Refresher of BusinessWorks v2018, SP1, SP2 and SP3 Features

While Sage BusinessWorks version 2018 was released a full year ago, BusinessWorks 2018 SP3 was just released at the end of June.

As a reminder, Sage BusinessWorks service packs are a bit different than others, as they include new features and functionality along with the normal software patches, bug fixes, and tax table updates.

Since its release in July of 2017, Sage BusinessWorks 2018 has issued 3 service packs (SP1, SP2 and SP3) all of which contained new software features and functionality. Below we’ve listed all the new features added to version 2018 by service pack release.

New Features in Sage BusinessWorks 2018

Payroll

  • PR, Taxes, Print W-2 – Options have been added to allow for a default Kind of Payer selection on a company (PR, Utilities, Maintain Payroll Parameters) or an individual employee (PR, Employees, Maintain Employees, Status) basis. Selecting the appropriate option will populate the 943 with the correct 941 filer option. By default, 941 filer (company) and regular (employee) will be selected.  This change can also be made globally on each employee by using PR, Employees, Employee Global Change
  • PR, Utilities, Maintain Payroll Parameters – Option has been added to “Restrict accrual” to a set max accrual per year for vacation and sick time.  When the option is selected sick/vacation time will no longer calculate if the max accrual per year has been reached.
  • PR, Utilities, Maintain Deductions – Deduction for a percent of hourly rate after a set limit is now available.  The method drop box now includes “Percent of base hourly pay (exempt)” to allow for this calculation.
  • PR, Employees, Maintain Employees – Date of Birth field has now been added to Maintain Employees.  The field is available to be added to reports and exported through custom exports.  This field cannot be sent over to Aatrix for tax report filing at this time.
  • PR Tax Table Updates for Idaho, Illinois, Indiana and Kansas

Inventory Control

  • IC, Purchasing, Maintain Purchase Orders – A parameter has been added under IC, Utilities, Maintain PO Preferences to “Allow reprint of purchase orders”.  This option will be selected as default and affects Automatic Purchase Orders, Maintain Purchase Orders, Purchase Order Inquiry and the Create Purchase Order from Sales Order tasks.

General Ledger

  • GL, Reports, Trial Balance – A new report XLS Trial Balance – Detailed has been added to GL, Reports, Trial Balance that will allow exporting of all report data, including GL Account numbers, to an Excel data file.

Accounts Payable & Cash Management

  • AP, Reports, Check Register / CM, Reports, Check Register / CM, Reports, Cash Account Register – The report option now has a checkbox to “Include payroll checks.” The default for this option is checked.  If the user DOES NOT have access to Maintain Employees in Payroll, the checkbox will be automatically unchecked and it cannot be edited.

Accounts Receivable & Order Entry

  • AR, Transactions, Invoices / OE, Orders, Maintain Sales Orders / OE, Invoices, Direct Invoicing – A new combo box “Default Payment Type” has been added to AR, Utilities, Maintain AR Parameters.  The default payment selection affects invoicing and sales orders tasks: AR Invoices, AR Quick Invoices, OE Orders, OE Direct Invoicing, OE orders to invoice and OE select orders to invoice.
  •  OE, Reports, Part Sales by Customer – A new report XLS Part Sales by Customer Report has been added to OE, Reports, Part Sales by Customer, to give users a method of exporting all data including part number and customer ID, to an Excel data file.
  •  OE, Reports, Gross Profit Report – A new report XLS Gross Profit Report has been added to OE, Reports, Gross Profit Report, to give users a method of exporting all data including customer ID and Invoice #, to an Excel data file.

New Features & Fixes in Sage BusinessWorks 2018 SP1

System Manager

  • File, Backup – Will now receive an error when attempting to backup to a drive location that is invalid.

Accounts Payable

  • AP, Reports, Invoice G/L Distribution Report – Accounts Payable G/L Invoice Distribution Report now shows correct distribution when vendor invoice is posted using credit card terms

Accounts Receivable

  • AR, Reports, Open Invoice Report and AR, Reports, Aging Report – Open invoice and aging report sorted by Invoice rep are now correct when a duplicate invoice number is used for the same customer.

New Features & Fixes in Sage BusinessWorks 2018 SP2

Payroll

  • PR, Utilities, Maintain Deductions – Deductions set to display in box 12 with code FF now display in Enhanced Tax Reporting.
  • PR, Taxes, Print State Tax Reports – Employees are now correctly sent to Aatrix SUI report if they are SWT exempt.

Order Entry

  • Maintain Quotes, Maintain Sales Orders, Direct Invoicing, and Manual orders to invoice – Part history now displays long part ID (over 20 characters)

Accounts Payable

  • AP, Vendors, Vendor Inquiry – AP Invoice G/L Distribution is updated correctly in the AP data when invoice uses prepaid terms.

New Features & Fixes in Sage BusinessWorks 2018 SP3

Payroll

  • PR, Reports, Check Vouches – Added the employee sick hours earned and sick hours taken to the report to meet Washington State sick leave reporting requirements.
  • PR, Employees, Maintain Employees – Can no longer delete Kind of payer value in Maintain Employees.

System Manager

  • File, Backup – Will now receive an error when attempting to backup to a drive location that is invalid.

Accounts Payable

  • AP, Reports, Invoice G/L Distribution Report – Accounts Payable G/L Invoice Distribution Report now shows correct distribution when vendor invoice is posted using credit card terms.

Accounts Receivable

  • AR, Reports, Open Invoice Report and AR, Reports, Aging Report – Open invoice and aging report sorted by Invoice rep are now correct when a duplicate invoice number is used for the same customer

To ensure you are taking advantage of ALL the latest software enhancements, we recommend you stay up to date with your service packs.  If you have questions or need assistance, contact Mary Hildinger at 260.423.2414.