How to add non-financial data (e.g. KPIs) into Sage 50?

You can report on non-financial data (such as KPIs) using Roveel by entering this data into Sage 50 using the following method.

We would recommend you create a new nominal code within a range that you are not currently using, for each you would like to report on. 

You would then use Journal Entries to enter these values into the relevant code by going to “Nominal Codes” > “Journal Entry” as shown below:

We would recommend using the "Memorise" feature which saves these for easy access the next time you want to use this Journal Entry.

The next time you want to use this Journal Entry, you would select the Recall button below which will reload this once selected.

You can then create a customised dashboard in Roveel to report on this information, by contacting us at [e-mail].