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  • Adding a note to receivables aging report for individual invoices

    I'm using Sage 50 US. I'm looking for a way to add a comment about an invoice that would show up when I run the aging report. For instance, when a customer communicates to me that the invoice will be paid on a certain date, or if there is an issue with…
  • 1099 paper form printing TY 2023

    If you print 1099s on paper through Aatrix, they have confirmed that their paper printed forms have been approved by the IRS for printing on plain white paper. So references to forms with red, pink or other colors do not apply. However some forms may…
  • 2023 W-2, W-3, 1099 and 1096 form requirements

    New to 2023 - The Federal 1099 and 1096 forms no longer print on the red preprinted forms. These forms will now be printed directly to printer paper. Below you will find the 2023 form requirements for Sage BusinessWorks Enhanced Tax Reporting (AAtrix…
  • 2023 year-end tips are now available

    The 2023 year-end tips are now available and can be found here . ***Important information for ordering Enhanced Tax Reporting forms*** The Federal 1099 and 1096 forms can now be printed directly to plain paper. There is no need to purchase the official…
  • Federal Tax Forms Not Populating Company Information in Latest Update

    Is anybody else having problems with the Aatrix payroll tax forms (5-4-1, 5-4-2) not populating after the latest software and forms updates? Last Friday the forms worked fine for me. Today I updated to the latest version of Sage and the latest (required…
  • Tiny Font in Sales Order Entry Lines

    I am working on an issue after a new a install of Sage 100. The font on the Sales Order Entry Module is tiny. ( See attached Pic ) . I have adjusted the resolution and scaling in Windows. But this has not made any difference. All other Sage modules and…
  • Print Copies of Picking List According to Item Quantity Per Order

    Hello everyone, I created a picking sheet form to print out as a thermal label customized to a merchant's specification. The label has two unsuppressed sections (rest suppressed), Group Header SO_SalesHeader.SalesOrderNo and the Group Footer. The Group…
  • Importing purchase requistion details from an external csv file into the grid field

    Newbie here. I am entering items details manually into the different fields of a purchase requisition. I have a csv file with data from an MSC shopping cart. How do I transfer this data into the Purchase requisition grid without copy and pasting field…
  • Sage 300 2023 (7.0) Report

    Hi I have a client who recently upgraded to Sage 300 2023 PU1 and have a problem that some of the standard form prompt for the parameters to enter twice. How can I go about fixing this problem?
  • Form resizing cause fields to move

    We're seeing odd behavior for Timesheet Entry (Lines) when the form is resized. This is the form normally: But when resized, the Earn Code and Multiplier fields jump to random spots on the form, like this: There are no customizations on this form…
  • Customizing Invoice Layout - On Screen Issue

    I went into the REPORTS & FORMS -> INVOICES-> selected the form to edit -> customize and I customized the invoice to my liking. I saved it. When I am creating the invoice and select this invoice template, the additional description column does not show…
  • Sales Rep Commission Reports

    Hi - With the disappearance of Intelligence Reporting, I have run into a brick wall on accurately accounting for and calculating the commissions that my sales reps get. I have tried to do it through the Invoice Register, but the report that it spits…
  • T5018 (CPRS) Print Form Option No Longer Available To User.

    Hi Everyone, We seem to be having an issue with our A/P Vendor Reports. One of our users was able to run a T5018 form from the "Print T5018 (CPRS) Forms" icon on Feb 10th. Now when she goes to run the report the icon is no longer shown, along with the…
  • Payroll Tax Report, tax ID dropdown

    Hello, Within the PAYROLL TAX REPORT the TAX ID: drop down menu is populated with taxes from various other states, but not all of taxes from the state I do business in. Is there a way to populate this menu to show the taxes I need and hide the ones I…
  • Error in customise form print (Sage 2023)

    When I use customise form (for example receive money / pay bill), after choosing 1 payment/cash reciept and use customise form to print and preview, the application will keep loading hundred and thousand of form. Anyone has come across same bug…
  • Sage 100 HR Forms - Multiple Languages

    Before proceeding I want to make it clear that I am not the end-user but IT for the office. Please assume that, at this time, I know very little about internal functionality of this application. I know enough to get it installed and verify things are…
  • UDF FIELD FOR UNIT OF MEASURE CONVERSION MAINTENANCE

    I have created a "description" field to hold the description of the unit of measure as the 4 letter unit is often pretty cryptic. I had no problem creating it, but when I go to add the field to the panel (Dmain), I cannot add my UDF. The add field is…
  • Past time to update Report & Forms Designer?

    Form and Report Designer are still stuck in the1980's as text based editors. Isn't it time to upgrade them to a graphical UI? I'd like to be able to import an image of a preprinted form on a non-printing layer. This would make text and field alignment…
  • How can I add 'applies to invoice #' in Crystal Reports for customer credits?

    We had our system put in about a month ago(Sage 100 2021). When I go to make a customer credit in the Sales Order module, I can apply it to a specific invoice. But once I go to send the customer the credit, nowhere on the form is there a 'applies to invoice…
  • Sage shared file (cloud) multiple user form issue

    We just started to use the shared file feature as we have 2 locations (different buildings) for 2 different computers. We have set everything up for each location, but discovered today that the forms we have designed in Sage do not 'travel' with the file…
  • How to add Quantity Ordered and Back Order to Additional Packing List

    Is there a way to add the Quantity Ordered and Back Ordered fields from either the SO_InvoiceDetail or SO_PackingListWrk tables to the SO_AdditionalPackingListWrk table? I've tried creating an UDF via CM under SO Additional Picking List Work, but I…
  • Year end processing: from W-2, 943 and 1099-NEC

    Year end processing: Issue #1: form 943 input screen does not show line 11 or line 13 calculation until return is printed, does not allow manual change to line 10. Why?, Issue #2: Child employees under age of 18 are exempt from paying social security…