Tips to Protect Your Financial Data in BusinessWorks
Your company's financial data is a critical record of your fiscal history and is crucial for protecting your business’ continuity. Yet many times, not enough ...
You Might Need an Allocation Table in BusinessWorks If…
Learn how to create expense Allocation Tables to automatically proportion an invoice balance among multiple GL accounts.
How to Adjust Sales Tax on a Prior Invoice In BusinessWorks
There are various reasons why you would need to adjust sales tax on an invoice that previously has been posted. Learn the steps to the ...
I Voided an Invoice in BusinessWorks with the Wrong Date, can it be Corrected?
Have you ever forgot to change your posting date when voiding invoices in BusinessWorks? Follow these steps to correct both Accounts Receivable and Accounts Payable invoices voided with incorrect date.
It’s December and Time to Give Those Bonus Checks in Sage BusinessWorks
Learn the two ways that you can process a bonus check using Sage BusinessWorks.
Voiding/Returning an Invoice Created in Order Entry in BusinessWorks
Sometimes it is necessary to remove or correct invoices or to just simply receive a product returned by customers. Learn how to Void Invoices, Part Returns, and Invoice Returns in Sage BusinessWorks.
Setting Up Direct Deposit in Sage BusinessWorks
Minimize the physical checks that you print and learn how to create a Direct Deposit file that you can upload to your bank.
Why Should I Download BusinessWorks Service Packs?
Service packs include such updates to the software as patches, bug fixes, and minor upgrades as well as tax table updates.
Filtering Reports in Sage BusinessWorks
Are you wishing you could filter a report to only show journal entries posted to a department or specific general ledger? By adding a filter you can see journal entries for a particular account or department.
Distinguishing Which Company is Which in Sage BusinessWorks
Did you know that Sage BusinessWorks can now distinguish among multiple companies with which you're working? Sage BusinessWorks version 2021 can now do that with "Theme" to define colors.
Importing Customers in Sage BusinessWorks
Are you familiar with all the tools that can assist you in entering types of information? Businessworks offers various tools to lessen the strain of manually entering certain types of information within the software.
How to Void a Customer Receipt Posted as Cash in Sage BusinessWorks
From the three payment methods available: Check, Credit Card, and Cash learn how to void cash payments.
Recurring Invoices in Accounts Payable and Accounts Receivable in Sage BusinessWorks
Are you tired of having to wait for your recurring invoices to post until the end of the month? Sage gives you the ability to post recurring invoices manually.
Disaster Recovery Tips for Sage BusinessWorks
A comprehensive disaster recovery plan is an important part of any business. The following is a list of necessary components to recover Sage BusinessWorks after a hardware failure, virus, ransomware attack, or natural disaster.
How to Set Up and Troubleshoot Security and User Access in Sage BusinessWorks
Currently, users are granted or denied access to tasks in Sage BusinessWorks on a company-by-company basis. This software tip covers how to set up and troubleshoot security and user access.
Save Time and Avoid Loss – Essential Data Backup Tips for Sage BusinessWorks
Your data is vulnerable to various risks, such as hardware failures, cyberattacks, and natural disasters. Backing up your data and having those backups easily accessible is often the quickest, most affordable way to recover.
How to Clean Up Your Bank Reconciliation in Sage BusinessWorks
Are you wanting to clean up your bank reconciliation in Sage BusinessWorks? Here are three options that can help.
Sage 100 Hidden Utilities
Sage 100 comes equipped with many amazing features. You may be aware of many of them, but we will show you some useful hidden utilities you may not already know.
Easily Offset Accounts Payable Invoices and Credit Memos in Sage 100
Have you ever had an invoice and a credit memo of the same amount from the same vendor and wondered how to offset those so they no longer show up in Vendor Maintenance or on the Accounts Payable Aged Invoice Report? The steps in this software tip will show you how to apply the invoice and credit memo in one easy entry.
Exporting Sage 100 (MAS 90/200) Data to Microsoft Excel
Learn how to send data from lookup lists or reports directly to Microsoft Excel.
Simplify Day to Day Task Access with Visual Process Flows in Sage 100
Visual Process Flows allows you to quickly identify job-specific tasks and launch screens without searching through a tree of menu items and icons.
How to Reverse an Accounts Payable Check in Sage 100
Many things can happen that prompt the need to reverse an Accounts Payable check including accidentally writing a check to the wrong vendor, ...
Creating Custom Forms in Sage 100
Learn how to create custom forms in Sage 100.
How to Adjust an Accounts Payable Posted Invoice in Sage 100
Have you needed to correct an error on an accounts payable invoice that has posted? Or needed to change the amount of an invoice balance for a vendor?
How to Use Sage 100 Paperless Office to Print & Retrieve Registers
Learn how to permanently store update/posting registers in PDF format.
Applying Prepayments to Vendor Invoices in Sage 100
Have you ever needed to remit a payment to a vendor even though you haven't received all the paper copies of the invoices? This can be tracked in Sage 100.
Customizing Standard Financial Statements in Sage 100
Learn how to create financial statement customizations that allow for more robust reporting than is offered by default.
Modifying the Standard Reports in Sage 100
Have you wanted to make a change to an existing Sage 100 report? Learn how to make a change to an existing report and keep the standard report intact.
How to Run Negative Tier Reports in Sage 100
Did you have hidden negative inventory cost tiers affecting your inventory? These cost tiers can adversely affect your gross profit calculations & inventory value.
How to fix the Sage 100 message “A receipt of goods is currently referencing this purchase order”
Have you ever had a purchase order stuck in receipt of goods entry? Here is a shortcut to free that purchase order up without kicking all users out of Sage 100.
Reverse a General Ledger Posting with One Click in Sage 100
Have you ever posted a register to the wrong period and had to re-key it to reverse it? There is an easier less time-consuming way.
Sage 100 System Audit Reports – “Who Changed that Customer’s Address?”
Have you ever noticed a change to a customer or vendor record and wondered who made the change and when it was made? ...
Create an Accounts Receivable Credit Memo for Sales Tax Only in Sage 100
Have you ever incorrectly charged sales tax on an invoice where the customer was tax exempt? Learn how to create an Accounts Receivable credit memo for sales tax only.
Adding a Custom Crystal Report to the Sage 100 Menu
Learn the proper steps to add your custom Crystal report to the Sage 100 menu.
Scheduling Tasks in Sage 100
Learn how to schedule tasks to run "behind the scenes" or "after-hours" in order to streamline or expedite the processing of information.
Using Sage 100 GL Transaction Journal to Transfer Between Banks
Would you like to learn how to take advantage of the new Themes and Settings in Sage 100c. Watch this video to learn more about the options available to you.
How to Process Prepayments on a Purchase Order in Sage 100
Do you have vendors that require prepayment on the goods that are purchased from them? There is no need to create spreadsheets or track them manually.
How to Email Invoices thru Paperless Office in Sage 100
Save time and money. Learn how to email invoices to clients using Paperless Office in Sage 100.
How to Display Cleared Checks in Sage 100 Vendor Maintenance
Learn an easy way to identify that a check has been cleared, even after purging cleared transactions from a reconciled bank statement.
Create a Single Invoice for Multiple Sales Orders in Sage 100
Sage has added a new enhancement in Sage 100 version 2018.4 that allows multiple customer sales orders on a single shipment/invoice.
How to Modify the Lookup Window in Sage 100 (MAS 90/200)
Do you wish you could add fields to the lookup window? Well you can..and the great thing is, the lookup can be personalized for each Sage 100 user.
How to Clear A/R Cash Receipts & A/P Check Printing Issues in Sage 100
Learn how to resolve Accounts Receivable Cash Receipts and Accounts Payable Printing issues.
Batch Processing in Sage 100 v2018 Payroll 2.0
Sage 100 Payroll 2.0 has added a number of new features including the ability to break down payroll entry into specific batches. This ...
How to Correct Sales Tax in Sage 100
Learn how to correct sales tax so that your customer gets their credit and your Sales Tax Reporting is correct.
How to Backup your Sage 100 Data
Getting ready to do some data maintenance or need to make a payroll backup prior to period-end processing? Learn how to backup your Sage 100 data.
How to Add a UDF to Sales Order and Sales Order Invoice Data Entry in Sage 100
Have you ever wanted to track something in Sage 100 for which there isn’t a data field? It’s situations like this for which user-defined fields were developed.
Reconciling Sage 100 AR or AP to General Ledger
Learn about some actions that a user can take to resolve a discrepancy when trying to reconcile Accounts Receivable or Accounts Payable to the General Ledger.
Emailing Statements Using Paperless Office in Sage 100
Would you like to not have to print statements and stuff envelopes? Tired of spending all of that money on paper and postage? Well, beginning ...
Reversing an Entire Accounts Payable Check Run in Sage 100
Have you ever updated 50 or 60 checks only to find that you used the wrong date or that the checks were misnumbered? ...
Connecting Excel to Sage 100 Standard or Advanced
Learn how to use Excel to access data in Sage 100 Standard or Advanced.
Adding Task and External Program Buttons to Your Sage 100 Toolbar
Learn how to customize your Sage 100 toolbar to provide quick access to not only Sage 100 tasks but also external programs.
How to Avoid Accidentally Posting Documents Dated Incorrectly in Sage 100
Starting with Sage 100 version 2019.2 and newer, learn what Sage has added to new Options in Company Maintenance to help avoid those mistakes that are very time-consuming to correct.
What is a Phantom Bill in Sage 100
In this video, we explain what a phantom bill is and its purpose along with how you can create a phantom bill in ...
How to Write Off Bad Debt in Accounts Receivable in Sage 100
Learn how to write off invoices in the cash receipts functionality that is within the Accounts Receivable module.
How to Delete & Change Customers in Sage 100 Accounts Receivable
Learn about 2 tools that Sage provides to help manage your customers in Accounts Receivable.
How to Use the Delete and Change Vendors Utility in Sage 100
Learn how to change a vendor's number, merge a vendor with another vendor or delete a vendor using a utility in the Accounts Payable module in Sage 100.
Apply AP Credit Memos to Open AP Invoices in Sage 100
Has your AP Aging become unnecessarily large? Is your AP Aging bloated due to unapplied credit memos? If you need to scrub your ...
How to Take Advantage of Customized Theme Settings in Sage 100c
Learn about the new Themes and Settings options now available in Sage 100c.
Sage 100 (MAS 90/200) Uppercase Address Utility
Are some of your customer address fields in uppercase while others are in mixed case? Is the city in only half of your vendor files ...
How to Purge Credit Card Information in Sage 100 (MAS 90/200)
Learn how to use a feature in Accounts Receivable that allows you to purge expired credit card information.
How to Track Changes to Customer Records in Sage 100
Learn how you can track changes to customer records in Sage 100.
How to Change Sage 100 User Preferences
Most commonly used Sage 100 User Preference Options
Using Business Insights Explorer in Sage 100 (MAS 90/200)
Reports are the standard tool for viewing information, but for more flexibility in analyzing data, try Business Insights Explorer.
How to Set Up Vendor Specific Pricing during Purchase Order Entry in Sage 100
Learn the steps to setup vendor-specific pricing for an item so that each vendor's pricing defaults in as the unit cost during the purchase order creation.
How to Add Total, Accrued, Used, and Remaining Time Off Hours to Sage 100 Payroll 2.x Check Forms
Learn the steps to add time off fields to your Sage 100 check forms.
Warehouse Status Options in Sage 100 2018
Welcome to Sage 2018! Take a look at this new feature and the 3 status options that you may choose for Warehouse Maintenance.
How to Post an Out of Balance Journal Entry in Sage 100
If you have ever reviewed your General Ledger trial balance report and discovered it is not in balance, you may need to post a one-sided journal entry.
Emailing/Exporting Reports from Sage 100 (MAS 90/200)
Did you know you can easily export or e-mail a number of reports in current versions of Sage 100 (MAS 90/200)? Reports can be exported ...
Advanced Field Settings in Sage 100
Does your company want to require certain data at time of data entry? Businesses have key data points that are often missed or ...
Configuring Sage 100 for Vendor ACH Payments
Learn a number of ways to configure Sage 100 process Vendor payments via ACH in this tip.
Keyboard Shortcuts and Hotkeys in Sage 100
Keyboard Shortcuts also known as Hotkeys allow you to press a combination of keys to perform computer functions, as opposed to having to move your hand back and forth to your mouse. They can help you save time in your Sage 100 system.
How to Set Up an Employer Contribution in Sage 100
Learn how to set up an Employer Contribution to minimize or even eliminate manual calculations.
Copying a Salesperson on Invoices in Sage 100
Learn how to copy a salesperson on invoices in Sage 100 2019 and newer versions.
Sage Software Customer Portal in Sage 100
Take advantage of the information contained within Sage Software's Customer Portal.
How to Customize Memo Pop-ups in Sage 100
Learn how to control memo pop-ups for an individual memo.
Create a Unique Look for Each Company in Sage 100 (MAS 90/200)
Sage 100 (MAS 90/200) version 4.4 and newer allows you to control the background color for each company.
How to Find Missing Accounts in Your Sage Intelligence Reports Designer in Sage 100
Sage has added a new feature in the 2015 Intelligence report Designer to help identify missing accounts in your report layouts.
How to Use Custom Office to Enhance Security in Sage 100
Have you ever wanted to hide a field from a user? Maybe you want the field to be visible, but you don't want ...
How to Set up Expense Distribution in Sage 100
In this software tip, we'll take a closer look at the Expense Distribution Tables feature in Sage 100. You'll learn how to set up your company to use Expense Distribution Tables and how to correspond percentage amounts with general ledger accounts.
Matching Vendor and Customer Invoices in Sage 100
Learn how Sage 100 has a way to connect a customer with a vendor and to offset open invoices.
Disable the Sage 100 Product Enhancement Program Prompt
Learn how to disable Sage Software's product enhancement program prompt from your system.
How to Install the Sage 100 PDF Converter
Are you coming across errors such as 30, 41, or another error when creating paperless office documents out of Sage 100? Follow these steps to help install the Sage 100 PDF Converter.
How to Report a Sage 100 Error Message to DWD Support
Learn how to send error messages to our support in order to make the finding of the resolution more efficient.
Defining Formats for Standard Reports in Sage 100
Learn how to specify the fonts, style, and data elements to print on the header and footer sections of standard reports using Report Format Maintenance in Sage 100. We'll also show you how to define the font and style for the body of the report, and add images to the header and background of the standard report.
How to Update the Y2K Data Field in Sage 100
Remember all the hype about Y2K and how the world was going to come to a stop? Well, as we know now our fears were ...
Refunding a Credit on a Customer’s Account in Sage 100
There may be times when a customer has overpaid, or a credit has been issued for a fully-paid invoice. Sometimes the customer is okay with leaving the open credit; others want their money refunded. How would one go about such a task?
How to Create a BIE Header & Detail Export in Sage 100
Are you used to only being able to export the Header information in Business Insights Explorer? You are able to grab the Sales Order Header and Line item detail and create a single file export. Follow these steps to create a single file export of the Sales Order Header and Line item detail.
Configure Memos Module Wide in Sage 100
Are your memos in Sage 100 (MAS 90/200) popping up at inconvenient or annoying times? This tip will show you how these memos can be ...
How to Delete, Renumber, and Merge Item Numbers in Sage 100
Learn how to Delete Item Numbers, Renumber Item Numbers, and/or Merge Item Numbers. The utility program in Sage 100 that is used to complete this task can be found in the Inventory Management module under the Utilities menu called Delete and Change Items.
Setting Default Form Codes in Sage 100
A Sage 100 administrator can define default form codes for companies by Role or by User.
Defining Formats for Standard Reports in Sage 100
Specify the fonts, style, and data elements to print on the header and footer sections of standard reports using Report Format Maintenance in Sage 100.
Using Visual Integrator to Export Data from Sage 100
Have you ever wanted to pull information from Sage 100 and get it into Excel format? The Visual Integrator in Sage 100 allows for the export and import of data within Sage 100.
Utilizing Group Screen Customizations in Sage 100
Would you like to be able to setup custom screens for your users? One option would be to create custom screens for every individual user, but this in itself has clear problem with upkeep as time goes by. The better solution in this scenario is to begin using Group Customizations.
Utilizing Shadow Tables for Field Validation in Sage 100
Do you need to validate a UDF in one entity, against records in another? This tip shows you how to utilize shadow tables for field validation in Sage 100.
Creating Basic Reports in Sage CRM
Learn how simple it is to create a basic prospect company report in Sage CRM.
Sage CRM Order Integration with Sage 100
Sage CRM integrated with Sage 100 allows CRM users to directly create sales/quotes records in Sage 100, while still operating in Sage CRM.
Merging Company and Person Records in Sage CRM
Have you accidentally entered a duplicate company or person/contact record into your Sage CRM database? Don't fret, we'll show you how to merge two duplicate ...
Set Up a Communication Action Custom Icon in Sage CRM
Have you ever wanted to easily track a particular communication action in Sage CRM? For example, you'd like to see all collection calls made to ...
Sage CRM Sales Statistics Tab Modification
Information such as credit holds, credit limits, past due and aging details are all critical areas to know when serving clients. The more sales team ...
Posting a Bank Reconciliation Transaction to the General Ledger in Sage 100
Learn how to use the Transaction Journal Entry to post a Bank Reconciliation transaction to the General Ledger.