View new features available in Sage BusinessWorks

Sage BusinessWorks includes new features, enhancements, and updates with each release. Review the version-specific documentation to learn about functionality added to your installation.

Sage BusinessWorks 2025

• What's new in Sage BusinessWorks 2025
• Income Statement by Month in GL, Reports, Income Statement, Comparative
• A Find button is available on the bank reconciliation screen in CM, Transactions, Reconcile Checking Account
• You can filter the Positive Pay report to include voided checks
• Purchase Order Date displays in IC, Purchasing, Purchase Order Inquiry
• Direct Deposit payroll stubs are now encrypted
• Automatic backup scheduler

Sage BusinessWorks 2024

• What's new in Sage BusinessWorks 2024
• Sage Ally - AI Assistant
• Positive Pay report in CM, Reports
• Support of 1099-DIV and 1099-INT
• Two-digit year on all General Ledger Reports (added to Trial Balance and Account Detail Report)
• All payroll check forms now show total working hours and available sick and vacation pay
• We’ve added six new payroll check forms that include earnings details
• Company name added to email subject line
• Part Sales by Product Line and Part Sales by Ship to State reports have been added
• Updated Part Sales by Customer report includes extended price and invoice hyperlink
• The payroll register now displays company tax portions for OASDI, Medicare, FUTA, and State SUI

Sage BusinessWorks 2023

• Updated to Actian Zen 15 SP1 (15.1)
• Enhanced user security by allowing users to change their passwords on the login screen
• You can now require passwords and set complexity rules with enhanced security options

Sage BusinessWorks 2021

• You can set updated color schemes system-wide, by company, or by user
• Support added for the 1099-NEC form
• Enhanced Import Quotes and Orders task to allow (via checkbox) the ability to delete existing quotes/orders
• You can add year-to-date charged and cash tips to payroll check stubs
• You can now print only the last four digits of employee bank accounts on direct deposit stubs
• We updated AR, Order Entry, and Payroll forms to display a four-digit year

Sage BusinessWorks 2020

• Chat Icon added to the module icon bar

Sage BusinessWorks 2019

• Run the Company Totals - By Check report for a specific date range
• New version of the Accounts Receivable and Accounts Payable report that aren’t exportable to Excel
• No limit to the number of box 12 deductions in Payroll
• Inventory Transaction Detail Report transaction dates now include the year
• Added support for Payroll box 12 codes GG and HH
• You can now save settings when reprinting invoices, credit memos, and debit memos in AR
• Removal of the Pervasive System Analyzer and keyhelp.ocx file
• Sage Payments is now Paya, but installation files can still display Sage Exchange
• Cash Management cash balances now include an explanation as to what Calculated and Actual totals mean

Sage BusinessWorks 2018

• Customer Selected Payment Default
• Exclude payroll checks on AP and CM register
• Employee birthday field in Maintain Employees
• A new deduction type for a percent of base hourly pay (exempt) has been added
• You can now set a default Kind of Payer by company or individual employee
• You can now restrict vacation and sick time accrual to a set maximum per year
• New XLS Reports added to Order Entry and General Ledger
  • Order Entry Gross profit report in XLS format now includes Customer ID and invoice numbers
  • Order Entry Part Sales by Customer report in XLS format new includes the part number and customer number
  • General Ledger Trial Balance in XLS format now includes the General Ledger account numbers

Sage BusinessWorks 2017

• Frequently Asked Questions (FAQ) link
• Sage Exchange desktop 2.0 update
• Added ability to use the Tab key to tab through GL and PR reports
• Manually post recurring invoices to AR and AP
• 1099 year-end warning added in red font
• Preview Sales Orders, Invoices, and Quotes in AR and OE before posting
• Copy customer
• Modify Invoice Terms/Header

Sage BusinessWorks 2015

• The updated Gross Profit Report supports customization, drill-down, and drill-to features
• Snapshot button added to Payroll (PR) tax deposit screen
• Affordable Care Act reporting has been added
• Sales Tax list can now sort by sales tax ID
• Worker's Compensation Detail and Summary by Employee ID have been added

Sage BusinessWorks 2013

• Unlimited number of cash accounts
• Set a default cash account for all modules under CM, Accounts, Maintain Cash Accounts
• Import cleared bank transactions for easier reconciliation
• You can now add AP invoices during Manual Invoice Selection
• Confirmation message when hitting "Undo" button when posting invoices, orders, or purchase orders
• A new payroll reporting system allows you to customize reports and includes drill-down and drill-to capabilities

Sage BusinessWorks 2012

• PA-DSS-compliant functionality through Sage Exchange
• The new General Ledger reporting system allows you to customize reports and includes drill-down and drill-to capabilities
• Improve payment processing screen when processing AP payments
• Email direct deposit advice
• Print and sign PR tax reporting with free Federal W-2 eFiling
• Preview Report Groups

Sage BusinessWorks 2011

• Expanded direct deposit distributions (unlimited number of bank accounts)
• Streamlined customer payment processing
• Larger bank reconciliation screen
• You can now control user access system-wide or set no access as the default
• Search by the last four digits of an employee social security number
• Create new reports using the User Reports Manage

Sage BusinessWorks 2010

• The new reporting system supports customization and drill features, with two customizable reports per module
• New, updated user interface
• Post the invoice and return parts to the original sales account
• Add, delete, or edit lines on sales orders that have been partially invoiced
• Improved visibility when voiding checks
• Distribute AP invoices to up to 999 unique accounts
• Credit card encryption

Sage BusinessWorks 2009

• Track open credits and deposits in detail
• Open Credit/Deposit report is now available
• An enhanced Customer-Specific Pricing feature has been added
• Export Customer, Vendor, Part, and Employee information using the new export feature
• Print direct deposit checks in their own check run
• Unlimited lines on purchase orders, quotes, sales orders, or invoices
• Increased Sales Accounts on Order entry transactions which allow up to 999 sales accounts per transaction

Sage BusinessWorks 8

• Enter Payment option has been added
• Assign sales tax IDs to a specific ship-to address
• Post adjustments to AP invoices paid by credit card
• Void Payments by Vendor
• Drill-down capability added to customer and vendor inquiry

Sage BusinessWorks 7

• Print tax forms to plain paper and eFile your state and federal tax forms
• CompuPay integration
• Filter Sales Order Line Items feature added to Custom Reports/Exports
• Copy Part ability has been added
• Import Job Cost transactions
• Ability to record EFT payments
• Copy Security settings

Sage BusinessWorks 6

• ACT Link modules added
• Copy company feature added
• Create a PO from a Sales Order
• Convert single Sales Orders to invoices with the click of a button
• Expand line item description to 1,000 characters
• Edit the PO Description Lines