RKL eSolutions Blog Trends and Insights

Finding .PDF in Sage 100 When Month-end is Out of Balance

Sage 100 Tips and Tricks

Problem:  Ever need to search a list of .PDF files for a string of text?

Windows is not terribly friendly about it – you have to open one . PDF file at a time, search and continue opening files one at a time until you find what you need.

Sage 100 Practical Example

With respect to Sage 100, the software writes the words “Out of Balance” to journals/registers when a posting transaction is not in balance.  End users who press through transactions quickly as a part of their everyday tasks can miss this notation found at the end of the . PDF file.

Controllers often discover the out-of-balance when processing month-end and start the arduous task of finding exactly which posting(s) to resolve.

Sage 100 Out of Balance Journal Entry

Solution:

Open Adobe Reader and press ctrl + shift + F to open the Advanced Search feature.

Sage 100 Advanced Search Feature

  • Enter the directory where the .PDF files are located. Note:  You may want to copy a subset of .PDF files if you know the approximate time frame the file(s) would have been created.  Fewer files to search makes the search faster.
  • Enter the text string you wish to locate such as “out of balance” and pay attention to the settings for case sensitivity, etc.
  • File match results are then displayed!

Want More Sage 100 Tips & Tricks?

The consultants at RKL eSolutions have been hard at work creating a series of how-to articles to help you get even more out of your investment in Sage 100. Here's a look at some of our newest tips and tricks.

How to Simplify Collection & Tracking of Vendor W9s
5 Common Questions About Sage Intelligence and Enterprise Intelligence
Sage Summit 2017 FAQs
How to Protect Your Sage System from Ransomware

RKL Team

Written by RKL Team

Since 2001, RKL eSolutions has helped growing companies maximize their technology resources and investment. Over the years, we have helped hundreds of small and medium sized businesses as their strategic business partner. We specialize in the needs of Entertainment, Software & SaaS, Professional Services, Manufacturing, and Non Profit organizations. Our experienced consultants have a passion for making every facet of your business successful and are intent on building a long-term relationship with every client.