Training/coaching

Question

Hi, 
 I'm looking for resources to help me move my businessworks desktop forward into the new world of automation. We have been with businessworks for over 30 years. I have always been the only accountant, but now we are looking to add at least another bookkeeper. I worked remotely and the other bookkeeper might as well. How do we integrate and is it even possible? I am also seeking help with any automation regarding bank reconciliations, invoice data entry, invoice payment solutions. I'm thinking I could use a one on one coach/advisor to help, but first I need to know if Businessworks desktop is capable of doing any automated work. 
 Thanks for your input, thoughts or advice to steer my in the right direction! 
 Linda

BDale · Accepted Answer

Good morning Linda, 
 I would recommend that you look into the services provided by Phil Crocker, who is a certified Sage BusinessWorks consultant. 
 Here is a link to his website: crockerandassociates.com/.../businessworks-consulting

Coleen Graber · Answer

Linda Arnold- 
 Thank you for being a long time user! It depends on what types of automation you are looking to integrate into Sage BusinessWorks. In our KnowledgeBase, there is an article titled &ldquo;Import file formats&rdquo; and a link to this article is: https://us-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=224924850073278 
 This gives you all the information that can be imported into our system and the file format layouts to use for the existing import feature withing the program. 
 If you are looking for more integration and automation than the import formats allow, then I would recommend working with a Sage Business partner like the one BDALE mentioned. 
 
 Sincerely, 
 Coleen

Sage BusinessWorks

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