Dear AccountMate Clients:
I’m always using this space to trumpet the latest features in the software, hoping to highlight something users of the latest version haven’t discovered on their own yet or that users of prior versions will see as beneficial enough to them to justify upgrading.
This month I highlight nothing as big as a completely rewritten Payroll module or brand new Upsell Management module – but something that should apply to everyone and I’m sure is going to be expanded on in future versions.
Versions 7.X of AccountMate SQL and SQL/Express include a narrated set of videos called the “Getting Started Guide” which details how to setup the AccountMate shortcut pane, navigate the system in general, maintain master records and enter transactions.
The video guide is available from the AccountMate “Help Menu” and, while particularly helpful for new installations, it’s also great for long-time installations who may have added new personnel to their staff to familiarize them with the system in a structured manner rather than osmosis from the person sitting near them. Along those lines, it might also be worthwhile to refresh current users.
The total runtime of the videos is a few tens of minutes, but a lot of information can be conveyed in a format such as this so we’re looking forward to this area being expanded as new builds and versions are released.
Since I often mention my latest racing plans here, I regularly get queried when chatting with clients as to “how did you do?” and “what’s next?” Had no major races in September as I’ve been training for my next race, which is a 100-miler through the mountains of Arkansas this coming weekend. Called “The Arkansas Traveler 100”, it starts at 6am on Saturday October 6th and I expect to finish in a little less than 24 hours of continuous running. On the positive side compared to my last adventure, the temperature should be well under 120 degrees, but there’s no “flat” stretches in this race. Continually running up and down mountains will be be tough for a flatlander like myself, but I’m confident I can make it.
Regards,
Kevin E. Stroud
NexLAN, LLC
https://nexlan.com
Tech Notes
AccountMate’s Return Authorization Modules handle complex returns
AccountMate’s Return Authorization modules handle complex customer and vendor return transactions that cannot be recorded through the Accounts Receivable and Payable modules. For each return transaction, there is a need to properly account for the cost of the items involved. As costs fluctuate, it is not uncommon for a gain or loss to result from the customer or vendor return. The below article discusses how the system determines what cost to assign to returned units. It also explains how the system calculates the gain or loss for each return transaction. Click the title of the article below to access the document. This TechNote contains a link to a downloadable PDF version of the article.
Article 1235: Understanding How AccountMate Computes Return Cost in the Return Authorization Module
Technical Tips
Version: AM7 for SQL and Express
AM6.5 for SQL and MSDE
AM6.5 for LAN
Module: PO
Q: How do you create a purchase order from a sales order with items to be shipped from the vendor directly to the customer?
A: You must create the purchase order using the Create PO by Vendor function. To do this, access the Create PO by Vendor from the Transactions menu. In the Information tab, enter in the SO # field the sales order number for which you are creating the purchase order; then, in the Order From/Ship To tab mark the Use SO Shipping Address checkbox.
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Version: AM7 for SQL and Express
AM6.5 for SQL and MSDE
AM6.5 for LAN
Module: PR
Q: I would like to set up an employee for Electronic Payment; however, I do not need to print a check for the employee. I just need to print the check pay stub. How do I set this up in AccountMate?
A: When you set up an employee for electronic payment, specify a zero amount in the Net Check Amt field of the Electronic Payment Setup window. Be sure to specify a 9,999,999,999.99 amount In the Deposit Amt field. The check amount that will be printed will be zero, but the check pay stub will show the details of the payroll transaction for the employee.
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Version: AM7 for SQL and Express
AM6.5 for LAN, Build LN603 Using Upgraded Payroll
Module: PR
Q: I need to change an employee from full time, salaried to part time, hourly; and must configure AccountMate Payroll to no longer accrue vacation leave for this employee. How do I accomplish this?
A: Use the following procedure to change the employee to hourly status with no vacation leave accrual:
- Access Earning Code Maintenance and locate an existing hourly Earning Code that is not set to accrue vacation leave. If no such Earning Code exists, you must create one.
- Once you have chosen or created a valid Earning Code, access Employee Maintenance and enter the appropriate employee number.
- Click on the Earning Code tab; then click the Edit button. The Edit Earning Code Setup window will appear.
- If the appropriate Earning Code is present in the left side of the Edit Earning Code Setup window, you may highlight it then click the Add> button. (See Step 1) If the appropriate Earning Code is not present click the Department List Box and choose the appropriate department. If you are not sure which department is the correct one, choose All. You can then select the appropriate Earning Code from the list and click Add>.
- Move the newly added Earning Code to the top of the list shown on the right side of the Edit Earning Code Setup window and click Close.
- Verify or make the appropriate changes to the fields for the newly added Earning Code.
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