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Sage BusinessVision Accounting

A full ERP system for companies who have outgrown their off-the-shelf accounting system.
Questions about Sage BusinessVision Accounting? Call (800) 827-1151 and talk to a software expert now.

Superior financial management is at the core of any successful enterprise, so when you commit the future of your business to a particular accounting or business management system, you must first make a careful evaluation. After all, you’re making a commitment to a system that must evolve alongside you - one that keeps pace with ever-changing, ever-improving technology.

The evolution of your business will also require your chosen system to operate with other business systems, in a seamless and integrated manner that improves your workflow, productivity, and, ultimately, your profitability.

Introducing Sage BusinessVision Accounting, the customizable accounting and business management system with tailored editions and deployment options to suit single users to entire businesses. Web-enabled Sage eBusinessVision manages eCommerce activities and integrates with Sage BusinessVision. Sage BusinessVision has an array of compatible industry-specific solutions created by our development partners and add-on functionality such as multicurrency and Sage BusinessVision Custompack, a suite of five powerful features to enhance your Sage BusinesssVision system functionality.

Best suited for:

Small to mid-sized companies who have outgrown their off-the-shelf accounting software

More than just accounting software, the award winning Sage BusinessVision is the culmination of over 16 years of experience and expertise. Thousands of businesses from all across North America trust Sage BusinessVision to run their financials and generate significant, tangible results.

Affordable, expandable and remarkably flexible, Sage BusinessVision is the most powerful system in its price range. It is available in four different versions, each a complete integrated and scaleable solution designed to grow as your company grows.

Limited Edition: Ideal for smaller organizations, this single-user system delivers incredible performance at an economical price.

Small Business Edition: The next level in enterprise management, this 3-user system builds on the functionality first introduced in the Limited Edition.

Standard Edition: Fully featured and optimized for mid-sized enterprises, this 5-user system is expandable with the Optional LAN pack.

Client Server Edition: Designed for high transaction, heavy user load situations, this industrial-strength 10-user system is expandable to over 100 users.

Accounts Payable

BusinessVision maintains a complete history of open (unpaid) and closed (paid) items for every supplier. You can even establish your own aging periods and produce graphs of supplier account aging at any time. Unique flagging and linking features are designed to apply payments to many open items, or to link associated items together. Accounts Payable details can be kept on file indefinitely, with instant access to the original purchase order and General Ledger transaction.

Features

  • Displays ListViews of account codes and names for easy browsing and selection.
  • Equips most browse windows with toolbars extending lines available in a browse.
  • Offers powerful search and find options with multiple criteria.
  • Permits keyboard shortcuts as an alternative to the mouse.
  • Permits user-specified alternate search key of up to ten characters for quick and convenient record retrieval.
  • Performs open item accounting by supplier.
  • Allows user to e-mail suppliers directly from Accounts Payable screen.
  • Displays on-screen account history, five configurable aging periods, and due dates for unpaid items.
  • Presents an open item screen for easy payment application.
  • Offers unique flagging and linking capabilities for multiple item payments.
  • Fully supports partial and on-account payments.
  • Provides drill-down access to General Ledger journal entry.
  • Provides the ability to view closed purchase orders.
  • Offers automatic calculation of available discounts.
  • Generates purchase statistics by supplier.
  • Produces 1099 forms (U.S.).
  • Produces CPRS T5018 forms for vendors (Canada).
  • Calculates and posts GST/HST/QST credits automatically (Canada).
  • Displays graphical view of account aging.
  • Supports multiple bank accounts with built-in check writer.
  • Generates reports by specific supplier or range of suppliers.
  • Fully-Integrated with Purchase Order, Job Cost and General Ledger.
  • Offers a comprehensive Batch Payables feature that accommodates en masse payments with user specified payment dates, supplier range and monetary limits.
  • Produces checks or payment vouchers quickly and easily through a Wizard-based instant check feature.
  • Permits check voiding on open payments, or payments that have been applied to one or multiple items, automatically updating all relevant accounts.

Accounts Receivable

BusinessVision maintains a complete history of open (unpaid) and closed (paid) items for every customer. You can even establish your own aging periods and produce graphs of customer account aging at any time. Unique “flagging” and linking features are designed to apply payments to many open items, or to link associated items together. Accounts Receivable details can be kept on file indefinitely, with instant access to the original invoice and General Ledger transaction.

Features

  • Displays ListViews of account codes and names for easy browsing and selection.
  • Allows browse windows to be resized by user and maintains user specific settings.
  • Permits keyboard shortcuts as an alternative to the mouse.
  • Offers powerful search and find options with multiple criteria.
  • Provides scrollbars in most browse windows, allowing for additional lines.
  • Permits user-specified alternate search key of up to ten characters.
  • Customer database dynamically links with popular contact management systems (Goldmine, Act 2000!, MS Outlook, and Maximizer), providing optional one directional or two directional updates.
  • Provides simple check voiding option, automatically updating all relevant accounts.
  • Performs open item accounting by customer.
  • Permits territory code grouping of customers (e.g. by sales area).
  • Accommodates multiple shipping addresses.
  • Allows users to e-mail customers directly (invoices, statements, messages).
  • Displays on-screen account history with five configurable aging periods.
  • Calculates sales tax and GST/HST automatically (Canada).
  • Displays an open item screen for easy payment application.
  • Offers unique flagging and linking capabilities for multiple item payments.
  • Provides the ability to view and reprint invoices.
  • Allows for drill-down to the General Ledger journal entry.
  • Fully supports partial and unapplied payments.
  • Generates sales and profit statistics by customer.
  • Performs automatic calculation and verification of discounts given.
  • Conducts automatic or manual calculation and posting of finance charges.
  • Displays graphical view of account aging.
  • Generates reports by specific customer, range of customers or sales territory.
  • Fully integrated with Order Entry, Point-of-Sale, Job Cost and General Ledger.
  • Provides powerful batch invoicing capabilities allowing many invoices to be processed and printed at once.
  • Supports scheduled billing of different order types at different intervals. e.g. All orders in territory ABC to be billed Monday, all orders in territory XYZ to be billed on Tuesday.
  • Prompts user when customer requires the use of a purchase order number.
  • Allows negative discounts to be stored in the customer profile in order to accommodate surcharges.

Bank Reconciliation

Features

  • Provides the ability to automate account reconciliation process through on-line bank reconciliation (matched to QIF/OFX file downloaded from your Bank).
  • Displays and matches the Account Reconciliation window and QIF/OFX file simultaneously for easy analysis.
  • Automatically generates reports indicating reconciled items, unreconciled items and a reconciliation summary.
  • Provides the ability to post G/L journal entries for adjustment.
  • Flags all reconciled items on the General Ledger.
  • Provides the ability to suspend and re-start reconciliation process.
  • Offers drill-down to G/L journal entry.

Bill of Material

Bill of Material, available in BusinessVision Standard and SQL Editions, is designed for easy creation and maintenance of lists of components required to assemble or manufacture finished goods or sub-assemblies. Using the Bill of material module, you can trial build (check) to see if enough materials are available to build the desired quantity of finished goods or kits. The Bill of Material module will provide critical information with respect to shortages, outages, costs and order of assembly information. All information is displayed on-line.

Features

  • Displays ListViews for inventory items and bill components for easy browsing and selection.
  • Offers powerful search and find capabilities with multiple criteria.
  • Permits keyboard shortcuts as an alternative to the mouse.
  • Maintains unlimited parts/components in a bill.
  • Maintains up to 99 categories of components (e.g. packaging, labor, fasteners).
  • Supports nine levels of sub-assemblies.
  • Permits non-stock items.
  • Performs automatic substitutions or inclusions of alternate part numbers.
  • Supports both kitted and manufactured bills.
  • Caters for scrap and yield percentages.
  • Supports revision levels.
  • Provides trial build for quick and easy assessment of requirement and shortage scenarios.
  • Processes cost roll-up inquiry for average and current costs.
  • Enables user to quickly determine if and where an inventory item is used in a Bill of Material through a comprehensive “where used“ inquiry.
  • Displays detailed on-screen ”indented“ inquiry.
  • Generates thorough reports including indented, costed and ”where used“ bill of material detail.
  • Fully-integrated with Inventory and Order Entry modules.

Budgets & Forecasts

The Budgets & Forecasts module, available in BusinessVision 32 Standard and SQL Editions, is designed to facilitate the rapid development of plans, and has the facility to refine those plans in order to produce an accurate “yardstick“, against which you can measure the performance of your business.

Features

  • Links to actual performance information in the General Ledger.
  • Budgets last year, this year and next year.
  • Permits keyboard shortcuts as an alternative to the mouse.
  • Performs automatic roll-up of departmental budgets to total company budget.
  • Calculates budgets using previous year’s actuals or budgets automatically.
  • Distributes annual budget amounts automatically, based on user-defined seasonal trends.
  • Performs inflation calculations and adjustments automatically.
  • Permits user-defined rounding.
  • Allows revised budget while maintaining original budget.
  • Provides forecasting based on year-to-date performance and balance-of-year budgets.
  • Performs automatic forecasting and budget revisions using performance versus plan trends.
  • Generates ”what if“ scenarios for accurate forecasting.
  • Exports budget, actual and forecast data to a spreadsheet in one easy step.
  • Displays budget, forecast and performance values graphically.
  • Generates multiple comprehensive reports, including budget worksheets, actual versus budget/forecast, budget detail report.

Customer Details

Features

  • Browse and select from ListViews of account codes and names - account codes may contain up to six characters.
  • Powerful search and find options with multiple criteria.
  • Alternate user-defined search key of up to thirty characters can be specified (e.g. customer telephone number).
  • Customer database dynamically links with popular contact management systems.
  • Open item accounting by customer.
  • Territory code grouping of customers (e.g. by sales area).
  • Multiple shipping addresses.
  • E-mail customers directly.
  • On-screen account history with five configurable aging periods.
  • Automatic sales tax and GST/HST calculations (Canada).
  • Open item window for easy payment application.
  • Unique flagging and linking“ capabilities for multiple item payments.
  • Ability to view and reprint invoices.
  • Drill-down to the General Ledger journal entry.
  • Partial and unapplied payments fully supported.
  • Sales and profit statistics by customer.
  • Unique revenue account by customer or group of customers.
  • Automatic calculation and verification of discounts given.
  • Automatic or manual calculation and posting of finance charges.
  • Graphical view of account aging.
  • Reports produced by specific customer, range of customers or sales territory.
  • View last invoice.
  • Discounts and negative discounts (surcharge) by customer.
  • Prompts user when customer requires the use of a purchase order.
  • Hold facility.
  • Credit limit checking.

General Ledger

The dynamic General Ledger can produce up-to-date balance sheets and income statements at any time. No batching or waiting until month-end. In fact, you can forget that month-end exists, because BusinessVision handles it automatically. You can even post transactions into last year (with proper authority), making your year-end a snap! The General Ledger Inquiry function offers five levels of detail. The first level provides an on-screen overview of all General Ledger accounts and present balances, the second shows the net change and closing balances for each month per account, and the third shows every transaction on the General Ledger, starting at the period you select. The fourth and fifth levels permit complete on-screen reconstruction of the journal entry, invoice or purchase order. If desired, the General Ledger may be departmentalized, permitting different departments of a company to record transactions with a unique Chart of Accounts.

Features

  • Allows users to define Chart of Accounts or select one of the Charts of Account provided.
  • Displays ListViews of account codes and names for easy browsing and selection.
  • Permits keyboard shortcuts as an alternative to the mouse.
  • Offers powerful search and find options with multiple criteria.
  • Provides Divisional capability - three character division code and full reporting by division.
  • Accommodates an unlimited number of accounts, with four segments and twenty-four characters in account number.
  • Provides option to automatically process recurring journal entries when posting identical journal entries on a scheduled basis.
  • Recurring entries may also update Accounts Receivable and Accounts Payable.
  • Supports unlimited transactions per account, viewable at any time.
  • Automatically numbers journal entries, forcing them to balance at the time of entry – up to 198 transaction lines/entry.
  • Provides the ability to create and maintain Allocation Accounts.
  • Real-time processing means no month-end processing – system is always up-to-date.
  • Permits past and future period postings, this year or last year (with authority).
  • Provides fully automatic year-end close procedure, with lockable months.
  • Displays changes in financial position by period and account.
  • Provides GIFI code cross-reference table (Canada).
  • Generates bank and/or account reconciliation and reporting.
  • Displays graphical view of net change/balances by month verses previous year.
  • Allows account detail for any period to be printed of viewed.
  • Generates reports by account number, segment, transaction number or fiscal period.
  • Generates consolidated General Ledger Reports for multiple companies.
  • Generates Income Statement, Balance Sheet and Comparative Performance reports, for any period.
  • Offers fully customizable WYSIWYG financial reporting with the optional Crystal Reports from Seagate Software and F9 from Synex Systems

Inventory

The Inventory module handles an unlimited number of items and serial numbers, and pictures can be embedded directly into the Inventory file for rapid and easy recognition. Multiple warehouses, multiple price lists, quantity breaks and vendor pricing are just a few of the many features maintained on the Inventory profile. Numerous reports help you track sales/usage of all parts/components or services, to help you manage this vital area of your business. Automatic tracking of customers’ backordered items and stock commitment levels are available on-screen at all times. Re-order, backorder and margin calculations are built right into this powerful system.

Features

  • Displays ListViews of part numbers and item descriptions for easy browsing and selection.
  • Offers powerful search and find options with multiple criteria.
  • Permits keyboard shortcuts as an alternative to the mouse.
  • Allows up to fifteen-character stock codes or service item codes.
  • Supports fractional inventory - up to three decimal places.
  • Offers multiple warehouse inventory control, with two-digit warehouse code.
  • Tracks vendor part number and cost price by item.
  • Supports LIFO, FIFO and Average Costing Methods.
  • Displays a graphical view of sales/usage patterns by item by month (rolling twelve month period).
  • Provides two tax indicators for use by billing functions.
  • Supports serial numbers up to twenty-five characters.
  • Offers flexible serial number allocation options such as manual and automatic, upon receipt or at time of sale.
  • Displays stock location code by item.
  • Records up to twenty price lists per item.
  • Supports quantity break discount pricing – nine breaks per item.
  • Provides a price discount matrix by product group, and customer type.
  • Allows for dynamic tracking of on-hand, on-order, backorder and re-order requirements.
  • The handy receiving function allows for cost, selling price and location change options.
  • Supports alternate part number tracking.
  • Stores images, allowing user to view pictures of inventory items.
  • Supports 320-character comment items for service details or special messages.
  • Reports by warehouse, product line, item or range of items.
  • The Inventory module is fully integrated with the Order Entry, Point-of-Sale, Purchase Order and Bill of Material modules.
  • Offers a unique physical inventory subsystem which uses a data “snapshot” to enabling users to perform a physical inventory count without halting business.
  • Provides an import/export option.
  • Offers the option to restrict the ability to modify inventory quantities, by user.

Job Cost

The Job Cost module allows you to easily track income, expense and time by job or project. Used on its own or in conjunction with Accounts Receivable, Accounts Payable, Order Entry, General Ledger and Payroll Modules, the Job Cost module allows you to track an unlimited number of jobs, each divided into up to 999 categories.

Features

  • Displays ListViews by job number and sub-account for easy browsing and selection.
  • Provides powerful search and find options.
  • Permits keyboard shortcuts as an alternative to the mouse.
  • Operates as a stand-alone module or in conjunction with the general accounting functions.
  • Tracks an unlimited number of jobs, projects or dockets.
  • Provides income, expense and gross profit information on each job and job sub-category.
  • Allows jobs to be subdivided, supporting up to 999 accounts.
  • Displays on-going estimates, actual cost, and gross profit by job and sub-category.
  • Provides convenient drill down access to detailed transactions and job cost journal entries.
  • Permits past period postings (with authority).
  • Produces reports by job or by range of jobs.

Order Entry

The heart of virtually any business is order processing, and that’s where BusinessVision’s powerful and comprehensive Order Entry module really excels, allowing an unlimited number of orders, quotations, layaways and standing orders, and the automatic or manual backordering of out-of-stock items. Orders draw down both inventory and non-stock/service items immediately, and when invoiced, the system automatically calculates taxes, revenue, cost-of-goods, receivables, etc - posting this vital information directly to the General Ledger. No need to worry about journal entries or debits and credits, because BusinessVision does it all automatically. It even maintains a history of every invoice that has been produced, affording in-depth analysis of sales, margins and profit.

Features

  • Displays ListViews of customers, stock items, orders, quotations and layaways for easy browsing and selection.
  • Offers powerful search and find options with multiple criteria.
  • Supports quotations, standing (recurring) orders, layaways, credit hold and backorders.
  • Permits keyboard shortcuts as an alternative to the mouse.
  • Includes automatic order/invoice processing for periodic billing or subscription and membership renewals.
  • Provides credit limit verification for orders and invoices.
  • Offers the ability to restrict user invoicing ability for customers over credit limit.
  • Supports up to 99 tax rates. Also fully supports GST/HST (Canada).
  • Automatically creates backorders for unfilled items (with manual override).
  • Performs automatic or manual serial number allocation.
  • Supports multiple discounts by customer and item.
  • Permits non-stock, service items and comments to be conveniently entered.
  • Permits selling price override at the time of order entry.
  • Supports line item discounts.
  • Handles separate billing and shipping addresses.
  • Fully supports returns and credit memos.
  • Supports direct e-mail, fax and printing of multiple page invoices.
  • Changes quotations to billable orders at the click of a button.
  • Permits negative discounts, effectively adding a surcharge to the order.
  • Allows overrides of prices, terms, tax, freight, discount, and salesperson.
  • Displays item availability, location and alternate part number on-screen.
  • Displays cost price (with proper authority).
  • Provides option to process invoices, quotes, and packing slips individually or in batches.
  • Allocates inventory at time of order.
  • Offers complete integration with Bill of Material, automatically drawing components of kitted items.
  • Automatically updates Inventory, Accounts Receivable, Sales History and General Ledger immediately at time of billing.
  • Provides negative inventory processing option.
  • Reports by order number or range of order numbers.
  • Fully-integrated with Inventory, Accounts Receivable, Job Cost and General Ledger.
  • Prompts user to print packing slip, order confirmation, invoice and shipping labels.

Payroll - Canadian

Payroll management becomes easy with BusinessVision. BusinessVision automatically calculates federal and provincial withholdings. Pay history for any employee can be viewed at any time - right down to the individual’s timecard for a pay period. Departmentalization can be used to allocate payroll expenses to various General Ledger accounts. Multiple benefit and deduction categories are available, making payroll suitable for most needs.

Features

  • Browse and select ListViews of employee numbers and names - employee number may be up to six digits.
  • Powerful search and find options with multiple criteria.
  • E-mail employees directly.
  • View pictures of employees.
  • Payroll may be run separately for up to 99 departments.
  • Complete flexibility for salaried, commissionable or hourly-paid employees.
  • Multiple pay frequencies, e.g. weekly, bi-weekly, semi-monthly, monthly, etc.
  • Fast timecard entry, permitting the allocation of wages to up to eighty General Ledger expense accounts per employee.
  • Automatic timecard creation for salaried employees.
  • Paycheque voiding capability.
  • Unlimited timecard and payroll history for each employee is maintained on file, permitting on-screen inquiry for past pay periods.
  • Provisions for wages/salary, regular time, overtime, other time, commission, vacation, advances, etc.
  • Automatic calculation of Federal tax, Provincial tax, CPP/QPP, EI, Worker’s Compensation/CSST, RSP and insurable earnings, with user override provision. All provinces and territories supported. Union dues, remote allowance, and up to ten additional benefits and ten additional deductions on each timecard. Pays out or retains vacation pay automatically.
  • Paycheques can be produced in batch mode, or a single paycheque can be printed on-the-fly.
  • Reports may be produced by department, employee or range of employees.
  • Direct deposit.

Payroll - US

Payroll management becomes easy with BusinessVision. BusinessVision automatically calculates federal and state withholdings. Pay history for any employee can be viewed at any time - right down to the individual’s timecard for a pay period. Departmentalization can be used to allocate payroll expenses to various General Ledger accounts. Multiple benefit and deduction categories are available, making payroll suitable for most needs.

Features

  • Browse and select ListViews of employee numbers and names - employee number may be up to six digits.
  • Powerful search and find options with multiple criteria.
  • E-mail employees directly.
  • View pictures of employees.
  • Payroll may be run separately for up to 99 departments.
  • Complete flexibility for tipped, salaried, commissionable or hourly-paid employees.
  • Multiple pay frequencies, e.g. weekly, bi-weekly, semi-monthly, monthly, etc.
  • Fast timecard entry, permitting the allocation of wages to up to eighty General Ledger expense accounts per employee.
  • Automatic timecard creation for salaried employees.
  • Paycheck voiding capability.
  • Unlimited timecard and payroll history for each employee is maintained on file, permitting on-screen inquiry for past pay periods.
  • Provisions for wages/salary, regular time, overtime, other time, tips, commission, vacation, advances, etc.
  • Automatic calculation of FIT, FICA, FUTA, SIT, SUTA and SDI for employer and employee, with user override provision. All states supported. Union dues and up to five additional benefits and five additional deductions on each timecard. Provision for the definition and withholding of local taxes.
  • Paychecks can be produced in batch mode, or a single paycheck can be printed on-the-fly.
  • Reports may be produced by department, employee or range of employees.

Point-of-Sale

The high speed Point-of-Sale function is designed specifically for point-of-purchase transaction processing, and can be used with barcode readers, cash drawers, receipt printers and display poles.

Features

  • Provides high-speed hands-free option at point-of-sale (no keyboard entry required).
  • Supports cash drawer, barcode readers and popular pole displays.
  • Supports popular point-of-sale printers (paper roll).
  • Displays ListView of SKU’s for quick and easy browsing and selection.
  • Permits keyboard shortcuts as an alternative to the mouse.
  • Provides quick access to existing customer files for on-account and cash/credit card sale.
  • Allows retail customers to be added to the database on-the-fly.
  • Supports line item discounts.
  • Supports serial number entry and allocation.
  • Permits non-stock, service items and comments to be entered conveniently.
  • UPC Alternate part number feature.
  • Supports credits and returns.
  • Handles multiple taxes and GST/HST (Canada).
  • Supports layaway sales orders and periodic payment.
  • Permits multiple payment types, fully supporting on-account and split-tendering.
  • Performs all accounting automatically.
  • Generates daily sales reports by clerk and grand totals (X and Z totals) by payment method.
  • Generates complete end-of-day and periodic reporting.
  • Fully-integrated with Inventory, Accounts Receivable and General Ledger.

Purchase Analysis

The Purchase Analysis module is used in conjunction with the Purchase Order module. Closed purchase orders can be stored in the BusinessVision history files for further analysis in this powerful reporting module. Up to 99 years of purchase history may be stored.

Purchase information may be viewed by purchase order number, time period, supplier or part number. In addition, filters can be specified to enable you to include only information that passes certain criteria (e.g. timeframe, part number, supplier). If desired, the actual purchase order details may be viewed.

Features

  • Maintains purchase order details on file indefinitely.
  • Displays purchase orders by supplier, purchase order number, date range, item purchased or buyer.
  • Allows past purchase orders to be viewed at any time.
  • Provides drill-down access to General Ledger journal entry.
  • Generates daily, monthly and periodic purchase order reporting.
  • Produces reports in both summary and detailed format.

Purchase Order

Fully-integrated with the Accounts Payable, General Ledger, Inventory, and Job Cost modules, the Purchase Order module allows you to keep track of vendors, purchases, costs, payables, and much more. Purchase orders can be closed directly to Accounts Payable and the General Ledger, with the automatic calculation of landed cost. AutoPost even manages accounting accruals at the time goods are received. Purchase history can be retained indefinitely, and purchase orders may be viewed at any time. Purchase information may be viewed by purchase order number, time period, vendor, or part number, and additional filters can be used to specify your desired display or reporting criteria.

Features

  • Displays ListViews of supplier codes and inventory items for easy browsing and selection.
  • Determines permission to post invoices to the Accounts Payable module, by user.
  • Provides powerful search and find options with multiple criteria.
  • Permits keyboard shortcuts as an alternative to the mouse.
  • Assigns purchase order numbers automatically.
  • Stores and maintains vendor part numbers and prices on file automatically.
  • Supports vendor discounts.
  • Permits non-stock items and comment to be entered conveniently.
  • Supports direct e-mail, fax and printing of multiple page purchase orders.
  • Permits override of prices, terms, taxes, freight, discount and buyer.
  • Accepts partial receipts, with automatic accrual to the General Ledger.
  • Supports receipt and entry of serialized items.
  • Displays item availability, on-order and on-backorder quantities on-screen.
  • Updates inventory on-orderrecord automatically, when purchase order is issued/printed.
  • Updates inventory on-hand record automatically, when items are received.
  • Supports fractional quantities to three decimal places.
  • Calculates landed cost.
  • Allows closed purchase orders to be viewed and re-printed.
  • Provides option to close purchase orders directly into Accounts Payable and General Ledger.
  • Supports interim vendor invoices.
  • Maintains purchase history details on file indefinitely.
  • Generates reports by purchase order number or range of purchase order numbers.
  • Fully-integrated with Inventory, Accounts Payable, Job Cost and General Ledger.

Sales Analysis

The Sales Analysis module is used in conjunction with the Order Entry and Point-of-Sale modules. Invoices and point-of-sale bills can be stored in the BusinessVision history files for further analysis in this powerful reporting module. Up to 99 years of sales history may be stored.

Sales information may be viewed by invoice number, time period, customer, part number or serial number. In addition, filterscan be specified to enable you to include only information that passes certain criteria. (e.g. time-frame, part number, serial number, sales territory). If desired, the actual sales invoice may be viewed and reprinted.

Features

  • Maintains sales invoice details on file indefinitely.
  • Displays invoices or sales by customer, invoice number, date range, item, serial number or sales territory.
  • Allows past invoices to be viewed and re-printed at any time.
  • Provides drill-down access to General Ledger journal entry.
  • Permits keyboard shortcuts as an alternative to the mouse.
  • Calculates daily sales reports and point-of-sale details/totals.
  • Generates complete monthly and periodic sales reporting.
  • Produces reports in both summary and detailed format.

Reviews of Sage BusinessVision Accounting

Cindi from CPolyzotis & Associates says...

BusinessVision is a terrific software for small to mid size manufacturing companies, with complete functionality in accounting, customer and sales management, and inventory control. With built-in features such as auto-emailing customer invoices and purchase orders, recurring entries, business analytics, and much more to streamline your business processes.

The good: There is a strong support community, online discussion forums, as well as User Manuals, with step-by-step instruction for all processes in all modules.

Amy from Kingston's Service Centre says...

It is a good program. I use AP, AR, customer profiles, vendors and pretty much has everything I need. It works really well.

The Good: I mostly use the accounting parts of it and it has everything I need.

The Bad: I wish it came with a manual.

Lisa from JD&S Power Equipment says...

We just moved up from an old dos program and it handles our accounting.

The Good: It is very easy to maneuver around and very easy to understand. Definitely user friendly.

The Bad: I really don’t have a way to take an invoice and email it to someone.