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AccountMate/SQL V10.1 Released – with CONFIGURATORS!

by | Dec 1, 2016 | AccountMate Forms, Taxes, Year End

Dear AccountMate Clients,

AccountMate SQL and SQL/Express V10.1 has just been released and there’s LOTS to talk about.  Besides the usual new features, listed below, there’s also two entirely new “configurator modules” which could completely change your order entry and manufacturing processes!

The new features include:

  • Enhanced Audit Trail feature provides the capability to track data entry changes by transaction, including locating amendments made to a transaction
  • Supports Payroll Application and Printing of a check for an employee with multiple state transactions
  • An option in Payroll to exempt certain employees from additional state taxes during payroll application
  • Mass cancellation of Open Sales Quotes and mass cancellation of Open Purchase Quotes that were never approved; now can be cancelled in one session
  • Export or email reports immediately after saving transactions from the Save window
  • Capability to set a default printer for any reports including checks
  • Ability to sort all columns in grids of certain Accounts Receivable (AR) and Accounts Payable (AP) functions
  • Ability to select the serial number of kit components when returning kit items
  • Supports multi-level pricing by a combination of price codes and order quantity breaks
  • … and many more!

The New Features Webinar has been scheduled for Tuesday, December 6th at noon CST and is expected to last an hour and a half.  To register, click here.

Additionally, there are two new modules available – the Sales Order Configurator and the Manufacturing Configurator.  These two modules allow the setup of rule-based options for people entering sales orders to provide dynamic ordering options, which can be applied to bills of material, and preclude the possibility of an order being taken that cannot be fulfilled.

The Configurators Webinar has been scheduled for Thursday, December 8th at noon CST and is expected to last an hour.  To register, click here.

If you’re currently running AccountMate SQL or SQL/Express and have an active Lifecycle Maintenance plan, then remember you receive the new version of the software as one of the benefits of that plan – however installation, configuration, and porting forward your existing data and modifications is a billable event.  Of course we provide free not-to-exceed hours quotes for upgrading your system, so please contact us for that information and to get on what we’re sure will be a very full upgrade schedule over the next few months.

Regards,

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

Recorded Webinars: Year End Closing in AccountMate, Step by Step

Need a refresher on closing? Watch these videos now or anytime from the End User Education area of AccountMate’s website here in Webinars on Demand:

  1. Year End Closing (for AccountMate 8, 9, and 10)
  2. Closing the Tax Year (for AccountMate 8, 9, and 10)
  3. Closing the Period (for AccountMate 8, 9, and 10)

If you have an earlier version of AccountMate, hit us with any questions by e-mailing support@nexlan.com.

Two More Upcoming Vertical Solution Webinars

Have you ever considered how many forms are generated in normal day-to-day accounting? It’s a lot. Forms management is a great place to look for opportunities to save time, automate repetitive manual tasks and keep everyone on top of all the details.

1. Learn About AccountMate-Ready Paper Checks, Forms and Envelopes

  • AccountMate Forms is a fast and easy way to order your checks, forms, tax forms, envelopes, and more online. Black or colored logos can be added and all checks have a security screen with microprint on back. MICR numbering is guaranteed to work trouble-free. Government approved tax forms are available and are 100% complaint with IRS and SSA requirements. Free test samples are available upon request. Join us and learn more on Friday, 2 December, at noon CST.  Please click here to register. And/or visit the AccountMate Forms online store.

2. See How to Streamline the Flow of Your Invoices, Statements, Quotes, Sales Orders and Purchase Orders

  • DocuFire DDX is a fully integrated Forms Automation solution for all versions of AccountMate SQL and LAN. This remarkably simple solution enables you to Fax, E-mail and Print AccountMate Invoices, Statements, Quotes, Sales Orders and Purchase Orders right from your desktop. In this webinar, attendees will learn more about these two DocuFire solutions: DocuFire DDX – Document Delivery Express for ERP – Learn how to automate your conversion from mailing to electronic communications. – E-mail and More…fax invoices, statements, orders, purchase orders and more. – Show you how easy it is to create distribution lists to send to multiple parties, attach document collateral to correspondence and attach invoice copies with statements to name a few. DocuFire CCX – Credit Card Express for ERP – Learn how to automate your MOTO (Mail Order / Telephone Order) and e-commerce credit card processing while eliminating your exposure to PCI regulations. – We will show you how CCX can automate your pre-authorizations process. – Setup flexible payment schedules for example; pay on due date, weekly, monthly, and more – Integrated with Authorize.net, CCX gives you the choice of virtually any payment processor and you’ll see how a payment solution can flow through from your e-commerce site to your back-office systems. Join us and learn more on Friday, 9 December, at noon CST.  Please click here to register.

Technical Tips

Versions: AM9 for SQL, Express, and LAN
AM8 for SQL, Express, and LAN
AM7 for LAN

Module: PR
Q: How can I exclude the overtime earnings from the deduction calculation during payroll application?
A: The Deduction Maintenance function provides the capability to exclude the overtime earnings from the deduction calculation during payroll application only when the deduction type is Rate/Work Hour. For these types of deductions, you must unmark the Include Overtime Hours checkbox in the Deduction Maintenance ► Information ► Type area to exclude the overtime earnings from the deduction calculation during payroll application. This capability is unavailable for both the Fixed Amount and Percentage deduction types.
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Versions: AM9 for SQL and Express (AM9.4 and higher)
Module: AP
TIP: In AccountMate 9.4 for SQL and Express, the Check Register Report now has two new additional check boxes from which you can select as one of the criteria in generating the report. These new check boxes are Include Computer Checks and Include Handwritten Checks. These two new report filters provide the flexibility to view or print the information about the computer checks only, the handwritten checks only, or both.
■ ■ ■
 Versions: AM9 for SQL and Express
AM8 for SQL and Express
Modules: SO, AR, IC, RA
TIP: When you ship a repaired inventory item using the Ship RMA function, AccountMate will automatically decrease the item’s On-hand Qty; however, the quantity of the repaired item will not be automatically moved from Defective Qty to the item’s non-defective On-hand Qty. You must perform the following additional steps before you ship RMA items with Repair and Reship return code:
  • Post a negative defective inventory adjustment using the Defective Inventory Adjustment function.
  • Post a positive inventory adjustment using the Inventory Adjustment function.
  • Do not mark the Transfer to General Ledger check box when performing the adjustments as you are only moving the item’s quantity (e.g., from defective to non-defective).

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