Sage BusinessVision

We are having a few problems with customer specific pricing. (CSP) Some details Pricing set for a certain period with a start and end date. CSP is deleted after expiry date. A new CSP gets set up after the end of the old CSP. When new CSP’s…

We have 20 user setup on Windows Server, with Remote desktop for all users to login to server. We cannot find a version of office to install on Windows Server, and cannot access reports and data to export to Excel (the button is always grayed out). I…

The transactions for the new g/l account do print but the account numbers do not appear in the drop down menu so just those accounts cannot be selected. How can the new account numbers be added to the drop down menu?

What is a quick way to edit a PDF bank statement

Hello everyone, I was changing a few things under Utilities - System Manager - User details, and now after I modified or edited an order, I cannot save (the save button is grey). Any suggestions? I changed "Modify Order" back to "NO" because I wasn…

I have a BV client who says his G/L inventory account is WAY off to the value of his actual inventory, which is mostly raw materials. His inventory value by Sales Dept, report shows an Inventory value of around $1.6 mil, whereas GL account 11300 (inventory…

We manufacture goods, however, I don't keep stock of raw materials and create Bills of Material, as they are quickly turned into finished products. For our accounting purposes, we post goods produced as follows: Inventory # debit Cost of Goods Produced…

The save button is greyed out when I change an employee's access. I have had the ability to do this before. I am the main administrator for our BV. Any Ideas on how I can restore my access? I have tried deleting the userlog in the data file.

Is there anyway we can invoice the kit item WITHOUT all the parts - eg sell a car but not a whole lot of parts?

Used to be able to sell inventory with a negative balance and now unable to do so all of a sudden. Can anyone help?

The company is being restructured with a new year end. (From October 31 to April 30 for example.) How can I change the year end for the company without losing previous data

When you go into the system settings, Company/Email settings, and change a form from "Use a default desktop email program" to "Use a webmail account" so that BV sends the emails itself, is a record of what's sent kept anywhere? I understood that the user…

I just set up a customer with COD terms, and one with N45 terms. When invoices print for them they all say Net 30. I go into the customer screen and it says COD (or net 45) under terms, but even printing from that, the invoice still says N30, I'm not…

Currently, Export is greyed out for one of our users. Is there a way to turn on Export for a specific user? We do not want to turn on Import, just export. Thanks

Does BusinessVisions have an administrator manual? I have been working with a business that is using BusinessVisision and they have repeated problems related to printing with BusinessVisions and I am trying to find good resources to troubleshoot with…

We have Business vision installed on multiple network computers. This only happens on the one computer. Our license file is on a network share. This error is not happening when our admin logs into his windows account and then tries logging into the specific…

I have a client who wants to use the serial number feature, however, they have shipments where the order qty is sometimes 100 - 500 pieces, all of which are serialized. They do not want to print 20 pages of Serial no. with the invoice. Is there a way…

I had my PC reimaged - Outlook 2010 worked well with my BV 2019 and Windows 7 - when I had my PC reimaged - the email does not work anymore.......it just goes to a print screen. I have had 2 IT guys look at my PC anc can not figure it out.....I am annoyed…

I was wondering if images can be opened directly from BV when attached as a note by double clicking on it. Trying it as is I get the message: Unable to open the selected file as there is no application associated with a file of this type Which…

When using Point of Sale, I cannot find a way to activate the "discount" feature. I need to be able to give customers discounts, either by line or entire order. I have looked for a switch in User Settings, but cannot seem to find where to do this...

We would like to use the Serial Number system in BV but it seems to be lacking any flexibility to really make it usable. We are not entering Serial Numbers upon receipt. They would be entered during the order process Here is our process: Customer…

Hello, I have an inventory item in CDN (base currency) and would like to sell to a US customer in USD. Can I use the same inventory item or do i have to set up a new item with USD costing? as i get an error message as follows: "The Selling price…

One of our retail staff has started doing some bookkeeping and they now have access to Auto-Post. It defaults to off for book keepers. Is there a way they can have it save as on/off instead of defaulting to off? The irritation arises when they turn…

We have clients who are charged lot pricing, but have multiple invoice lines to outline the scope of the work done. Currently when I invoice, the lines that don't show the price come out as N/C (no charge), and the lot price is at the bottom item line…

Current setup: Items are ordered via PO. I.e. Order 50 x Product 0 , Order 50 x Product 1, Order 50 x Product 2. Order arrives. Two weeks later the invoice arrives. When we typically receive a PO in it's entirety or in stages (i.e. partial…