Before closing your year in Accounts Payable:

1. Ensure you have a backup of your company prior to closing the year.  For instructions see How to backup system and company files.
2. Verify that your vendor Federal ID numbers are 9 characters.  Most Federal ID numbers in Maintain Vendors are 10 characters including the dash (-) so the dash (-) must be removed before processing. For further information see Error: "One or more vendor…

BWUser.ini settings define the default values for a wide variety of parameters.

• On Windows Vista, Windows 7 and Windows Server 2008 and higher the file is located in C:\Users\[User]\AppData\Roaming\Sage\Sage BusinessWorks.
• To locate the BWUSER.INI file if you are accessing Sage BusinessWorks through terminal services, the 'BWUser.ini' file can be found in the \Sage\Sage BusinessWorks folder under the user's profile.…

Sage BusinessWorks 2020 will be released shorty and if you are using the Payroll module it is important that all payroll year-end processing is complete prior to installing the Sage BusinessWorks 2020 update. There will be no tax update for the 2019 version or any previous version.  

The Sage BusinessWorks 2020 update will include the tax table updates for 2020 as well as added fields to allow for the entry of information…

Sage has multiple options for you to get in touch with support when we are closed:

• Our KnowledgeBase is open even when we are not and is available to you 24/7. To access the KnowledgeBase visit www.sagekb.com.  No login is required to access the KnowledgeBase, just be sure to select Sage BusinessWorks as your product from the drop down menu.
• You can also create a  web case online that we will answer when we return to work on…

The 2019 year-end release include the 2019 940 as well as the 2019 W-2 form update.  To update your software:

To get the mandatory forms update from Enhanced Tax Reporting:

1. Select any form showing a prior year date
2. Click OK to continue processing the tax form
3. If a mandatory update is available you will receive a message with three options Automatic, Manual or Continue Expired
4. Select Automatic
5. Click Next to accept the Automatic…

Sage BusinessWorks 2020 will be released later this month.  The change in the release date is due to the changes that are necessary to accommodate the changes made to the 2020 W-4.  The 2020 release will be different because of the W-4 changes and will include the 2020 tax table update.  There will be no 2020 tax table update for the 2019 version.  

The 2020 release contains the 2020 tax updates and should not be installed…

It's never too early to start preparing for year end.  Your final payroll may not be complete yet but now is a great time to start reconciling the W-2 figures to your Sage BusinessWorks payroll to help ensure you will have a successful year end.  

If you need assistance during this time please visit our KnowledgeBase at www.sagekb.com

Today we are going to discuss what forms are needed for printing W-2s and 1099s using Enhanced Tax Reporting.  The following forms are required for printing:

W-2 forms

• The employee copy is printed on the blank 4-up perforated paper with the instructions on the back that you purchased. (Sage forms LW2BLANK4 Laser and LW2BK4DWS bundle with envelopes)
• All other copies are printed on plain paper. No forms will need to be ordered…

The 2019 W-2 and 1099 forms will be available December 20th, 2019.  To get the form update after December 20th:

1. Select any form showing a prior year date
2. Click OK to continue processing the tax form
3. If a mandatory update is available you will receive a message with three options Automatic, Manual or Continue Expired
4. Select Automatic
5. Click Next to accept the Automatic Update
6. Once that is complete exit the form and restart…

We often hear that you are not receiving notifications when new releases are available, or it is going to the wrong person.  We have made it easier for you to sign up and ensure that the right people get the news in a timely manner. All product releases, release notes, alerts, announcements and news will be posted in the Sage BusinessWorks Announcements, News and Alerts forum in Sage City.

To start receiving email notifications…

Year end is quickly approaching and we want to give you information on how to make this the smoothest year end yet.  Did you know that you must print 1099s before you close out your Accounts Payable year?  It is true!  1099 information is reset when the Accounts Payable year is closed so your 1099s must be processed and printed before you close your Accounts Payable module for December.

• If you need to close the year for…

With year-end quickly approaching now is the time to ensure your computer is set up so you will receive the year-end Enhanced Tax Reporting (Aatrix) update.  Enhanced Tax Reporting is the reporting system used for State and Federal payroll tax reporting as well as 1099 processing.

1. Verify the user you are logged into Windows as is a local administrator to the computer that Enhanced Tax Reporting will be used on. You can…

Have you encountered an issue where you select the Sage BusinessWorks program and a wheel spins and nothing happens?  What about launching the program and a screen pops up and then goes straight to the Windows task bar?  This behavior can occur for a number of reasons but the most frequent reason is a change with the computer display, such as a new monitor, moving from two monitors to one or changing the resolution of the…

Reports have been customized by Sage Customer Support Analysts and available to download and import into your software.  If you visit our Sage KnowledgeBase article 74699 Customized User Reports Library it will show a listing of the reports that are available for you to download. Each report is available under the Attachments section.

The instructions for importing the reports are listed below:

Microsoft will be ending support for Windows 7, Windows Server 2008, Windows Server 2008-based Terminal Server, Windows Small Business Server 2008, Windows Server 2008 R2 and Windows Small Business Server 2011 on January 14, 2020 are you prepared?

When Microsoft ends their support for an operating system, that operating system will also no longer be supported by Sage BusinessWorks.  Please review the information below…

Did you know there are a number of check options that can be set to control how your checks print without having to customize your form?

In Accounts Payable / Cash Management options can be set under CM, Accounts, Maintain Cash Accounts, ...Check Options

The options include:

• Date on Stub
• Print Company Name 
• Print Check Number

In Payroll options can be set under PR, Utilities, Maintain Payroll parameters, Checks...

The…

Today we want to discuss the process of how to prepare for a month end close and the importance of verifying you have a good month end close. 

The first and most import thing that you need to ensure is that you are making a Sage BusinessWorks backup prior to closing your month/quarter. Let's discuss the backup in a little more detail below:

System Files:

• Sage BusinessWorks system files include users and passwords,…

Included in the 2019 release of Sage BusinessWorks was a fix that enforces the requirement of the number format to be in a 2 decimal format (NNNN,NN). 

Import file format documentation has always stated that the requirements for the amount are NNNN.NN but prior to 2019 we would allow the import as NNNN, NNNN.N or NNNN..NN.

Allowing these formats would cause issues with the GL import. A change was made in 2019 that enforces…

The name may be deceiving but the Employee Advanced Pay and Hours Taken Report shows not only Advance Pay but also shows a listing of the following items and is listed by check:

• Vacation Earned/Taken
• Sick Earned/Taken
• Comp Earned/Taken
• Holiday Taken
• Advance Pay/Repay
• Draw/Draw Repay

The report is broken down first by employee and then by check. The report also has filters on Employee ID and Check date.

The report can…

That’s right! Sage BusinessWorks Version 2019 service pack 3 is now available for download on the Sage Customer Portal. A portal logon is required to download the product. 

 Important items to note:

• The service pack is only to be installed on top of an existing Sage BusinessWorks 2019 install
• The service pack can be installed at the server or any one computer that uses Sage BusinessWorks
  • There is no need to install…

Sage BusinessWorks Version 2019 will be released soon with some nice added features you've been asking for. New features appearing in 2019 Service Pack 3 include:

• Employee date of birth has been added to the Employee Master List
• Employee sick pay hours and amounts have been added to PR, Reports, Employee Reports, Employee Hours List
• Summary trial balance can now be run for a fiscal year or specific date range.  Please…