Lorelei Walker, CPA, llc

122 New Orleans Boulevard

Houma, Louisiana 70364

985.851.4043 (voice)

985.851.4052 (fax)

www.lwcpa.com 

Current Sage BusinessWorks Versions

               Version 2009       Service Pack 6
               Version 8            Service Pack 8

Verify your current version by selecting HELP, ABOUT on the main BusinessWorks menu.  To download the upgrade, you need a username and password to access Sage Software Online (SSO). 

 Sage BusinessWorks version 2010

The Sage partners were offered a preview of the version 2010 for Sage BusinessWorks -- and we are all impressed with the new look and modern feel of the user interface. The software engineers have made major improvements that will benefit every user of the software and we promptly sent them our thanks (and some cupcakes). We are anxiously awaiting the beta version in July with the finalized list of enhancements. At that time, you become eligible to participate in the early release program.

In Sage BusinessWorks version 8, quotes, sales orders, and invoices were limited to 99 line items. However, Sage removed this in version 2009. Jenny of Johnny's Engine participated as an early release site to test this enhancement. She found the program very helpful and enjoyed it. She appreciated that purchase orders, sales orders, and invoices do not have to be split up between several numbers. Jenny also received an extension of her ClientCare support plan for her participation. 
Recently, Jenny was able to preview Sage BusinessWorks version 2010 and says it looks nice and is easy to use.

Sage Software has increased your benefits in the Sage ClientCare programs without raising your annual cost. You are now issued points and are able to use those points to attend the Sage Software University training. Learn more...

If you have renewed your ClientCare between March 2009 and now, you have automatically been switched to the point system. If you have not renewed during this time you will switch to the point system on your next renewal date. If you have questions regarding your renewal, please call or email us for assistance.

Getting Started with Job Cost
Getting Started with Payroll
Streamline Your Sales Process & Improve Customer & Vendor Relationships by Integrating ACT! by Sage.

To register for Live Webcasts, you can click here to visit Sage Software University. 

The purpose of the online community is to enable all customers of Sage BusinessWorks to engage and interact with one another through a variety of different communication forums and tools. This community is for YOU! So, jump right in, join a discussion, and share your experience with Sage.

The BusinessWorks Online Community consists of three forums or areas of discussion. First, is the Sage BusinessWorks Forum where customers just like you post any issues they may be experiencing, while others may be able to offer any advice. Second, is the Feature Request Board. This board is where you, other customers and  product management team members  discuss enhancements for upcoming product releases. Finally, there is the Feedback area, where you can tell Sage what you think about the online community.

You can register now to learn more tricks of the trade for your Sage BusinessWorks by clicking here to enter the Sage BusinessWorks Online Community. We will be there looking for you.

Make your Vendor List Work for You!

Tip: Reduce Time Searching for Vendors
Determine and use standard rules to name vendors similar to your filing system. For  example, we use the last name to identify individuals or employees in our vendor system. You should review your vendors starting with city, regional, parish/county and state names. 

Trick: Power Lookup and Rename features
After reviewing the Vendor ID list, we found inefficient and duplicated data. This caused users to be frustrated when searching for vendor data. (By the way, the customer was us!) For example, we have multiple vendors starting with Terrebonne; such as: Terrebonne Parish Sales Tax, Terrebonne Parish Consolidated Government, Terrebonne Parish Library, Terrebonne ARC. Using the Power Lookup in Maintain Vendors, we viewed all of the vendors with Terrebonne anywhere in their name. When we found these vendors listed as TERRE SALES, TPCG, TP LIBRARY, TARC, we used the Rename feature to reorganize them. We chose to use TER as the beginning of the IDs. Duplicates were renamed  with the letter Z to move it down the list and DNU was placed in the name -- our code for "do not use."