Sage BusinessWorks

Features &​ Benefits

Many of the time-saving features listed here are unique to Sage BusinessWorks. The system’s straightforward navigation and workflow draws the appreciation of customers. With a familiar Microsoft Windows look and feel, moving from task to task is simple and you can access data with a keystroke or mouse click. This helps your company operate with high efficiency and achieve its financial goals.

Sage Software takes pride in being an industry innovator and world leader in business management software. When you invest in this program, your company will be utilizing some of the most advanced technology available.

General Features

• The Launcher, a Web-enabled main window, provides quick access to Microsoft Office applications, the Sage Software Web site for technical support and the Sage BusinessWorks Services Center for information on loans, credit reports and much more.

• Every window includes status bars, menus and shortcuts, providing intuitive navigation functionality.

• User-defined startup groups automatically launch the tasks that you use most often. Every time you log-on to Sage BusinessWorks, you will instantly be in your preferred work area, saving you time and increasing efficiency.

• End-of-month close for multiple modules can be processed quickly.

• Handy online checklists are great training tools that walk you through all the steps in a process.

• A convenient Notepad feature provides instant information about accounts, customers, vendors, employees, parts and jobs.

• An online ZIP Code list is included, along with a built-in editor.

• City and state abbreviations are inserted automatically upon ZIP Code entry to save you time.

• Any record can be located in seconds from maintenance options in several Sage BusinessWorks modules. Enter all or a portion of an ID at a Quick Find field to immediately jump to a record.

• Customize and save search definitions for future use as well as export the data in the search grid to a Microsoft Excel worksheet.

• Information can be exported to other Sage BusinessWorks companies or into other programs for analysis, forecasting, presentations, reports and more. Exportable formats include recent versions of HTML, Word, Excel, RTF, TXT, CSV, tab-delimited, DIF, SYLK and clipboard.

• Built-in Backup and Restore features allow you to quickly back up important financial data to a CD-ROM, zip drive or your hard drive.

• A powerful “How Do I?” function provides access to option-specific Help topics, ending tedious, time-consuming searches.

• Each user has access to electronic manuals in PDF format available from the Sage BusinessWorks Launcher.

Multiple Users & Security Features

• Extensive task-specific security features protect your vital company information. Complete control is in your hands as you set up security on a user-by-user basis, granting access to one option at a time or to an entire menu or module with just one click.

• Sage BusinessWorks allows full locking and simultaneous data access when running on a network.

• An audit log consisting of recent changes to data files maintains and dates important information—including added or deleted customers, vendors and parts.

Reporting & Form Capabilities

• Presentation quality reports provide the flexibility of user-defined font types, sizes, colors and styles.

• A user-friendly, intuitive, built-in report writer helps you create reports to meet your unique needs.

• More than 25 graphical reports display financial data (in bar, line and pie graphs), giving you key information needed to make important financial decisions.

• A series of reports can be set up in groups, allowing you to print them on command, saving valuable time.

• Reports and forms can be attached to an e-mail for distribution.

• Filters can be used for reports and data exporting to further specify the selection criteria.

• All forms in Sage BusinessWorks (such as checks, invoices, quotes or sales orders) can be customized to meet your needs. You can even insert your own company logo.

• Save money by reducing postage expense and minimize the need for pre-printed forms by e-mailing forms. Shorten sales cycles and close more business. Present your quote to a prospect while the lead is hot! Increase revenue and collect receivables quickly by submitting your invoice directly to the accounting department in a matter of seconds. Ensure the timely delivery of key inventory items by e-mailing purchase orders.

Custom Applications

With third-party applications — plus custom utilities and Crystal Reports we develop for specific needs — we’ll help you get the most from your Sage BusinessWorks investment by enhancing its strengths and tailoring them to fit your situation. The result: a complete, cost-effective system that enables you to run your business optimally instead of letting it run you.

Contact The Sage Solutions Experts At SWK Technologies

For additional information on Sage BusinessWorks and other solutions, contact us. In a brief consultation with one of our representatives, we can address your needs and determine the best way to serve you.

With locations in New Jersey, New York City, Chicago, Boston, Buffalo, Syracuse, Los Angeles, Orange County, Houston, and North Carolina we offer a world-class team of CPAs, MBAs, and other professionals dedicated to implementing, consulting, training and supporting Sage BusinessWorks, Sage ERP X3, Sage MAS 500, Sage 500 ERP, Sage MAS 90, Sage MAS 200, Sage 100 ERP, CRM and other reporting and analytical tools for our clients.