• BWAccess APV city state import

    I am importing an Accounts Payable Vendor to BusinessWorks. The file is a comma delimited file. The definition says to send city and state abbreviation a City, ST for example Hastings, MN. When importing, this adds the city as "Hastings" and the Zip code…
  • GL Codes in Vendor Inquiry don't show when I click on detail

    I upgraded to V2021 SP4 and since then I only get a one digit code when I click on detail to see the gl codes posted to on an accounts payable invoice entry. I used to get the gl codes. Keep in mind I went from 2019 to 2021. I can see the correct detail…
  • Import Invoice With Multiple Line Items

    I see how to create a CSV file to import invoices, but it seems to only import a total value. Is it possible to import an invoice with multiple line items?
  • How can I link a live updating PDF to a Vendor?

    In the past I was able to do this. Basically I would go to Vendor Inquiry->Attachments (paperclip). In the attachment manager I would click "Create Object." Then I would click "Insert Object" and select a PDF file stored on my computer. The PDF file I…
  • Credit Memo with a detailed breakdown? Negative Invoice amount?

    Is there a way to create a in A/R credit memo that allows several line items? Is there a way to create an invoice in A/R that allows for the balance to be negative? I work in an office where, with-in 1 of our jobs there can be several invoices showing…
  • How Do I void a Credit Memo already applied to an AP Vendor Invoice?

    We have had a incident in which a void on a credit card vendor transaction and the accompanying credit memo on the vendor transaction were entered using the wrong date. The Vendor Transactions were dated in March 2019, as was the associated Credit Card…
  • No training no help

    Hello anyone! I am new to my company, but the person who's place I took did NOT train me or anyone else (on anything) on how to do returns on invoiced items. The people haven't paid their invoice I just set up the Order and they received the products…
  • How do I remove voided checks/Invoices from A/P Payments?

    Hello, Working from the A/P module, I recently voided a payment by vendor without voiding the invoice first. The check was printed, but will not be sent out. I still have the option to make payment for that invoice. How do I remove this unwanted invoice…
  • Use Tax

    I would like to be able to start accruing use tax at the time of invoice entry in A/P to make it easier to do our quarterly S&U tax report. After trying to test this in a test company, it does not seem that this is a possibility in BW 2018. Can someone…
  • Vendor

    Is it possible to have two vendors, with the same name and mailing address, set up with different terms (i.e. Net 30, VISA) by assigning each a different vendor ID? I would like to set up a credit card vendor and enter transactions for the purchase vendors…
  • Change/Update Unit cost for an A/R Invoice?

    We accidentally Invoiced some material before any receiving was made in our Inventory. So the Unit cost appears as $0.00. A deposit has been applied to the invoice, therefore we can not void it and re-invoice after receiving the Material (PO). How can…
  • Reprint a batch Invoices from a list

    Is it possible to print a group of invoices from a list? For example, I need to reprint a number of invoices that are not in the same product line, for the same customer, are non-sequential, nor do they otherwise have anything in common except specific…
  • Printer margin issues

    I have a user who's invoices print with the right margin cut off. The printer is old and she's working from a different workstation. The workstation is running Windows 8.1 on a 64 bit machine. She can print from any other application without issues, but…
  • Print Invoices with Open Balance Only?

    We send customer Invoices with their Statements at the end of each month. Is there a way to print all Invoices with Open Balances ONLY? This would be ever so helpful and time saving. Thank you!
  • Need Report/Export for Open AP Invoices by Account

    The AP Open Invoice report does not provide GL detail. The AP Invoice G/L Distribution Report does not given an option to run for only Open invoices. I have played around with Exports in both AP and GL but don't see where I can get this data. …
  • Issued AR Invoices Emailed or Printed and mailed?

    Is there a report that will show if an AR invoice was emailed and to what email address? Thanks
  • Showing a DEPOSIT received prior to invoicing on an invoice so correct balance due shows to client.

    Here's the scenario. We use quoting software not BW related to provide clients quotes. A client accepts a quote and sends us a deposit. Someone in A/R posts the $ to the client's account. Their stuff comes in and we invoice the client. We can't apply…
  • Export item data from invoice

    Hi, i would like to made the report "Part Sales by Customer Report" with access. I made the invoice from order. I extract all data from the table oelineitem, but i can't have the information of the qty and the item for each invoice. For example…