Preparing for a Smooth and Successful Year-End in Sage BusinessVision

It’s that time of the year again, the holidays are around the corner and most of us are busy shopping, cooking and getting the kids ready for their winter break. Along with the hectic schedule we must remember that our business management software also needs attention. Whether you’re cutting that final pay cheque before the end of the year, closing out your books (if your fiscal year coincide with the calendar year) or getting your payroll updated so you can pay your employees in the new year using the up-to-date tax calculations, we have the resources that will make this easier.

The first thing is to ensure your contact information is updated and this includes your email address as software updates and tax updates notifications for Sage BusinessVision are sent out via email. Secondly, ensure that you can log into the online Knowledge Base. You can search and browse thousands of articles without having to login but to download updates you must be logged into the Knowledge Base. Finally, verify that your payroll update plan is in good standing to avoid delay in receiving the tax update for January 2018. If the expiry date of your plan is within 2017, then you must renew to be eligible for the upcoming payroll update.

When it comes to performing your fiscal year-end, payroll year-end or applying the latest tax table update, the Sage City Year-end Center is your one-stop shop. You will find direct links to tips and tricks, the most popular questions we get in Support during this time of the year and how-to instructions on performing these critical year-end tasks. Make sure you head over to the Sage City Year-end Center to familiarize yourself with the upcoming year-end procedures and by doing so you will likely find the answer(s) you’re looking for and avoid that last-minute phone call to Support.

Sage City Year-End Center: http://sagecity.na.sage.com/p/yearend

Your one-stop shop to all things year-end. We have pulled together year-end specific contents to help you easily find what you need.

Sage Knowledge Base: https://support.na.sage.com

The knowledge base contains thousands of articles including tips and tricks, how-to’s and questions we received in Support. In addition, the knowledge base is where you download software and payroll updates. Make sure you visit this site not only during year-end but throughout the year when you have questions about your software.

Customer Portal: https://customers.sagenorthamerica.com

The customer portal will allow you to perform numerous tasks:

  • Update the credit card you have on file with us.
  • Locate your product serial number and activation codes.
  • Check the expiration date of your Business Care plan.
  • Update your contact information.
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