The Sage BusinessWorks 2021 RTM Hot Fix is now available at www.sagekb.com.  This Hot Fix is to resolve issues relating to the 2021 RTM release. To download the Hot Fix follow the steps below:

1. Visit www.sagekb.com
2. Click Log on in the top right-hand corner.
3. Click Log on for downloads and personalized content.
4. Enter your Username and Password (If you are not already registered select Sign Up for portal account).
5. Select My do…

To get the forms update from Enhanced Tax Reporting:

1. Select the 941
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 Enhanced Tax Reporting to see new form

Sage BusinessWorks 2021 build 21 is now available for download.  Please note this build includes fixes for the Sage BusinessWorks 2021 issues listed below.  If you had previously installed Sage BusinessWorks 2021 (build 19) please download build 21 using this link Download Sage BusinessWorks 2021.0 release and then reinstall at your server or standalone computer. NOTE:  If using the network version, you will need to rerun…

An issue with the 2021 release has been discovered where addresses (DBMemo) fields are not printing on forms.  While we work on a resolution we wanted to provide a workaround for those that have installed 2021 and are encountering the issue.

As a workaround you can create a copy of your current form and replace the DBMemo field with a DBText field using the process below:

1. Select desired form in Utilties, Maintain For…

Sage BusinessWorks 2021 is coming soon and we would like to give you a sneak peak of some of the new features that are going to be included. 

 To view our video click here

If you are on Sage BusinessWorks 2020 you can access Chat from the Live Chat button on your menu bar

If you are on an older version of Sage BusinessWorks you can access Chat by going to Chat, Sage Live Chat

Both options allow you to easily connect to a support representative Monday - Friday  6 AM - 5 PM Pacific time.

Making a test company is a quick and easy process.  Follow the steps below to make a copy of your existing company so you can test transactions without affecting your live data:

1. Have all other users exit Sage BusinessWorks
2. From the Sage BusinessWorks Launcher, select Utilities, Maintain Companies
3. Select the company you wish to copy, and click the Copy button.
4. In the Copy Company window, enter the new company ID. If you would…

Aatrix has pushed out a release that should resolve the "Error processing data file" error when processing payroll tax forms.

To get the automatic update select any current form and continue to process.  You will then get prompted for the Automatic Update. Run the update and you should be able to process tax forms without error. 

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.