Business Works

Businessworks Consultant

BusinessWorks Consultant

Version 2019 New Features

Sage BusinessWorks Accounting provides feature rich tools helping you to run your business more efficiently. Gain insights from every aspect of your business operations with the easy to use robust reporting built into this Sage accounting software by Sage Software.

The new features in version 2019, SP1 & SP2 are as follows. This was released in the last few months by Sage Software. When you need assistance upgrading your Sage BusinessWorks give us a call 800-475-1047 we are here to help. Accounting Business Solutions by JCS has knowledgeable, experienced consultants providing a complimentary consultation to review your

System Manager includes 3 major changes making management of Sage software easier.

  • Removal of the Pervasive System Analyzer and keyhelp.ocx file.
  • When a drive location is not valid in the Select Backup File Name option. A new window will display with the message – The specified file location or name (COMPANY.ZIP) is invalid, please try again.
  • Sage Exchange Payments has been renamed to reflect Paya.

General Ledger has the following enhancements.

  • GL Import Journal Entries will not allow the import of dollar amounts with more than 2 decimal places.
  • 10 digit limit for retained earnings – has been added to abort the update and provide a warning and  close.
  • Journal Entries no longer import with incorrect dates.
  • Journal entry will show an error in the exception report if an imported entry is out of balance.

Pertaining to Cash Management for BusinessWorks and your CPA will love these items.

  • Help has been added to describe the Cash Management cash balances for Calculated and Actual totals.
  • All deposits now export when using Cash Management Custom Exports, including those from AR and from CM.

Accounts Payable there is only one major addition of features.

  • you can now export a new Aging Report named Exportable Aging Report.

Accounts Receivable/Order Entry New features.

  • The aging report now properly reflects adjustments, open credits, and deposits
  • Save current setting options have been added to the printing selection for AR Reprint Invoices, AR Reprint Credit Memos, and AR Reprint Debit Memos.
  • Part History in Maintain Sales Orders no longer shows part id duplicated.

Payroll now eliminates errors in your reporting with this release.

  • Box 12 now has unlimited deductions in Payroll.
  • For W2 reporting Payroll box 12 codes GG and HH are not included.
  • Payroll Verification Report now correctly handles rate changes to 0.000 or .0001

Inventory control features now include the following two items.

  • On the first order you no longer receive the “Purchase Order # not on file” error
  • Inventory Transaction Detail Report now they have added transaction dates with the year

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also available Sage Timeslips  Training, business works support, business works training and business works consultant

 

 

Accounting Business Solutions by JCS Nominated for 2017 Entrepreneurial Excellence Awards – 800-475-1047 – Support – Training – Consultant – Reseller

Accounting Business Solutions by JCS Nominated for 2017 Entrepreneurial Excellence Awards 

FOR IMMEDIATE RELEASE
Lauren LaMantia
800-475-1047

Arlington Heights, IL September 2017– Accounting Business Solutions by JCS the nation’s leading premier provider of technical support and training for Sage Software, Intuit QuickBooks, MiSys, JobOps, Point of Sale, Timeslips, Advanced Reporting and Barcoding announced their nomination for 2017 Entrepreneurial Excellence Awards presented by Business Ledger. The Entrepreneurial Excellence Award recognizes and builds entrepreneurship in suburban Cook County, DuPage County, Kane County, Lake County, McHenry County and Will County Illinois.

“Accounting Business Solutions by JCS always strives to provide highest quality training and support to its customers”, said Jennifer O’Brien, President, Accounting Business Solutions by JCS “Our commitment to growth for our clients is what really sets us apart”.

About Accounting Business Solutions by JCS

Accounting Business Solutions by JCS provides software technical support and training for Sage Software products including Sage 50 (formerly Peachtree), Sage 100 (formerly MAS 90/200), Sage 100 Advanced, ACT!, Timeslips, and Intuit QuickBooks. In addition, JCS specializes in integration between accounting applications and 3rd party add-ons including e-commerce shopping carts, point of sale and barcode systems and customer relationship management applications. Accounting Business Solutions by JCS provides installation, training – online, your site or our training center, technical support, online, on-site or by phone.

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

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Sage 50 Sage 100 QuickBooks – Accounting Business Solutions by JCS Expands adding a new office in Charleston, South Carolina 800-475-1047 – Support – Training – Consultant – Reseller

Sage 50, QuickBooks Sage 100 Expands to Charleston, South Carolina

FOR IMMEDIATE RELEASE
Lauren LaMantia
800-475-1047

Charleston, South Carolina  – Accounting Business Solutions by JCS the nation’s leading premier provider of technical support and training for Sage Software, Intuit QuickBooks, MiSys, JobOps, Point of Sale, Timeslips, Advanced Reporting and Bar coding announced the addition of a new office in Charleston, South Carolina. A drastic increase in demand for the company’s training and services to the small-medium business market necessitated the addition of the new office.

“Accounting Business Solutions by JCS always strives to provide highest quality training and support to its customers”, said Jennifer O’Brien, President, Accounting Business Solutions by JCS “Our new Facility in Charleston, South Carolina will provide expanded consulting services to our South Carolina based clients”.

About Accounting Business Solutions by JCS

Accounting Business Solutions by JCS provides software technical support and training for Sage Software products including Sage 50 (formerly Peachtree), Sage 100 (formerly MAS 90/200), Sage 100 Advanced, ACT!, Timeslips, and Intuit QuickBooks. In addition, JCS specializes in integration between accounting applications and 3rd party add-ons including e-commerce shopping carts, point of sale and barcode systems and customer relationship management applications. Accounting Business Solutions by JCS provides installation, training – online, your site or our training center, technical support, online, on-site or by phone.

QuickBooks Sage 50 and Sage 100 Charleston. With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

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JCS proudly announces they are an Honoree for Enterprising Women of The Year Championship Award 2017 – 800-475-1047

JCS proudly announces they are an Honoree for Enterprising Women of The Year Championship Award 2017 – 800-475-1047

Accounting Solutions by JCS is proud to announce we have been chosen as an honoree for 2017 Enterprising Women of the Year Champions Award to be received at the 15th Annual Enterprising Women of the Year Awards Celebration and Conference held from Sunday April 2 through Tuesday April 4, 2017 at The Ritz-Carlton Fort Lauderdale, Florida.

Hundreds of nominees across the country were submitted and 31 total Champions were chosen for this prestigious award. To be considered, all women business owners must demonstrate rapid growth in their business, mentor or actively support other women involved in entrepreneurships and stand out as leaders in their communities.

The team at JCS prides themselves in delivering high quality business solutions from our approach to customized consulting based on your business needs to training and endless support. Our certified consultants are humble to be a part of such an extraordinary team servicing the best clients. We look forward to providing exceptional accounting solutions for many years to come.

For more information regarding JCS call 800-475-1047 or visit www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Enterprising Women of The Year Recipient 2017 – Quickbooks Consultant

Enterprising Women of The Year Recipient 2017 – 800-475-1047 – Training – Support – Consultant – Reseller

FOR IMMEDIATE RELEASE

Contact: Lauren LaMantia

Telephone: 800-475-1047

Email: solutions@JCSComputer.com

Website: www.jcscomputer.com

ACCOUNTING BUSINESS SOLUTIONS BY JCS TO RECEIVE ENTERPRISING WOMEN OF THE YEAR AWARD 2017

Prestigious Awards Program

Arlington Heights, Illinois, February 1, 2017 – Accounting Business Solutions by JCS, a nationwide leading provider of accounting software solutions, support and services, proudly announces receiving 2017 Enterprising Women of the Year Champion Award.

“Our success is dependent on great relationships. Our customers and our staff are the 2 best assets we have as a business. Hence, our motto ~ Your Success is our Goal” says Jennifer O’Brien, Lead Project Manager.

The Enterprising Women of the Year Award is widely considered one of the most prestigious recognition programs for women business owners. All nominees must demonstrate leaders in their communities, a fast-growth business and mentor or actively support other women involved in entrepreneurships.

“These Champions excel in a variety of ways through fast business growth, community leadership or as outstanding role models and mentors in their communities. We look forward to meeting our Enterprising Women of the Year Award Winners in Fort Lauderdale early April” said Monica Smith, publisher and CEO of Enterprising Women.

Accounting Business Solutions by JCS provides customer service and support using Sage 50 Accounting, QuickBooks and Sage 100 as the base accounting systems. These systems can accommodate all size businesses effectively by offering valuable solutions for automation and detailed intelligence reporting thus creating streamlined efficiencies for businesses.  Reports are at your fingertips to manage finances, inventory, sales, purchasing, employees, payroll, and CRM databases.

Accounting Business Solutions by JCS

Since 1987, Accounting Business Solutions by JCS has worked with small-medium sized businesses throughout the Midwest to automate accounting, sales, and customer relationship processes.  JCS specializes in detailed business reviews, identifying areas of improvement through various software solutions and support to increase efficiencies.

The US Commerce & Trade Research Institute recognized Accounting Business Solutions by JCS as a 2017 United States Excellence Award recipient for meeting and exceeding industry benchmarks for customer service, product quality and ethical practices.  For more information on Accounting Business Solutions by JCS, please visit www.jcscomputer.com or call 800-475-1047.

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With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Sage BusinessWorks System Manager Module – 800-475-1047 – Training – Support – Consultant – Reseller

Sage BusinessWorks System Manager Module – 800-475-1047 – Training – Support – Consultant – Reseller

Sage BusinessWorks Accounting helps bridge the gap between off the shelf entry level products and complex high end systems.  These modules are designed to grow with your business.

Move with ease from task to task using the Sage BusinessWorks System Manager module. This module automatically launches the tools you use most often. Every time you log into your Sage BusinessWorks system you will enter into your preferred work area.  This module offers intuitive functionality using status bars, menus and shortcuts. Customizable and flexible search fields for virtually any information based on specific criteria make it easy to find what you’re looking for quickly.  Reporting availability including Audit Report, Registration Report, Business Graphics and Customized Reports and Forms also offered.

This module supports up to 45 concurrent users and quick access to Microsoft Office applications, Sage BusinessWorks Service Center and the Internet.

Maximum limits include 1000 companies, 45 simultaneous users on a network, 1000 report groups and 50 maximum number of reports in each groups.

Multiple Users and Security Features in Sage BusinessWorks System Manager Module:

  • Supports full locking and simultaneous data access when running on a network
  • Option-Specific security features protect secure company information. Complete control for user to user access is in your hands with the ability to grant access to one option at a time or to the entire menu with just one click
  • Audit log available for recent changes to data including added or deleted customers, vendors and parts
  • Save time with the ability to copy security settings between users within the same company or from users across different companies
  • Supports single users and multiple users up to 45 concurrent users on the same network

General Features in Sage BusinessWorks System Manager Module:

  • Quickly find a record immediately with the Quick Find field in any record from maintenance options in several Sage BusinessWorks modules
  • Online ZIP code list included along with a build-in editor
  • City and state abbreviations are inserted automatically upon entering ZIP code
  • Status Bars, shortcuts and meus are available in every window to provide intuitive navigation functionality
  • Electronic manuals in PDF format provide answers quickly
  • Export information to other Sage BusinessWorks companies or programs for analysis, presentations, forecasting and reporting.
  • Process end-of-month close with a single keystroke
  • Notepad feature provides instant information about customers, vendors, accounts, employees, parts and jobs
  • Built in back-up and restore feature allows for quick and easy backup of your data to a flash drive, hard drive or CD rom
  • Web-enables main window called the Launcher provides quick access to a wealth of valuable information
  • Online checklists available for training through all the processes
  • Export information into Excel to create quick lists from lookup windows that are customizable
  • Startup group automatically launches with the modules you use most often
  • Info button provides information about the current Sage BusinessWorks session
  • “How do I” function provides access to option-specific help

Reporting and Forms in Sage BusinessWorks System Manager Module:

  • Distribute forms such as purchase orders and invoices electronically through email
  • More than 25 graphical reports display financial data in bar, line and pie graphs giving you the information needed to make financial decisions
  • Presentation quality reports with the flexibility of user-defined font sizes, types, colors and styles
  • Built in report writer helps created reports to meet your unique needs
  • Reports can be set up in groups allowing to print on demand
  • Filters can be used for reports and data exporting
  • On-screen reports can be easily attached to an email
  • Checks, Invoices, Sales Orders, Quotes, and other forms in Sage BusinessWorks can be customized to meet your needs including adding your company logo

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

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Sage BusinessWorks Purchase Order Module – 800-475-1047 – Support – Training – Consultant – Reseller

Sage BusinessWorks Purchase Order Module – 800-475-1047 – Support – Training – Consultant – Reseller

Sage BusinessWorks Accounting helps bridge the gap between off the shelf entry level products and complex high end systems.  These modules are designed to grow with your business.

When used in conjunction with the Accounts Payable Module and the Inventory Control Module, the Purchase Order Module enables extensive features designed to help maintain accurate inventory records. The feature allows for automatic purchase order production when your stock levels reach a certain minimum. Ability to email purchase orders and run an Order Recommendation report for quick decision making.

Maximum Limitations in Sage BusinessWorks Purchase Order Module:

Number of Characters (alphanumeric) in part number: 20

Number of Vendors per part: 3

Max decimal places in part quantities: 3

Max decimal places for costs: 4

Max number of Purchase Orders: unlimited

Number of Characters in Purchase Order Number: 15

Number of Characters in Purchase Order Description: 30

Maximum number of Lines in Purchase Order: Unlimited

Maximum number of months kept in history: 60

Number of Characters in Manufacturer Part Number: 20

Reports in Sage BusinessWorks Purchase Order Module:

Purchase Order

Purchase Order Closed

Purchase Order Open

Purchase Order Past Due

On Order

Order Recommendation

Inventory Low Stock

Inventory Overstock

Inventory Performance

Business Graphics

Receipts Transaction Register

Receipt Adjustment Transaction Register

Custom

Serialized Inventory Receipts

General Features in Sage BusinessWorks Purchase Order Module:

  • Ability to track purchase orders from entry to fulfillment
  • Maintains purchase order history including ordered and received items
  • Communicate better with your vendor with detailed comments and nonstock items that can be added to purchase orders
  • Copy purchase orders from one vendor to another
  • Automatic Purchase Order feature ensured adequate stock on hand creating PO based on stock level
  • Create purchase orders from a sales order
  • Expedite order entry with drop-ship order feature to customers or vendors
  • Cancel or delete specific line items on a purchase order without deleting entire purchase order
  • Add inventory parts on the fly
  • Adjust costs on parts already received into inventory
  • Process zero-cost purchase orders to accommodate internal requisition of inventory items
  • Customize purchase order forms
  • Ability to print vendor part numbers on purchase order
  • Track purchases by warehouse or location
  • Detailed information including images can be seen using Purchase Order Inquiry Report
  • Email purchase orders
  • Perform part and vendor inquiry on the purchase order entry
  • Add new vendors on the fly

Purchase Order Receipt Features in Sage BusinessWorks Purchase Order Entry Module:

  • When receiving items the Purchase Order Receipts function allows for partial receipt of shipments
  • Corrects data entry errors allowing a line item cost to be overridden during receipt
  • Post Accounts Payable Invoices when purchase orders are received

Reporting Features in Sage BusinessWorks Purchase Order Module:

  • Run various reports concerning the status of a Purchase Order
  • Eliminates overstock items and slow moving items with the Order Recommendation Report
  • Vendor and inventory management reports display profit margin and purchase order information
  • Custom Reports option
  • Allows for user-defined Report Groups to batch print

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Like us on Facebook  and follow us on Twitter

Sage BusinessWorks Payroll Module – 800-475-1047 – Training – Support – Consultant – Reseller

Sage BusinessWorks Payroll Module – 800-475-1047 – Training – Support – Consultant – Reseller

Sage BusinessWorks Accounting helps bridge the gap between off the shelf entry level products and complex high end systems.  These modules are designed to grow with your business.

The Payroll Module in Sage BusinessWorks includes extensive employee information including pay rates, shifts, filing statuses, accrued vacation time, sick time, dates of hire, review dates, termination information, earnings totals, deductions, taxes, custom fields, notepad and more. Quickly access this information to compile paychecks, W-2’s, and both state and federal government reports. Tax tables are included for all 50 states including DC. The Payroll module also calculates tax deposits required so you don’t have to.

Max Limits in Sage BusinessWorks Payroll Module:

Employees: 10,000

Characters (alphanumeric) ID Employee: 12

Custom field per Employee: 5

Vacation or Sick Pay hours to Employee: 999.99

Standard Pay Cycles: 4

Departments: 999

Overtime Rates: 3

Shift Differentials: 6

Standard Rates: Unlimited

Workers’ Compensation Codes: 99

Deductions and other pays per Employee: 15

Other Pays: Unlimited

Deductions: Unlimited

Commission Types, Piece Rates and Job Codes: 800

Hourly Pay Rate: 999.99

Entries on Time Card: 40

Time Card Earning Types: 23

Check Amount; $9,999,999.99

Deduction Amount: $99,999.99

Months to keep Checks: 60

Reports in Sage BusinessWorks Payroll Module:

Check Register

Commission Reports, List, Period Activity, Totals

Company Totals

Deduction Report, List, Period Activity, Totals

Workers Compensation

Employee Direct Deposit List

Employee Master List, Name List, Phone List, Review List

Employee Reports, Earnings, History, Overtime, Vacation/Sick Pay

Other Pay Reports, List, Period Activity, Totals

Paycheck and Check Stub

Payroll Information Verification

Payroll Register

Piece Rate Reports, List, Period Activity, Totals

Standard Rate List

Minimum Wage Adjustment

Flash

General Features in Sage BusinessWorks Payroll Module:

  • Make global changes to multiple employee records
  • Allocate payroll expense to multiple general ledger accounts simultaneously
  • Instant inquiry of paychecks and the breakdown of each check in the calendar year
  • Track total hours and dollars on timecard reports
  • Import time card information and employee information from a text file
  • Use cash management accounts to generate payroll checks

System Maintenance Features in Sage BusinessWorks Payroll Module:

  • Maintain complete employee information
  • Store and display images of employees
  • Track information such as birthdays, certifications, last rate increase, and equipment issued etc. Essentially your payroll is a mini-HR system
  • Pay salaried, hourly, commissioned and piece-rate employees
  • Pay cycles include weekly, bi-weekly, monthly, semi-monthly
  • Predefined pay types including holiday pay, advances, draws, base pay, overtime misc. earnings and more
  • Allows SUI/SDI for an employee to be in a state different than the employee’s SWT state
  • Payroll information maintained up to 5 years

Deduction and Other Pays Features in Sage BusinessWorks Payroll Module:

  • User-defined deductions such as deferred compensation plans, dependent care benefits and pension plans
  • Maximum flexibility with employee-paid and company-paid deductions
  • Calculate workers’ compensation deductions
  • Built-in-report writer to fit your specific needs
  • Additional pay types for employee allowances, bonuses and reimbursements
  • Accumulate allocated tips as “other” pay for W-2 forms

Processing Features in Sage BusinessWorks Payroll Module:

  • Employees paid the same amount each pay – standard time cards
  • Adjustment of pay if employee doesn’t reach minimum wage level
  • Use hand written checks for after the fact payroll recording
  • Track cash and charged tips for complete compensation
  • Full detailed check stubs
  • Customization for body and check stubs
  • List company paid deductions and salaried hours on check stubs
  • Electronic deposit
  • Easily void checks

Tax Features in Sage BusinessWorks Payroll Module:

  • Tax tables included for federal government, 50 states and DC which can be modified as needed
  • Calculates state and federal taxes automatically
  • Track federal and state tax liabilities and deposits
  • Track deposits by generating a tax deposit register for any given month or payroll run
  • Allow tax deposits to include penalty and overpayment amounts
  • Alerts for tax deposit liability
  • Print state and federal tax forms
  • Prints tax deposits for 940, 941, SDI and SUI
  • Print W-2’s
  • Provides ability to eFile tax forms and deposits

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Sage BusinessWorks Order Entry Module – 800-475-1047 – Training – Support – Consultant – Reseller

Sage BusinessWorks Order Entry Module  – 800-475-1047 – Training – Support – Consultant – Reseller

Sage BusinessWorks Accounting helps bridge the gap between off the shelf entry level products and complex high end systems.  These modules are designed to grow with your business.

With the Sage BusinessWorks Order Entry Module you and your staff can easily access a variety of customer information including past purchase history, shipping address and credit card information. Alerts can be set up to notify sales staff of customer credit limits with the ability to put a hold on an order until your customer is up to date. Integrated with Inventory Control Module, your Sage BusinessWorks becomes a complete distribution solution. View status of parts, on-hand, on-order, and committed quantities.

Maximum Limitation in Sage BusinessWorks Order Entry Module:

Max Amount per Quote, Order or Invoice: $9,999,999.99

Total Quotes per Customer: 3,000

Total Orders per Customer: 6,000

Total Invoices per Customer: 12,000

Kits: 50,000

Line Items in a Kit: Unlimited

Ship-To Addresses per Customer: 500

Line Items per Quote, Order or Invoice: Unlimited

Sales Accounts per Quote, Order or Invoice: 999

Sales Taxes per Quote, Order or Invoice: 3

Characters in Invoice Description: 20

Months to Keep Detail: 60

Reports in Sage BusinessWorks Order Entry Module:

Back Order Fill

Back Order

Business Graphics

Credit Memo

Flash Report

Gross Profit

Invoice Detail

Invoice

Kit Order List

On-Order

Order Selection

Packing List

Part Back Order

Pick Ticket

Quote

Quote Return Invoice

Return Part

Sales Analysis

Sales Order

Ship-to Address List

General Features in Sage BusinessWorks Order Entry Module:

  • Add new customer and parts on the fly during quotes, sales orders and invoice entry
  • Gross profit report can be run based on paid invoices and used as commission report
  • Quickly locate customers, parts, quotes, orders and invoices with flexible search features
  • Sort reports by customer, part, product line or sales order number
  • Find orders and invoices using the customer’s PO number

Maintenance Features in Sage BusinessWorks Order Entry Module:

  • Easily look up customer’s part purchase history while entering sales orders, quotes and invoices
  • Receive alerts when a customer reaches their credit limit
  • Ability to track sales by customer, part, product line or sales representative
  • Create and maintain a template for parts, labor and comments that normally appear together on a quote
  • Import ship-to addresses

Processing Features in Sage BusinessWorks Order Entry Module:

  • Ability to allow prepaid sales orders
  • Customize and print pick tickets and packing lists
  • Allows calculated sales tax amounts with the ability to override quote, order or invoice entry
  • Copy quotes, sales orders and invoices from another customer
  • Provide batch or online printing of quotes, sales orders and invoices
  • Locate quotes, orders or invoices based on ship-to addresses in the quote, order or invoice inquiry options
  • Process returns to inventory and returns damaged merchandise without returning to inventory
  • Track profitability of quote being converted to sales order
  • Accept payments and deposits at the time of the sales order or invoice
  • Allow partial shipments to begin invoicing at earliest opportunity
  • Enable customer specific pricing
  • Email quotes, sales orders, and invoices
  • Convert quotes to sales orders to invoices
  • Select sales orders to be printed on a specific date
  • Export and import between disconnected Sage BusinessWorks sites; in office and in the field
  • Ability to print invoices with or without prices or extended prices to be used in packing lists
  • Modufy ship-to addresses when entering quotes, sales orders and invoices
  • Recommends substitutions for out-of-stock items
  • Allow commends on quotes, sales orders and invoices
  • Integrates with StarShip

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

Like us on Facebook  and follow us on Twitter

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming

Sage BusinessWorks Job Cost Module – 800-475-1047 – Training – Consultant – Support – Reseller

Sage BusinessWorks Job Cost Module – 800-475-1047 – Training – Consultant – Support – Reseller

Sage BusinessWorks Accounting helps bridge the gap between off the shelf entry level products and complex high end systems.  These modules are designed to grow with your business.

Accurately estimate and track project costs to include labor, material, equipment, overhead and more with the Sage BusinessWorks Job Cost Module. Create custom reports for managing jobs, enable more control and budget accurately to achieve greater profit potential. Pinpoint details regarding every project and job to make more informed business decisions for internal and external projects. Compare actual costs and estimated costs throughout the process of any project.

Maximum Limits in Sage BusinessWorks Job Cost Module:

Customers: Unlimited

Job Codes: Unlimited

Jobs: Unlimited

Characters in a Job ID: 12

Characters in Job Description: 0

Phases per Job: 999

Characters in Phase ID: 12

Characters in Phase Description: 24

Job Codes per Phrase: 999

Characters in Job Code ID: 20

Characters in Job Code Description: 28

Job Managers: 99

Change Orders per Job: 999

Billings per Job: 999

Payments per Job: 999

Decimal Places for Job Code Costs and Prices: 4

Costs for Job: $99,999,999.99

Price of Job: $99,999,999.99

Cost for Phase: $9,999,999.99

Costs for Job Codes: $999,999.99

Suggested Price of Job Code: $999,999.99

Quantity per Job Code: $9,999,999

Reports featured in Sage BusinessWorks Job Cost Module:

List of Job Codes

List of Managers

Charges

Billings

Request for Payment

Cash Posting

Work Completed

Work Outstanding

Cost Variance

Profit/Loss

Labor Analysis

Change Orders

Job Code Activity

Job Status

Job List

Job Transactions

Pre-Billing Worksheet

Flash Report

Custom

Report Groups

Maintenance Features in Sage BusinessWorks Job Cost Module:

  • Batch delete closed or obsolete jobs
  • Enter retainage percentage for each job
  • Calculate overhead costs based on fixed amounts, percentage of costs, actual costs incurred, or actual payroll overhead
  • Assign fixed price or calculated price to jobs based on either a cost-plus-profit percentage or cost-plus-fixed amount
  • Track estimated, actual and changes in estimated costs from change orders for jobs, phases and job code detail
  • Add job codes on the fly when entering information on phases of jobs
  • Convert a bid to a job
  • Calculate estimated cost of phases based on job code detail
  • Track phases of jobs with as little or as much detail as you want
  • Track customer “retainage” withheld through release during job cycle
  • Calculate estimated cost of a job based on estimates assigned to a phase for accurate budget and bid creation
  • Categorize job codes as labor, material, equipment, subcontracting, overhead or as consolidating type
  • Add customers on the fly when entering jobs

General Features in Sage BusinessWorks Job Cost Module:

  • Instant inquiry of job information including billing, debit memos, credit memos, and payments
  • Instant inquiry of customers including credit memos, debit memos, billings and payments
  • Import job codes from text file

Process Features in Sage BusinessWorks Job Cost Module:

  • Create accurate bids from actual costs
  • Allow discounts and write-off’s of billings during payment postings
  • Automatically calculate “retainage” to be withheld from billings
  • Track changes to jobs in progress
  • Track estimated, actual and change order quantities
  • Import charges, bills, cash postings, credit memos, and debit memos

Reporting Capability Features in Sage BusinessWorks Job Cost Module:

  • Reporting ability to consolidate information for job codes
  • Print job code reports by type of job code
  • Sort reports by job ID, manager number or customer ID
  • Generate reports that include totals for labor, material, equipment, overhead, subcontracting and misc categories
  • Provide detailed or summary reports

 

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

www.jcscomputer.com          800-475-1047          solutions@jcscomputer.com

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