Dear AccountMate Clients,
The official ship date hasn’t been announced, but the New Features Webinar for the soon-to-be-released AccountMate/SQL V9.1 has been scheduled for Thursday, March 20th at noon CST – so it won’t be long!
Hit this link to register and check out all functionality that’s been added. While the list of new features isn’t official until the product ships, some of them we’re expecting to see include: a redesigned shortcut pane, enhanced audit trail and user access rights maintenance, GL reporting may span fiscal years, numerous reports have been enhanced to allow TWO sort orders to be defined on the fly, ability to configure inventory costing to “standard cost”, additional filters to numerous reports for inventory type/class/product, import of physical count data, improved prompting/reporting of kit component shortages, drop ship functionality (to create a PO during SO entry, then ship SO during PO receipt), easier write-off of open customer credits, ability to create ACH file for automatic payment withdrawal for customer payment, option to show backordered items on customer invoices, and – yes – lots more!
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
Free Vertical Solution Webinars
Have you heard the old line about how, “If you’re not moving forward, then you’re going backwards?” It’s true in any competition, especially business, so how are you improving your financial management systems? If you’re not working on scaling your operation, or improving processes to reduce the manual labor to accomplish at least the same results – then rest assured some other business is!
For unparalleled financial reporting in the comfortable environment of Microsoft Excel, access your AccountMate General Ledger data in real-time with the F9 “conduit”. Details of the product are at this link and the webinar is Wednesday, March 5th, at noon CST.
An end-user reporting tool that works numerous AccountMate modules, Stonefield Query is THE reporting tool for non-geeks interested in analyzing their data in ways that haven’t even been thought of yet. More information at this link and the webinar is Friday, March 14th, and again Friday, March 21st, both at noon CST.
If you have a complex manufacturing processes with routing documents, outsourced operations, and/or need scheduling – then TIW’s ALERE Manufacturing add-on handles all that and more. See here for details and the webinar is Friday, March 19th, at noon CST.
Contact us at 877.2NEXLAN or nexlan@nexlan.com to register for any/all of the above – and let’s expand your system functionality to handle 2014!
AccountMate Core Product Training Class
There’s lots of options for AccountMate training – the built-in context sensitive help files available by hitting <F1> anywhere in the system, online videos if you have an active software maintenance agreement, we’re available to come on site for training, and we receive LOTS of questions from our “Free 15 Minute Telephone/E-mail Support” offer – but sometimes nothing beats sitting in a classroom where you’re removed from the daily interrupts of your business, and it doesn’t hurt that it’s in Northern California’s Wine Country!
The next class is March 19-21 and will cover AccountMate\SQL V9.1 features and functionality of the core financial modules: General Ledger, Accounts Receivable, Sales Order, Upsell Management, Accounts Payable, Purchase Orders, Bank Reconciliation and Inventory Control.
Contact us for pricing and to schedule, plus travel recommendations.
Technical Tips
Versions: AM8 for SQL, Express and LAN
AM7 for SQL, Express and LAN
Module: PO
Q: I want to assign serial numbers and lot numbers at the same time I receive the PO. How do I configure AccountMate to do so?
A: In the Purchase Order module, during <Transactions><Receive Goods>, in the lower left of the “Line Items” tab check the box for “Assign Serial # / Lot #”. Then when <Saving> the receipt you will be prompted for the serial or lot number.
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Versions: AM8 for SQL, Express and LAN
AM7 for SQL, Express and LAN
Module: GL
Tip: To configure AccountMate to suppress some of the Category types in the Income Statement report, access <Housekeeping><GL Module Setup>, then on the “Account Categories” tab, delete the Category Name of the type you don’t want to display.
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Versions: AM8 for SQL, Express and LAN
AM7 for SQL, Express and LAN
Module: AR
Q: I need to show some standard messages or remarks on every AR invoice, such as making sure customer note a change in our mailing address. How can I make this happen?
A: For a one-time remark on an invoice, you can just enter text in the large box available on the bottom right of the “Information” tab of the <Create Sales Order> screen, or at the bottom of the “Information” tab of the <Create Invoice> screen. If you’ll be using the same remark numerous times, such as noting a change in remit-to address, then click on the underlined “Remark #” label and define a system wide remark which you can then easily select at any time.
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