Sage BusinessWorks Support and Insights

Payday comes and you are in the process of doing your normal payroll routine and all of a sudden your payroll calculation gets stuck, what should you do?

1. End the payroll calculation.
2. On the PR menu, point to Employees, and click Maintain Employees.
3. Look at the first record that displays.  If there is no employee ID in the field you have a blank employee record.
4. Click the Delete button on the blank record, if it is available…

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 - Article 97091
• 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…

Are you making a custom report or a connection with a third party software and wondering how to tell what the values mean in the Sage BusinessWorks tables and fields? 

See the attached PDF document for the complete Sage BusinessWorks Tables and Fields formatting.  The information in the tables and fields can be used to create a Crystal Report or query the database from Excel. 

You can also view the tables and fields knowledgebase…

IMPORTANT NOTES:

• If you are upgrading from a previous version of Sage BusinessWorks you should not be prompted for the product code. If you are prompted for a product code it is likely that you are attempting to run the install on the client and not the server.
• If you have BusinessWorks installed on a network, all downloads and upgrade installs must be performed directly on the server. If you are at a workstation, stop…

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…

OregonSaves is a mandatory retirement savings program for the state of Oregon. There is a standard rate of 5% for all employees. There is a process for opting out or changing the percentage rate through the plan facilitator.

Additional information can be found at https://www.oregonsaves.com/

To handle OregonSaves in Sage BusinessWorks:

1. Go to Payroll, Utilities, Maintain Deductions and enter new deduction. Under Meth…

Are you looking for additional or more detailed training opportunities? Maybe you are new to Sage BusinessWorks and would like some training? Anytime Learning Courses are available on Sage University.

To access the courses:

1. Go to http://sageu.com.
2. Log on if already registered or if new to Sage University select Create your Profile.
3. Once you have logged on go to the ‘Sage product training’ section and click on the ‘Select…

If the worst should happen, are you prepared?  In this day and age, it is critical to ensure your Sage BusinessWorks data is protected. With the influx of ransomware and virus attacks, it is becoming increasingly common for companies to have to recover from an attack and therefore it is important to ensure you have a backup plan in place.  

Keeping your financial information safe in the case of a server failure, computer…

Have you ever been in the time crunch, need to get the close done and then the worst happens…you have a power outage, a server disconnect, you get an error message or something just doesn't seem right? Let’s take a look at what you should do if you ever have something happen during a month or year end close.

1. Make note of any errors that occurred or what event led to the close not completing
   • If there…

Included with a module known as Custom Office the Attachment Manager allows PDFs, images or documents to be attached to a vendor, customer, job, part employee or general ledger account. You can keep important files right at your fingertips with the Attachment Manager. With it, you can attach objects such as Word documents, Excel spreadsheets, WAV files, bitmaps, and AVI multimedia files directly to records of accounts,…

Sage BusinessWorks Accounting 2018 introduced an option to 'Restrict accrual' - set a maximum accrual amount of vacation and sick time per year.  When the 'Restrict Accrual' option is selected, vacation/sick time will no longer calculated if the max accrual per year has been reached.

This option can be accessed in PR, Utilities, Maintain PR Parameters. Select the 'Restrict Accrual' checkbox in the sick…

Oregon implemented a new payroll transit tax that became effective July 1, 2018. The information below is just a reminder of how to account for the tax in your Sage BusinessWorks product.

Enter a new deduction for the added tax as follows:

1. Go to PR, Utilities, Maintain Deductions and click on New icon.
2. Enter Method 'Percent of State Taxable pay' and Category 'System' NOTE: Please check with your tax…

Starting with Sage BusinessWorks 2017 a link was added to the Sage BusinessWorks launcher view. The items in this section where derived from the top call generators.

• To view the frequently asked questions (FAQ) link ensure the launcher viewer is selected by selecting View, Viewer which will place a check mark next to Viewer and display the launcher viewer on the screen.
• Once the launcher viewer displays select the Frequently…

Call volumes fluctuate and can often result in longer than normal wait times to speak with us. When hold times are longer than usual, you may be prompted to accept a Courtesy Callback. Below are answers to some of the common questions about using Courtesy Callback:

• What number should I use for a callback?
  It is recommended that you use a number that can be answered even if you are away from your desk, such as your cellphone…

Sage BusinessWorks late tax table updates 2019 SP 2 and 2018 SP 5 include State Tax updates for the following States:

• Alabama
• California
• Colorado
• Georgia
• Hawaii
• Idaho
• Illinois
• Kentucky
• Massachusetts
• Michigan
• Minnesota
• Mississippi
• North Dakota
• New Jersey
• New York
• Rhode Island

IMPORTANT: Please download the latest service pack from the Sage customer support site after all Payroll year-end processing  has been completed and…

New to Sage BusinessWorks 2019 is the ability to export the AP and AR aging report to Excel. To access the new report:

1. Go to AP or AR, Reports, Aging Reports, Exportable Aging Report
2. Click Preview
3. Select the option in the top left hand corner to Print to XLS Data Document

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…

It has been posted that Windows updates KB4480970 and KB4480960 are causing network issues on some PCs.  This loss of network connectivity is causing Sage BusinessWorks client workstations to suddenly stop working.  Some of the symptoms that Sage BusinessWorks users may experience include:

The end of the year is right around the corner.  Below you will find some reminders that will assist with making sure your year-end is a success:

• Backup - Always make a backup of your company prior to closing the year
  • Select File, Backup in the Sage BusinessWorks product
  • Article 17278 How to backup system and company files
• Do not install the service pack with the tax table updates until W-2s have been printed and all…

IMPORTANT: Please download the latest service pack from the Sage customer support site after all Payroll year-end processing  has been completed and after all 2018 W-2s have been printed. Installing the tax tables before completing year-end processing can cause issues with completing W-2s. If the service pack that includes the Early Tax Table Update (ETTU) has been installed prior to completing all Payroll year-end processing…

Aatrix released the 2018 forms update for the W-2, 1099, 940 and other annual forms.  To install the mandatory update:

1. Select PR, Taxes, Print W-2 Forms
2. Select the 2017 form you would like to print
3. Select for the year 2018 for filing period of Annual and click OK
4. You will be prompted to do the form update
5. Choose the Automatic Update and continue processing your forms (Please note if a Microsoft Redistributables update…

As year-end approaches, now is a good time to get familiar with the various support options that are available to you. Some options are even available 24/7.

1. Visit the Sage City resource page.  the Sage City resource page is your one-stop shop for everything Sage BusinessWorks related.  On this page you will find links to:
   • Inquire - takes you to the Sage City page
     • Find assistance from other product users by posting your…

Year-end is just around the corner and with December quickly approaching you may be wondering when the 2018 W-2, 1099, 940 and other yearly forms will become available.  Aatrix will produce an automatic update around December 20th.  This automatic update will update all yearly forms including the W-2, 1099 and 940 to the 2018 form.  To get the mandatory forms update from Enhanced Tax Reporting follow the steps below:

1. Select…