A successful month end close is critical to the health of your Sage BusinessWorks data. A close that does not complete successfully leaves your data in an unknown state. Let’s take a look at what you should do if you ever have something happen during a month or year end close.
Create a backup. Before any month end close is started it is critical that you make a backup of your Sage BusinessWorks company…
Starting in January 2023, Colorado and Oregon have new paid family and medical leave deductions that need to be defined in Sage BusinessWorks. Below you will find a link with instructions on how to set up these deductions:
NOTE: Please consult with your tax Advisor for any questions about the method of calculation, limits and taxable status of this deduction. Sage Support Analysts are unable to recommend tax advice.
You may be receiving the error "INCONSISTENT TOTALS. The check totals for one or more employees do not match..." if you are processing your payroll tax forms for last year (2022) and your payroll module is in the current year (2023). If you have run 2023 payroll, the totals in Maintain Employees (2023 totals) will not match the totals of the check detail (2022 totals). If this is the case, the message can be ignored…
If you receive the error "Unable to connect" when launching Live Chat within Sage BusinessWorks.
Close the Sage BusinessWorks and change your default internet browser to see if the website is blocked from within other web browsers.
If using Google Chrome you may try the following:
Sage BusinessWorks tax table updates do not update the SDI or SUI rates for existing companies when there is a rate change. If the company has already been Activated/created, when there is a change to the state SDI or SUI rate, you must update it manually in Activate States.
To manually adjust these rates:
With year-end comes an uptick in calls regarding issues with downloading Aatrix form updates. So far this year we are seeing the most common errors present as:
Year-end is quickly approaching. Today's blog is going to cover some tips, tricks and resources to help make your year-end a success.
The 2022 forms update is now available through Enhanced Tax Reporting (Aatrix). To get the update
The 2022 year-end tips guide is now available.
Items of importance:
W-2 and W-3 Forms
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Employee Copy |
Printed on blank 4-up perforated paper with instructions on back |
Forms available thru Sage Checks and Forms Item Number LW2BLANK4 and LW2BK4DWS bundle with envelopes |
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Federal Copies |
Print on blank paper and print in a 2-up format. *Do not use the Preprinted red ink form |
No forms need to be purchased. *Substitute form on plain paper is accepted by The Social Security Administ… |
If you reinstall Sage BusinessWorks or move to a new server don't forget you have to also install the most current service pack. When you do a new install or reinstall Sage BusinessWorks it does not include the 2022 tax table updates. To get the 2022 tax tables you also need to install SP11 for 2021 or SP10 for 2020.
We know backups are important and should be part of your daily routine. At year-end it is critical that you make a backup before closing your Accounts Payable and Payroll modules. Now is a good time to ensure you are making backups within Sage BusinessWorks and are able to restore the backup should you have an issue. Below you will find some tips about making a back up and things to check to ensure you have a good backup…
Year-end is quickly approaching and there are items you can review now to ensure you have a successful year-end.
On occasion you may encounter a duplicate vendor invoice on your detail or aging report, this is usually caused by a faulty keyboard, mouse or network latency. Please do not try to void the transaction or post any adjustments such as a credit memo or payment. Contact support via live chat and schedule a data analysis appointment so we can correct the transaction for you.
There is report in Sage BusinessWorks that gives the System Date as well as the Posting Date. The System Date is the computer date.
To ensure prompt support it is critical to have your Sage Authorized Contacts up to date.
To ensure that access to services and account information is limited to approved parties only, Sage requires changes to authorized contacts for customer accounts be requested vie email by a previously authorized person. To authorize a new contact on your account, please follow the steps below:
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…
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.
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.
Support from www.sagekb.com is available 24/7. Below you will find some tips on how to effectively search the Knowledgebase:
A Btrieve Status 3. File not open or Unable to open table error usually occurs if someone was in the program when users were disconnected or if another program such as an antivirus software or backup utility is holding a Sage file open.
If you receive an error when attempting to download the product or a service pack it usually indicates an issue with the browser/PC which is preventing the system from running the Sage Download manager. To resolve this issue download the program or service pack again using the direct download option. Note: It may be necessary to disable your anti-virus to download.
The final quarter 2 941 form has been released by Aatrix.
To get the mandatory forms update from Enhanced Tax Reporting:
The message "This form is eFile only until the IRS releases the Final version. Once released the Records Copy banner will be removed. Check back for updates." will display when trying to print the Q2 941 form.
At this time the form is eFile only as the final form has not yet been released by Aatrix. If you would like to file the form now you can choose to eFile the form (fees apply) or wait until the final form…
