Customized Balance Sheet and Profit and Loss Statement Report for Sage 300

By | March 28, 2024

The General Ledger module in Sage 300 ERP helps to keep track of all the money stuff for businesses, no matter how big or complicated they are. It works closely with the sub-ledger module, making sure that every financial action you do in Sage 300 ERP shows up correctly in the General Ledger. This makes it easy to see where your money is going and helps prevent mistakes. Overall, it’s a handy tool for businesses to manage their finances and make smart decisions.

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This blog dives into customizing Balance Sheet and Profit and Loss Statement reports within the General Ledger module, revealing how tailored reporting boosts efficiency and informs strategic decisions for businesses.

  1. We’ve designed a custom screen to filter reports based on Document Date, Posting Date, or Year-Period criteria, offering enhanced flexibility. Additionally, our interface incorporates a Rolled up Amount of feature for comprehensive reporting.
  1. After clicking the print button, the customized report will be printed based on the selected filter and radio button choice. For instance, if the ‘Balance Sheet’ radio button is selected, the Balance Sheet report will be printed; similarly, selecting the ‘Profit and Loss’ radio button will print the Profit and Loss Statement.

Below are the sample for the reports:


In summary, adapting the Balance Sheet and Profit and Loss Report to align with specific needs not only strengthens but also empowers businesses, establishing a personalized and highly efficient financial reporting system. Our commitment lies in tailoring these reports to precisely match the unique requirements and preferences of our clients, ensuring a customized and optimized reporting solution.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM, Salesforce(listed on Salesforce Appexchange), Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using Data and web services  to Sage business partners, end users and Sage PSG worldwide.

Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more details on Sage 300 and Sage 300c Services, please contact us at, We will like to hear from you.