BusinessWorks - Connection Tab Screen

Use this screen to enter the BusinessWorks connection information.

Description of fields on the screen

Field Label Description
BW Directory This is the folder path where your BusinessWorks company file is located.

BW Access

 This value is the folder path where the BWGAccess.exe file is located, (e.g., C:\Sage\BWProg\BWGAccess.exe).
User ID This is the BusinessWorks login ID.
Password The login password.
Company Code This value is your BusinessWorks company code.
Sales Tax Sales Account

The BusinessWorks Sales Account that allows for the import of negative supplements. This account must first be created in BusinessWorks and must be mapped to the BusinessWorks Sales Tax Payable.
Customer Export Format
  • Vehicle Owner - using first and last, or company name, of the vehicle owner
    This option exports the vehicle owner contact information and creates a job number for the workfile. The job number is the workfile repair order number.
  • Repair Order Number - no grouping is done by vehicle owner
    This option exports the workfile repair order number as the customer ID and includes the vehicle owner contact information.
  • Use insurance company if exists on workfile
    Selecting this option exports the insurance company contact information and creates a job number for the workfile. The job number is the workfile repair order number.
Export Negative Supplements Select Yes to export negative supplements.
Post Credit Memo As

Select the export option BusinessWorks will use:

  • Open Credit
  • Negative Invoices