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Erzsi_I

Welcome to the Sage BusinessWorks Community!

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Profile pic of Erzsi Institorisz

I’m Erzsi, the Community Country Lead for North America, and I’m excited to reintroduce myself here on Community Hub! Whether you're a long-time member or brand new to the group, this is a space to connect, share knowledge, and support each other in all things Sage BusinessWorks.

Our community is here to help you get the most out of your Sage solution—whether you have questions, best practices to share, or just want to engage with fellow users, we’re here for you!

A little bit about me:  Before joining Sage, I worked at Service Canada in Employment Insurance, promoting ROE Web and helping businesses adopt digital solutions. Outside of work, I volunteer with NGOs focused on food security and agriculture—causes close to my heart. I’m also a musician and singer/songwriter —so if you ever need troubleshooting tips or an impromptu acoustic set, I’m your person! Notes

Bulb Meet Your Product Mentors Bulb

We have an amazing group of Sage colleagues who help oversee this forum and share their expertise:  &  . They'll be introducing themselves in the comments, so stay tuned!

We’d love to hear from you—feel free to drop a comment to introduce yourself, share what you do, or tell us how you use Sage BusinessWorks in your business. Let’s make this space a great place to learn and collaborate!

Looking forward to connecting with you all. Herb

  • Hi there! I’m Kim, a Principal Customer Services Analyst here to support Sage BusinessWorks. If you have any questions, feel free to post them on Community Hub—Coleen and I are always happy to help!

    A little about me: I’ve been supporting BusinessWorks for over 20 years, and before that, I worked with the controller of a local high school. Outside of work, you’ll find me enjoying a round of golf, bowling, or spending quality time with my family. Don’t hesitate to reach out—We're here to help!

  • Welcome to the Community Hub!

    Hi! I’m Coleen, the US BusinessWorks Lead for the Community Hub.  This is a community, so I encourage everyone to share their ideas, feedback, and effective strategies.  We aim to create a space where we can all learn from each other and offer solutions together.

    As a customer support specialist for 25 years, I have been at the forefront of helping businesses thrive. Every day brings new challenges and opportunities to solve problems, making my job dynamic and engaging. I love empowering users to unlock the full potential of our software, guiding them through complex issues, and celebrating their successes. It’s incredibly rewarding to see how our solutions transform their workflows and boost their efficiency. Plus, I get to work with a fantastic team and stay updated on the latest advancements in technology.

    The Community Hub is for the BusinessWorks Community.  Feel free to ask questions, as well as offer advice and suggestions to the community members. 

  • How do I change the aging report to show current, 31-60, 61-90, 91 + ?

  • in reply to Thao Huynh

    What is the X3 report name of the report you are calling the Aging Report and what version of X3 are you using?

  • in reply to Thao Huynh

    Hi   you would change the aging bucks in the parameters of the AP or AR module. 

    How can I change the aging buckets on my reports has the detailed instructions on how to do this in Sage BusinessWorks.

    Thanks,

    Kim

  • When returning an invoice, the total did not include freight charges and tax on freight.  The credit memo is off from the original invoice as a result, any suggestions to fix this?

  • in reply to Megan WMI

    Megan WMI-

    If this was an Order Entry tax would have been included in the amount once the taxable line item was selected.  The line item for Freight would need to returned manually.  Try going to OE, Invoice, Invoice return and select the line item for freight and tax to be return.  If the invoice is no longer available, then you can do a manual credit memo using AR, Transactions, Credit Memo.

    Otherwise, if the credit memo is off from the original invoice, then it may be best to have you reach out to our Live Chat team for further troubleshooting on your specific issue.  To get to Live Chat in the program, just go to Help, Live Chat or go to www.sage.com/resouces

    Sincerely,

    Coleen

*Community Hub is the new name for Sage City