• where is electronic forms manager

    My email no longer works for emailing AR statements.  Help online keeps referring to electronic forms manager.  Where is this?  I am not able to find it.

  • Invoice Numbering

    How can I display leading zeroes in customer invoice numbers?

  • hide employee notes

    Is there a way to hide the Employee Notes (change the security setting) in the Employee Master from a User?

  • Task Windown in Version 2021 SP13

    I have recently upgraded to version 2021 SP13.  Since then my task windows are so very tiny,  especially in GL.  The task window does NOT give me the option to resize the window.  Can anyone tell me how to resize the task window in this version.

    Liz Duho…

  • Aloha from Hawaii! Help!

    New to Businessworks.

    Our fiscal close is on Oct. 31. Trial balance data is limited and is only showing me Oct. 2019 to current and nothing prior. 

    How can I access this information? 

  • BW 21 - SP8 - IC Module - Adding Multiple Bin/Locations

    Hey Everyone,

    Rather new to Sage here, but trying to determine if there is a way to setup multiple Bin/Location fields in BW SP8. I reached out to Live Chat, they setup a call later since they couldn't figure it out. I am trying to have 2 or 3 Bin/Locations…

  • Hierarchal Levels

    I am intending to acquire BusinessWorks as our accounting software.  How many COA hierarchal levels can it accommodate?  I think I need 5 or 6. 

  • use of warehouse for salespeople

    We have different sales people on the road, each with their own inventory. 

    Can we keep each sales persons inventory in a separate warehouse and when that sales person makes a sale have them only be able to invoice out of their own warehouse? Sales people…



  • GL Codes in Vendor Inquiry don't show when I click on detail

    I upgraded to V2021 SP4 and since then I only get a one digit code when I click on detail to see the gl codes posted to on an accounts payable invoice entry.  I used to get the gl codes.  Keep in mind I went from 2019 to 2021.  I can see the correct detail…

  • Using Gmail with Businessworks 2021

    I noticed that now when sending an email, it has a dropdown for "gmail".

    However, even with contacting google support, I am unable to get this to work.
    I am familiar with setting up smtp settings, etc, but am not familiar with OAUTH2.

    Is there…

  • employee set up

    Somehow during setting up a new employee, his state was miscorrectly assigned to AR instead of TN.  I need to change it to TN but the field is grayed out.  I was trying to do my TN State quarterly reporting and noticed his wages were not pulling in.


  • Tiny print in 2021 Download

    Good Morning,

    I just updated to BusinessWorks 2021 with the SP2. Is anyone else having a problem with the size of print in the pop up boxes? My print is tiny and I am unable to expand the box. 

  • Tariff Tax

    I would like it if when I am creating an order and I enter a part number a second line item charge is added for tariff only.  Is that a possibility?

  • Payroll

    Is here a way to add another payroll rate to an employee?  We pay 2.00 more hourly on weekends.

  • Excel custom exports going to wrong version of Excel

    Every other time I do a customer export I end up with a garbled spreadsheet that my version of excel can't handle.  I realized today that Sage is sending me the export as a version of Excel that is from 1997-2003, and my excel does not like that since…

  • a direct deposit question

    hello! I've been working with Sage BW for a little over a year, specifically for payroll and payables/receivables at my job. We currently deliver direct deposits separately through our bank, but I'm curious if there is a way to print "Direct Deposit"…


    Does anyone use credit cards for invoice payments in Accounts Receivable?  How does one set that up?

  • Inventory in a new company set up

    Customer wants to set up a new company using the information from an existing company.

    We have created a new company and are setting up the new company which is based on the information in the old company.

    All modules, GL, AR, AP. OE, CM are set up as…

  • Labels for Products

    Does anyone currently produce labels for their products based on a sales Order?  I only need the UPC Code and Product Code/SKU?  We used a 3rd party software that no longer works with Sage Business Works, so I am wondering if Business Works without the…

  • I want an almost duplicate price level. Can I copy one price level and make adjustments to specific part pricing

    We have 3 price levels and level 5 is our best pricing, but for some customers they'll get even better pricing on some parts so I want a new price level for them. I don't want to re-enter the entire inventory to create this new pricing level, so can I…

  • Bus Works - Need help on how to setup cafeteria plan (pre-tax) deduction for local withholding?

    How do you setup cafeteria plan (pre-tax) wages for local withholding?

  • Payroll Direct Deposit Settings

    Is it possible to enter an ALPHA character in the Company ID field (i.e. preface the FEIN with a letter rather than a number?)

    Also, can we opt out of the balancing DEBIT record.  Client is wanting to bump their daily limit, and their bank has slightly…

  • Setting up new company - GL

    We are setting up a  new company.    For GL, we set up the Account balances as of December 31, 2017.

     It looks like the General Ledger is no longer in "SET UP" mode.

    The other modules are still in set up mode.

    Is there a way to change the current month…

  • More characters for Line Item Description 1

    Hello- I am hoping this is a simple fix. 

    I would like a few more characters per line on my invoices so I dont need to use abbreviations- is this possible? I attempted to use the Long Description block, though so many places use the info from the first…