Back to Newsletter Archives 
 

Quick Links





Hi everyone!

Pease join us at this year's meeting to help you have a smooth year close for 2009. 

This year we have some new data retention ideas.  We will discuss some cost saving hints everyone can use as well as the review of the information required by the IRS and the Social Security Administration.

See you there,

Lorelei & Team

 







































Lorelei Walker, CPA, llc
122 New Orleans Boulevard
Houma, Louisiana 70364
 
985.851.4043 (voice)
985.851.4052 (fax)
 
Current Sage BusinessWorks versions

                     Version 2010  Service Pack 1
                     Version 2009  Service Pack 9


Download service packs with a current ClientCare plan and your Sage Software Online (SSO) login and password. SSO.

User Group Meetings - Keep the Date!
We have set the dates for our User Group Meetings this year - please make plans to attend!  These meetings are full of information and a chance to meet others that use Sage BusinessWorks. 
 
2009 Year End Planning
Learn the plan for a smooth year end. Learn how to balance your payroll and complete W-2s and 1099s. Make sure your data is protected. We will be in both Houma and Lafayette in December.

   
December 9, 2009       or         December 10, 2009
           Houma                                   Lafayette

Click Here to Register Now!





BusinessWorks Tips & Tricks

Cleaning Up Accounts Receivables

Before the year end rush, it is a good time to clean up your accounts receivables.  Do you have customers that owe you less than $1, or you owe them change?  These small balances occur when customers over or under pay a small amount on an invoice.  Let's learn to clear up those small balances.

If your customer has an open credit balance (run an Open Credit Report), you can remove the balance by creating a new debit memo.  The debit memo is applied to the open credit and the ditribution defaults to your sales adjustment account.

If your customer owes you change, enter a payment for $0, pull up the invoice and put the balance in the write off field.  If it exceeds $1, you will be asked to confirm the write off.


 


Contact us to order or for any information regarding these promotions.

Promotions expire on
Wednesday, September 30, 2009





Click here  to get a head start on your tax form needs.













































Lorelei Walker, CPA, llc
122 New Orleans Boulevard
Houma, Louisiana 70364
 
985.851.4043 (voice)
985.851.4052 (fax)
 
 
 User Group Meetings - Keep the Date!
We have set the dates for our User Group Meetings this year - please make plans to attend!  These meetings are full of information and a chance to meet others that use Sage BusinessWorks. 

What's New in BusinessWorks version 2010?
Sage has created new security features, new reports and reporting system, more usability for invoices, and a new look and feel. You can learn more about these and other features at our User Group Meetings in October. For more information and to Register Now click here.

   October 14, 2009         or         October 16, 2009
         Houma                                     Lafayette
 
2009 Year End Planning
Learn the plan for a smooth year end. Learn how to balance your payroll and complete W-2s. You can also place orders for you tax forms. We will be in both Houma and Lafayette in December. Check www.lwcpa.com for more updates. We have already scheduled the Houma UGM, so mark your calendar.

   
December 9, 2009       or                   TBA 
           Houma                                   Lafayette

 2 for 1 Modules - Save up to $625!

Sage is offering you 2 for 1 on add-on modules.  Purchase 1 or more add on modules (excluding Custom Office) and receive a FREE module of your choice (including Custom Office).
  • Add Order Entry and you access additional billing features including creating invoice drafts for approval prior to entering the final copy.  How many times have you voided and re-entered invoices because there was a small error? 
  • Use Quotes and convert to Invoices without re-entering any data!  Need unpriced delivery tickets?  Order Entry tightly integrates with Accounts Receivable and Inventory Control.
  • Add Inventory Control to maintain Purchase Orders.  Keep track of what was received and what you are waiting on.  You don't have to use the actual inventory to keep purchase orders.
  • Add Inventory Control to track the hours billed and revenue generated by your service technicians.  We don't actually put the guys and gals on the shelf, but you can generate performance data on your billable employees.
  • Add Job Cost to track projects and contracts.  Job Cost is not just for tracking construction -- use it to track service contracts, catering and warranty work.  Use Job Cost to track improvements and construction work on your own buildings.
  • Add Job Cost to track your cost of ownership. Job Cost is able to track the costs of repairs and maintenance of your truck fleet, vessels, etc.  
Give us a call or email and we'll tell you more!



 Version 12 Customers....

BusinessWorks version 12 customers have randomly received a postcard from Sage to upgrade to BusinessWorks version 2009 with up to 30% of the upgrade price. Please call us today to upgrade from BusinessWorks version 12 to version 2009 today.

 Back to Top

Sage Software, the Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are property of their respective owner.

Home About Us Affiliates Privacy Policy Contact Us Site Map

2006 � LoreleiWalker.com