016

I have attached a pic.

Basically I can see Sage toolbar but when I select sage company or application nothing happens not even an error message.

 

by: brucedenneyPosted on 2009-05-22 at 02:49:59ID: 24449139

Does the "Select Company" option work?

Can you set it up to point to the dataset?

Have you read the Excel Integration pdf in the installation directory (normally located c:\program files\sage\accounts\Excel Integration.pdf) and followed the setup instructions?

 

by: brucedenneyPosted on 2009-05-22 at 03:01:33ID: 24449211

Have you upgraded or is this a new installation?

if an upgrade I would un-install and reinstall, as there was a similar issue in an older version, so it might be some "left over" remnant of a previous installation.

 

by: Dan560Posted on 2009-05-22 at 03:04:48ID: 24449227

It is a new installation. I even went through the setup on sage again and made sure EIR was selected. I found a few PDF's but nothing explaining how to set it up, I have tried forcing method by going to

C:\Program Files\Common Files\Sage SBD and clicking on  ForceEIRRegistration.exe

nothing though

 

by: brucedenneyPosted on 2009-05-26 at 09:25:04ID: 24474796

What happens when you select the "select company" option on the sage (7th top line "word") menu in excel?

 

by: Dan560Posted on 2009-05-27 at 01:57:16ID: 24480944

When I select company from the sage menu absolutley nothing happens, it just doesnt do anything, I dont even get any error messages.

 

by: brucedenneyPosted on 2009-05-27 at 05:54:03ID: 24482399

This is getting tough...

What level do you have macro security on?

Perhaps turn off to see if it enables things to run.

 

by: Dan560Posted on 2009-05-27 at 07:10:50ID: 24483207

It was set to high, but I have just set it to low. It didnt change anything

 

by: Dan560Posted on 2009-05-27 at 08:18:30ID: 24484052

I was reading that the EIR looks up the following directory to load its reports:

C:\Program Files\Sage\Accounts\REPORTS\Excel

This folder does not exsist on my system, I think my reports are located in following locations:

C:\Documents and Settings\All Users\Application Data\Sage\Accounts\2009\company.000

C:\Documents and Settings\All Users\Application Data\Sage\Accounts\2009\company.001

C:\Documents and Settings\All Users\Application Data\Sage\Accounts\2009\company.003

Do you think it is looking in the wrong place for the reports?

 

by: brucedenneyPosted on 2009-05-28 at 08:43:48ID: 24494529

Do a clean reinstall with the new security settings, that should fix things.

<installation directory>Reports is where they used to be.  I suspect the documentation you read related to an earlier version or has not been updated and is out of date.

 

by: Dan560Posted on 2009-07-08 at 05:42:07ID: 24803037

Hey

Thanks I did a complete reinstall and it worked :)

20120131-EE-VQP-002

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