AccountMate/LAN V10.1 (soon) & SQL V8 (retiring)

In AccountMate LAN, AccountMate SQL, Product Releases and Updates, ShipIT by Kevin Stroud

Dear AccountMate Clients,

The AccountMate/LAN platform has deep roots, and continues to perform well for smaller mid-tier businesses (up to, say, 20 concurrent users) who have a major investment in the product, so we’re happy to announce the release of AccountMate/LAN V10.1 expected in late April.  Normally, I provide some sneak peaks into the functionality, but since the expected release date is a month away even we haven’t got a glimpse of it yet.  The webinar to present the new features will be Thursday, May 2, 2019 from noon to 1:30pm CDT—register here: AccountMate/LAN V10.1 New Features Webinar.

Also noteworthy is that AccountMate/SQL V8 is nearing the end of its lifespan, so start planning ahead while we still have time.

As I first mentioned five months ago, Microsoft’s Extended Support for SQL Server 2008 ends July 9, 2019, so there won’t be even emergency patches or security updates for the product after that date—which is a dangerous place to be with your accounting and financial management data.  See here: https://blogs.msdn.microsoft.com/sqlreleaseservices/end-of-mainstream-support-for-sql-server-2008-and-sql-server-2008-r2/

Additionally, since AccountMate Extended Support for AM/SQL V8 ends June 30, 2019, this is the last year for Payroll Tax Updates for that version.  Since it was released what will then be more then nine years previously, that’s a pretty good run for any software version.  So, to be clear, Payroll Tax Updates for AM/SQL V8 won’t be available for 2020! If you’re a NexLAN client running AM/SQL V8 with Payroll, then we’ve already been in touch regarding this—but consider this another gentle nudge…

Regards,

Kevin E. Stroud
NexLAN, LLC
https://nexlan.com

NexLAN AccountMate

Tech Note: How Freight Charges Are Calculated

AccountMate provides built-in flexibility for calculating the customer freight charges on sales orders and sales invoices, allowing you to set a fixed minimum freight charge amount or calculate freight charges based on the weight of inventory items ordered.  Please see Article #1123: How AccountMate Calculates Freight Charge for how these options are configured.

Of course, if you’d like integration with UPS, FedEx and USPS, then check out the ShipIt plug-in here, and we’re happy to set up a free demo at your convenience.


Tech Note: Managing Cash Flow

In business, a steady flow of cash is important to meet financial obligations, prevent cash shortages, and plan business growth or expansion. To avoid cash flow problems, management should constantly monitor and improve cash flow needs – which AccountMate just happens to provide the tools for!

Check out Article #1201: Managing Your Cash Flow with AccountMate for tips on how to manage cash flow—including the reports to generate for an effective cash flow management strategy.


Technical Tips

Version: AM10 for SQL and Express
Modules: AR, PC, SO
TIP #1: Multi-level pricing can be set up either by Price Code or Order Quantity; however, starting in AccountMate 10.1 for SQL and Express, you can use a combination of these two multi-level pricing options. To set it up, you have to mark the SO/AR Module Setup > General (2) > Enable Multiple Pricing checkbox; otherwise, unmark it if you want to use either of the two options.
  • The Multi-level Pricing section is removed from the SO/AR Module Setup > General (1) tab
  • The Enable Multiple Pricing option is available only if you have purchased and activated the Pricing Control module.
TIP #2: Without the Pricing Control module, you can set up only ten multi-level prices by price code or order quantity.

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Versions: AM10 for SQL and Express
AM9.4 for SQL and Express
Modules: AR, SO
TIP #1: The following options were added to the SO/AR Module Setup > General (2) tab and Customer Maintenance > Settings tab starting in AccountMate 9.4 for SQL and Express:
  • Require Customer PO #
  • Check for Duplicate Customer PO #

Note: The setting for these options in SO/AR Module Setup will be the default setting when creating a new customer record.

TIP #2: When the Require Customer PO # and Check for Duplicate Customer PO # checkboxes are marked in the Customer Maintenance > Settings tab, a Customer PO # will be required and validated for duplicates when creating transactions in the following functions:

  • Create Sales Order
  • Create Sales Quote
  • Approve Sales Quote
  • Recurring Sales Order Setup
  • Blanket Sales Order
  • Create Invoice
  • Import Invoice
  • Recurring Invoice Setup

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Versions: AM10 for SQL and Express
AM9 for SQL and Express
AM8 for SQL and Express
Module: SM
Q: I find the report preview too small to my liking. I always end up clicking on Zoom and selecting 150% on the report preview each time I view the report. Is there a way to save the default Zoom setting so I do not have to configure it each time I preview a report?
A: Yes, perform the following to set the default Zoom setting in the report preview:
  1. Click the List box button (drop-down arrow) next to the Printer icon in the System Toolbar (sometimes referred to as the Power Toolbar)
  2. Select the Report Setup function
  3. Go to the Preview Magnification tab
  4. In the Magnification Factor field, enter your desired magnification percentage (zoom) when previewing reports in your workstation
  5. Click OK to save your changes
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Versions: AM10 for SQL and Express
AM9 for SQL, Express, and LAN
AM8 for SQL, Express, and LAN

Module: AR

TIP: When you record an AR invoice in the Create Invoice function using a pay code that is configured to Apply Payment Automatically, AccountMate will automatically record a receipt transaction for the invoice using the total invoice amount as the total receipt amount.  Very handy if you’re doing over-the-counter sales!


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