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?

Tied of editing your forms? Did you know there are a number of check options that can be controlled through menu options instead of having to edit each form?

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

The options…

No, you should never skip making a backup when closing the month.  Yes, even if you have a backup of your server or if your IT company is making a backup, YOU should always make a Sage BusinessWorks backup before closing.  When closing the month you will get the prompt asking you to back up your company data files before closing and you may ask yourself "Do I really need to backup?"  The answer is yes!  Selecting…

System backup frequently asked questions:

When backing up I notice that there is a company listed called System, what is this company? 

When selecting the System company you are choosing to back up your users and passwords, security settings registration information and your custom forms.  This backup is critical when having to install on a new server or standalone computer as it is needed to grant access your individual…

While several assistance programs have been included in the 2nd quarter 941 form to reduce taxable wages, these programs (Qualified Health, Employee Retention, Paid Family Leave) do not reduce the tax liability schedule in the 941 form automatically. The tax liability schedule must be adjusted manually to account for these amounts which will vary depending on the type of employer credit.

Follow the instructions below…

Special notes:

• IMPORTANT: If performing closes remotely (due to working at home), please note this process may take quite a bit longer than it does in the office.  Please be patient with the close and if you do not feel it is completing you can stop the close but then you MUST restore a backup from prior to attempting the close before continuing.
• Before starting a close you should always make a backup within the Sage…

We know reconciliations can be intimidating so we have created documents, and in some cases videos, to assist you with the process.  

Reconciling Cash/Cash Management to the General Ledger:

• Bank Reconciliation - Instructions and Troubleshooting
• Sage University class - BW - Sage BusinessWorks - Managing Your Cash Accounts
  • In this video we will take look at some common mistakes as well as troubleshooting tips on balancing…

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…

There are times where a user may get stuck or stranded in the program. Check the Network Status Report (File, Network Status Report from the Launcher Menu) and ensure you are the only user displaying.  If this report shows users who are not logged in or tasks that are not running, the user or task may have become "stranded."  If this happens to you please keep in mind the simple steps below to disconnect users…

As a follow up to the posting on the Sage BusinessWorks Announcements, News and Alerts discussion on preparations you can make to continue to run your business during uncertain times we would like to provide you Sage BusinessWorks specific steps and options you have during this time.  

How to prepare in case you need to work from home:

1. Back up your data daily and store somewhere so that you can access it remotely. The…

When is the last time you backed up your Sage BusinessWorks software? Are you prepared if you have a computer crash? Are you going to lose everything? Do you have a plan?

Sage BusinessWorks has a backup utility built into the program that ensures that all Sage BusinessWorks files have been appropriately closed prior to making your nightly backup.

• To access the backup select File, Backup.
  1. Before beginning, verify that all…

The late tax table update (Sage BusinessWorks 2020 Service Pack (SP 1)) is going to be released in early March.  See below for a list of program fixes and tax table updates that will be included with this update.

Microsoft ended 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.

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 for instructions on what needs…

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 (if using an FEIN you have to remove the dash (-) or else the message will display that the number will be truncated.  If you are using a social security number for the FEIN use the dashes…

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.