Sage BusinessWorks

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.

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.

I'm new to Sage Businessworks (it's a lot different than QuickBooks) and I need some help! In Accounts Payable, I entered a payment to a vendor, coded it as cash but it should be a credit card payment. How do I void it? I've been trying to figure it…

I need to void a receipt in AR, but part of it was already distributed as an open credit. Is there a way to unapply the credits and then void the payment? The payment should have been applied to another customer.

Hi, Here is my issue that I am hoping someone can help with. What I basically need to know is, can I void a cash receipt bank deposit without having an issue? The wrong month was put in as the deposit date and we would like to correct it. If not,…

Hello, We are trying to post an Inventory Receipt Adjustment and the program freezes after about a minute. Location: Inventory Control > Purchasing > Purchase Order Receipts The odd thing is, there were multiple parts on the purchase order. Only…

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…

Hi, We received a payment that was directly deposited into our checking account. The deposit appeared in our account on 12/31/19. When I went to post the payment, I posted it as a cash payment against their invoice. The problem is, I got distracted and…

We are have extreme issues reconciling and finding the variances between the adjusted bank balance and the general ledger. Our system shows a variance, but it can't be tied back with the recommended reporting. We also show bank deposits that have been…

We are working with a new company owner that acquired a company which used BusinessWorks for many years. The agreement was the new owner would buy the inventory at cost. However, in their sales agreement, the old owners agreed to lower the costs for…

We would like to make a non-stock inventory item into a stock item. Can the item be changed without making a new inventory part number?

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