• isolate a certain product and see what customer own it?

    hello! I am trying to figure out if I can do a report that will show certain products and what customer owns them already? I am new and I haven't been able to figure it out yet. Thanks.
  • Statement of Cash Flows-Why isn't the report offered as a "Consolidated" Report

    I run the Statement of Cash Flow with every month end report and I have a three page report. Why isn't the consolidate option on this report as it is on other reports? I would like to have a simple one page report. Thanks, Bev
  • AP Inactive Vendors

    What happens to the vendor when you change it to inactive from active? thank you, Kimber
  • Search Invoices for Visible Comments

    Hi all, We use the visible comment field in invoices to add information about sales- things like "Hold Invoice" for items we are holding, or "One Repack" for invoices that have partial cases of a particular item. Is there a way to search through these…
  • Report Builder and Codes

    I am customizing the AR Customer List report. I want my report to show if the customer is active or inactive. The Customer Status field I can use returns the codes 0 for active and 1 for inactive. Does anyone know how I can get the Customer Status Description…
  • How do you change the default check stub format in Accounts Payable?

    How do you change the default check stub format in Accounts Payable? I am using BusinessWorks 2018.
  • Calculation Field in Custom Reports

    Businessworks 2017 SP2 I want to calculate job margin on a custom report using JCjobs fields as follows: ((Billings-ActualCost)/Billings)*100 Is a calculation like the above possible in the report? Any help would be greatly appreciated!
  • Sales Analysis Report Includes Incorrect Information?

    When running a sales analysis report by sales rep it is showing the invoice total even when there is a Line Item on the invoice that does not post to sales for the company as a whole. We are a printing company and Postage is a pass through expense so…
  • cannot post more than seven digit in my Sage business works

    please can some one tell me what to do my sage business works is built to accept only seven digit.
  • Inserting a JPEG Company Logo/Address at the top of electronically generated BW Invoices.

    Looking for advice from anyone who has successfully inserted a JPEG "company logo" at the top left of electronically generated PDF BusinessWorks Invoices. I've been living with a Black and White logo of a certain resolution but it looks poor. My attempts…
  • Is there a way to format quantities on invoices to include commas?

    I have been able to edit the BWUser.ini to add commas and dollar signs to all money related numbers on the invoice form but have been unable to find a way to get commas to print in the quantity field. Does anybody know how to do this, if it is even possible…
  • Maintain Parts -> Vendors (order of & search)

    Two issues here, perhaps I've missed something and there is a simple item that needs to be changed but if not... Order of Vendors Problem: have to manually adjust our preferred vendor into Primary, which takes manual copy and paste of information…
  • Multiple Sales Rep's and commissions in AR

    FormerMember
    FormerMember
    Does Businessworks have the capability to have more than one sales representative on an invoice and also have more than one commission line (percentage) that will calculate? Can someone advise on this please
  • Canned Reports

    I am really new to the BusinessWorks system and I need to know a few things. There is an aging report under Accounts Payable, I need to know if that can be edited. I have tried to recreate it manually so that I can add information to it, no such luck…
  • Changing number format on the AR Statements

    Is there a way to change the number format on the Accounts Receivable Statements? For instance, the total amount on the statement is 35697.16. How can I change it to have a comma to read as 35,697.16? I don't care if it doesn't have a dollar sign.
  • Accounts Payable in Business Works

    I would like to know if you can enter a check # in the ap module and the invoices come up for that check? thank you, Kimber
  • How do I "open" the PUCHASE ORDER field for use when printing a quote

    Many state and county customers are now requiring our entry of the their "quote order identification" to appear in the purchase order field of quotes we submit to those customers. The PO field is grayed out. How do I activate that field for use when preparing…
  • Inventory tracking

    I'm looking for a way to pull a report that can be exported into excel. The type of report I'm looking for would include all part numbers, the number of units sold for the month, and sorted monthly. Is this possible? It would look something like…
  • Voided Payments Report

    I am trying to create a custom AR report with just the voided payments in a given time frame. I don't know how to capture just the voided payments. I tried entering different numbers into the payments status filter field but that didn't get me what I…
  • Suggestion for BW in AP

    Can you please add a field for a web address in the vendor inquiry module in AP? thanks
  • Database field values

    When creating customs reports and setting up filters, where can we find the value codes for certain fields. For example the field <arinvoice> status has a value of "3" for voided invoices. So if you want only active invoices in a report you need to set…
  • Custom Exports - Open orders for a specific customer

    I am trying to create a custom export for a specific customer who needs a backorder report sent weekly. All it exports to excel though is a future order (one that we need to ship in about a month). They do have some open orders that were partially filled…
  • DBPipeline Memo fields - Form Design

    What are these fields? I have one on my check form (Check: Remarks (above name) Block) but I cannot figure what purpose it serves.
  • Open Sales Order Reports

    Is there a way to add a comment line to the open sales order report? Perhaps under customized reports.
  • How to update an AP vendor to EFT in BusinessWorks 2010

    Is there a way to update an existing AP vendor in BusinessWorks 2010 to show they only receive payments via EFT?