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Sage BusinessVision 2014 (7.7)

Top features in 2014 release

In the fall of 2013, Sage released Sage BusinessVision 2014 (7.7). There were a much smaller number of improvements in this version, even compared to the prior year, but there were still a few nice additions.

Top Features in this version

  • User Access - added settings in User Account Details for each user:
    • set default Salesperson for sales orders
    • allow designated users to see Employee addresses without other access to Payroll
  • GL Lock Periods - designate specific dates to lock on the GL (before and after current period)
  • Force use of Salesperson code - in Order Entry; when set (it's optional), won't be able to save orders until Salesperson is assigned
  • Purchase Orders - set default Ship-to address; useful if you receive stock somewhere other than main business address
  • Customer Details - S.O. History tab - can now view Journal Entries linked to specific sales transactions
  • Vendor - setting to default to print cheques when you open the vendor in AP; can be helpful when paying some vendors by electronic payments / bank transfers
  • Order Entry - in Batch Billing, can now filter by Required Date
  • Payroll - can now e-mail Direct Deposit payroll advices
  • Inventory / Product Codes - can set default Sales Department for each Product Code; when entering new items in that Product Code, will default to the indicated Sales Department
  • Invoice Viewer / Purchase Order Viewer - when viewing an invoice or PO from sales analysis / purchase analysis, can use a new E-mail button to e-mail invoices / PO's to customer or vendor if that customer or vendor has form set to Email or Form & Email - even if the document has been printed previously
  • Sales Analysis - now shows the customer number when looking up invoices by invoice number
  • Find module - when using Find to search Vendor Specific Pricing, can now click a View Inventory icon to see the associated inventory items

Features Released in Version 2014 Service Packs

Since the initial release of Sage BusinessVision 2014, there were a number of additional, incremental changes added. The main ones follow.

Features Released After Initial 2014 Release

  • Update 1 (7.71A) - multiple bug fixes
  • Update 1 (7.71A) - new features:
    • Void more types of transactions in AP
    • Import Timecards to Payroll
    • User access changes to accommodate the above

In additional to making some small incremental improvements in Sage BusinessVision with this version, Sage do a good job in encouraging the development of third-party tools, utilities and applications, and the developers of these tools are certainly producing some great work. For info on some of these, have a look at some of the best third party add-ons.

If you need to streamline or expand your use of BusinessVision or the management of your BusinessVision data, please give us a call to discuss how some of these tools can actually save you money or make you money.

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