Custom Office Module — Sage BusinessWorks

The Cash Management module for Sage BusinessWorks Accounting provides superior management capabilities for your company’s transaction processing and reconciliation needs. This module fully integrates with the Accounts Payable, Accounts Receivable, Payroll, and General Ledger modules to offer a comprehensive accounting software solution.

Among the most important timesaving features of the Cash Management module is its full bank reconciliation capabilities. This includes the ability to reconcile bank transactions to the General Ledger from the Accounts Receivable, Payroll, and Accounts Payable applications with your organization’s bank statements. Cash Management is also capable of generating checks to payees not defined in Accounts Payable or Payroll.

Increased profit is a paramount goal for businesses of any size. Achieving that goal means making more informed decisions and managing your company’s finances more effectively. The Cash Management module provides current balances and calculated future balances for all cash accounts through a variety of customizable detailed reports.

Reconciliation reports include summary information for deposits, consolidation of all check register information, and general ledger distribution bank transaction information. With the Sage BusinessWorks Cash Management module, you can make better business decisions and drive your company to increased profit.

	Features:
	Mail Merge—The Mail Merge component of the Custom Office module enables effortless creation of mailings. You can quickly create and send personalized documents to your customers, vendors, and employees. This capability improves your communication with company contacts and provides you with a revenue-increasing marketing tool.
	Gives you the ability to create customized mailings targeted to groups of customers, vendors and employees using Microsoft Word.
	Allows you to create and edit documents and merge them with Sage BusinessWorks information using Word’s advanced word processing features.
	Gives you the ability to utilize Microsoft Word’s conditional paragraphs with either the Instant Correspondence or the Targeted Mail Merge function.
	Attachment Manager—Another productivity tool offered by the Custom Office module is the Attachment Manager. By allowing you to attach multiple objects such as wave form audio (WAV) files, Word documents, Excel spreadsheets, and bitmaps to each Sage BusinessWorks record, you can create a paperless office.
	Creates a paperless office by attaching objects such as bitmaps, Microsoft Word or Excel documents, and multimedia files, directly to any Sage BusinessWorks General Ledger chart of accounts, customer, vendor, part, job, or employee.
	Supports both linking and embedding.
	Enables you to attach existing files or create new files to link or embed in a Sage BusinessWorks record.
	Reflects the changes you make to a linked file in the corresponding attachment.
	Tracks job permits and blueprints by attaching the scanned object to the jobs.
	Custom Worksheets—Finally, the Sage BusinessWorks Custom Office module allows you to create custom worksheets, using your Sage BusinessWorks data and the Microsoft Excel application. An intuitive, built-in wizard automatically extracts your accounting data and places it into Excel. Once in Excel, your options are virtually limitless. It’s another powerful Sage BusinessWorks tool that can help you to improve your company’s productivity.
	Creates customized worksheets in Excel using Sage BusinessWorks data.
	Compiles data from multiple modules into a single workbook within Excel, allowing multi-company consolidation reporting.
	Enables you to perform additional calculations, insert graphs or charts, that can help you with your future reporting.

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Custom Office Module — Sage BusinessWorks

Features: