Sage BusinessWorks

RepairCenter interfaces with accounting software Sage BusinessWorks for Windows and Sage BusinessWorks Gold.

It is recommended that you create a new company in BusinessWorks, following the normal Sage BusinessWorks procedures. However, if you are a current BusinessWorks customer, you may use your existing company.

Note: The Sage BusinessWorks interface does not allow importation of Labor Transactions, so this feature within RepairCenter is not available. However, you can print out a Payroll Report from RepairCenter for easy, manual entry into Sage BusinessWorks for payroll.

Once you have the new company created in Sage BusinessWorks, set up the RepairCenter/BusinessWorks interface settings.

ClosedStep 1 - Select Accounting Package

  1. Click More , then Configuration , then select the Accounting tab. The General tab is open by default.
  2. In the Select Accounting Package field, select BusinessWorks.
  3. Click Update.
  4. RepairCenter will need to be restarted to make the change effective. Click the Accounting tab to trigger the restart message. Click Yes. RepairCenter restarts with BusinessWorks configured as your accounting package.
  5. Click More , then Configuration . The Shop Setup tab opens by default. Select the File Directories tab, and then click Miscellaneous.
  6. In the Accounting section, the BWGAccess.exe Directory should be: c:\Sage\BWProg.
  7. Click Update.

RepairCenter will have to be restarted to make the change effective. Click the Accounting tab to trigger the restart message. Click No.

ClosedStep 2 - Settings and Options

  1. Still in Configuration from the previous steps, click the Accounting tab, and then select the BusinessWorks tab.
  2. In the Version field, confirm the correct version is shown. If it is not correct, select the correct version from the drop-down arrow list. If your version is newer than the ones listed, select the latest version shown.
  3. Enter the Company ID.
  4. Enter the Default Sales Account.
  5. Click Update.
  6. Still under the Accounting tab, click the General subtab.
  7. Select any or all of the Invoicing Option check boxes, as desired.
  • Show supplement lines on invoices. If this check box is not selected, supplement lines will not display on invoices.
  • Don't archive outstanding receivables. If there are a number of payments that have not yet been received, you can select this options to keep them from being automatically archived.
  • Do not show deleted lines on invoices. Selecting this check box suppresses deleted repair lines from showing on invoices.
  • Enable Accounting Lock. Select this option if you want to use the Accounting Lock feature in the Work in Process tab.
  1. Click Update.

ClosedStep 3 - Payment and Credit Card Types

Set up and maintain the types of payments and credit cards your shop accepts as payment.

Note: The instructions below work for both Payment Types and Credit Card Types.

  • Click Add to add a new payment or credit card type. Enter the new type name, and then click OK. Click Update to save the changes.
  • To Edit an existing type, highlight the line, and then click Edit. Make the change, and then click OK. Click Update to save the changes.
  • To Delete a type, highlight the line, and then click Delete. Click Yes to confirm. Click Update to save the changes.
  • To Import an existing .csv file of payment or credit card types, click Import, navigate to the location of the file, and then click Open. Click Update to save the changes.
  • To Export your list of payment or credit card types to a .csv file, click Export, navigate to the desired location, adjust or enter the file name, and then click Save.

Note: Some BusinessWorks users do not use "Cash" as a payment type because once it has been posted it cannot be edited or deleted in BusinessWorks. It is the user's responsibility to decide if "Cash" will or will not be used.

ClosedStep 4 - Profit Center Setup

Set up your Profit Centers and Chart of Accounts.

If you have not already done so, proceed now to Profit Center Setup to set up your Chart of Accounts. For BusinessWorks users, it is imperative that the Sales Account Num field in RepairCenter More > Configuration > Accounting > Profit Centers matches exactly the A/R > Utilities > Sales Accounts > Maintain or List field in BusinessWorks.

Note: If you have posting issues for BusinessWorks, contact Sage Support at: http://www.sagebusinessworks.com/training.aspx

See Also

Accounting - General

Accounts Setup

Account Naming/Numbering

Accounting Interfaces