Sage BusinessVision

Would anyone happen to have a way to convert and existing quote to an order, using the next sequential order number automatically? I believe I am using the 2018 version. Any and all help would be greatly appreciated. Michelle

Sending to multiple email addresses resules in invalid char of ; Sage Small Business Edition (Version 2019 - 7.92.09) Update client with multiple emails [email protected];[email protected] This will save - must be ; with no spaces - cannot use ,…

I have a new laptop and the icons for Sage and Print in General is extremely small to read.

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…

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…

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…

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...

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…

"Can you please confirm whether or not, there are any plans to increase the number of "point of sale" accounts in the special accounts to allow for more payment methods for Sage Business Vision 2018? We are in an era of Multi-fiat currency, digitial…

Sage Business Vision 2018 (7.90) Pervasive 10.30.017.000

We use BusinessVision 2014. We want to be able to copy a bill of material from one warehouse to another warehouse. But the 'copy' button is greyed out. Is there a way to turn it on? Or is there another way to copy a bill of material? Thanks in advance…

I am using BV 7.71 2014 I have the email working to send quotes etc but does anyone know how to set it up to send a quote to a ship to. I don't want to send head office the quote only to the branch. Ship to allows me to put a different email address…