Sage BusinessWorks

I do not need to restate prior year financials, I just need to book a 2023 state tax payment made in April of 2024 so that it doesn't impact Net Income in 2024. Since it is already paid I was going to enter a journal entry to credit the tax expense account…

I was applying open credits but I accidentally applied the balance to Cash Refund instead of leaving it as open credits. So now I need the amount put back. I did a debit memo, but after pulling the account detail report for our cash account there are…

Have two (2) pay checks from 2022 that were never cashed. The employee would like me to void and re-issue checks. When I try to void checks the system says it can only void current checks. How do I resolve this issue?

Is there anyone using Sage BusinessWorks in Tennessee who has been able to set up the tax items single line item over $3500.00 without having it take the discount off the total of multiple items totaling over that amount?

How do I void a reversing journal entry?

After sending a cheque out for payment and confirming the payment in Sage, I was informed that the address on the cheque was incorrect. In an attempt to re-submit the payment, I voided the cheque payment under the "cheque register" function, and the payment…

How do I delete a Journal Entry. I did it the other day but I can't remember.

I am using Sage Business Works 2017 SP3 version. I have a single Vendor that has "ghost" discounts. We never set this up (that we were aware of) and we can't seem to make them go away. Each time we try to pay this vendor, the system keeps trying to use…

I am new to Sage and we have an issue with an Accounts Receivable invoice from a closed period. The invoice was created under the incorrect vendor. We created a new invoice for the correct vendor in current period. How can the incorrect invoice be voided…

Hello! I just discovered I have duplicated a deposit, in error. How do I correct this? Thanks in advance!

How do I void a debit memo? Or change the date on it? I entered an debit memo and forgot to backdate it. I am not seeing an option to edit it or void it

I accidentally hard keyed FUTA taxes to be 4300 instead of FWT on a bonus check. Is there a way to manually adjust that number back down to where it was before the manual adjustment? Thanks!

Hello, My boss recently overpaid on the balance of the business credit card and I ended up putting the remainder into open credits so that our bank statement would balance. When I applied some of the open credit to an invoice, the next time Payroll…

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…

I went in to apply a customer's credit to a refund check. I was going through the process and realized that I wasn't sure the correct check form set up was listed, so I x out of the screen. However, it came up that the check was printed and the credit…

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?

I have a customer that we billed sales tax to the labor portion of their job. They are now sending me a tax exempt certificate for that. My question is how do I credit the sales tax off of the invoice? I tried entering a credit memo to the customers…

Sage Businessworks 2021.I posted an Invoice without accepting a cc payment before posting. i know I can go to Post Receipts and select Invoice and in this case apply the payment to the Invoice which makes the Invoice paid in full. How can I now print…

How do I add additional payments to a Sales Order after initial payment was entered?

Is there a way to globally set all inventory parts to an on-hand quantity of zero? thanks!

I am hoping someone can assist with this: In a previous month, my office processed a credit card payment credit for a customer the month after the payment was received. They did not void the payment in Business Works and that month was already reconciled…

Hello. I have no accounting training but have recently taken over AR/AP for our company. I am not sure how the accountant has been closing off each month as balanced given the number of errors I have been finding. In any case, I need help knowing how…

Long story short...I was trained by someone who wasn't very familiar with BW. I just learned I was handling Receipt Adjustments incorrectly. We are FIFO if that matters. To adjust a cost on a closed PO I was instructed to perform an Adjustment (NOT RECIEPT…

We have found that t here are several parts that have costs that do not reflect the current cost of those parts. We would like to be able to modify the costs manually.