Sage BusinessWorks

Good morning! We're looking for temporary help from a Bookkeeper with SAGE Business Works experience. We are located in Auburn, CA (northern CA) and are looking to get full-time temporary help after the New Year. Does anyone have any recommendations or…

A check issued in May was voided in August AND voided in May. So the check has been voided twice thru A/P. How do I fix this problem? Thank you!

I needed to void an A/P entry I had made as a prepaid Invoice paid by EFT. I Voided the payment, however, I then saw the open invoice and when I voided that, I ended up with two debits in my checking account under A/P. So it looks like the amount was…

Received a credit memo from a vendor that is paid by credit card. How do I post this to show in Vendor's account and to reduce amount owed to credit card company?

When employee has over 40 hours per week, some of the hours are showing as OT1, some OT2 - how is this determined

We the current situation our vendors are sending use notices of temporary price increases. Is there a way that I can add a flat % to a quote, similar to the freight charge? Also, is there a way to add an option for an additional line for adding a % for…

how do I clean up customer deposits that either will not have an invoice to offset it or will not be refunded back to the customer.

Hi all I am new to learn this program i accidentally closed the G/L window that i was working. Can you pls advise how can i go back to edit this un-posted G/L? Thank you

We use a payroll service as part of our Nonprofit requirement. I match our Sage Business Works Number to their numbers. Ever since January 2020 none of the numbers for federal or California withholding match. The Sage numbers are all lower than the Payroll…

We manufactured a tank and received it into inventory. It asked if I wanted to post it to a job cost and I did so. But on the parts inquiry it shows that I have 1 in inventory, the only transaction reported for it is the receipt. Yet if I look at the…

We are currently building a pump, the way we process the job is to charge everything and then at the end we post a negative quantity of the completed pump to balance the numbers. Unfortunately, now that I need to close jobs for the end of January next…

We re-installed the corrected BW2020 to fix the state tax issue. After we re-installed we changed 2 employees Federal Tax Withholding (extra withholding). We made the changes and then processed payroll (for this week). The check totals were the same as…

My reconciliation summary is off by exactly the amount of my uncleared deposits. If they are outstanding for the month, why are they not showing up on the reconciliation report?

Good Morning, has anyone had issues accessing the create a case through Sage Customer Portal today? I have tried 3 different web browsers without any luck. I've been on hold for 22 minutes to create a support case using the phone system.

Good Afternoon: When I invoiced a customer yesterday for Invoice 2 of 3. The system required me to use more of the Deposited funds than was shown as the Invoice total...why? Where are those funds now? In the Accounts Receivable screen for this customer…

How can I delete a deposit that was entered in order mode before I convert to an invoice?

Is there a way to create a in A/R credit memo that allows several line items? Is there a way to create an invoice in A/R that allows for the balance to be negative? I work in an office where, with-in 1 of our jobs there can be several invoices showing…

We have had a incident in which a void on a credit card vendor transaction and the accompanying credit memo on the vendor transaction were entered using the wrong date. The Vendor Transactions were dated in March 2019, as was the associated Credit Card…

Help!!! We just received a report from our third party insurance company showing a STD check was issued to one of our employees in December 2018. We have already closed out our 2018 Payroll. Is there anyway, other than having to restore prior backup,…

Hello, and thank you in advance for any insight provided!! I had a negative bank deposit from a merchant services (Credit Card) account appear on my bank statement this morning. The merchant services batched 2 transactions - a refund given out to a…

Regarding the Reconcile Checking Account tab, I know that I am supposed to check off those checks that have cleared the bank, however do I also check off other non-check related transactions from the list if the bank statement I have states that those…

Can someone please tell me if the ONLY place for a recurring AR invoice purchase order number is in the actual line item description? I received a purchase order from a customer and they will be on recurring invoice, but I do not see where you can add…

In 2016 we made a payroll check with a deduction of $21.33 for a loan repayment. But we neglected to make a journal entry to debit the account and because it is in a prior year we are unable to make any new entries. I viewed knowledge base article #18022…

We've been using BW for over 10 years now and the one issue that keeps coming up is in regards to customer returns. Currently we process customer returns through this manner: OE>>Invoices>>Returns>>Invoice and fill in the necessary information required…