Dear AccountMate Clients,
I’m writing this on Labor Day, the official end of summer and the signpost on the calendar by which the kids are all back in school. For those of us in the working world, it’s the end of summer vacation plans and time to put our heads down and power through the rest of the year.
You’ve probably already taken a glance at your year-to-date gross revenue and net earnings in comparison to last year, and likely have “budget” penciled in on your calendar in the near future – but have you also started sketching business process improvements for 2015?
Leveraging your existing system is a constant theme in the NexLAN/ AccountMate NewsLine – and with good reason: Since you already have such a powerful tool full of your business information at your fingertips, the easiest thing to do is bring that system to bear on new business improvements.
Often the biggest problem is knowing where/how to start, so we’re hosting a webinar September 24th from 9am to 10am CDT to cover four add-ons I personally hand-picked as applicable to the vast majority of AccountMate installations. Unlike other add-on webinars, we’re going to cover all four in only an hour (I talk fast to try and cover a southern accent, remember?) – making this the perfect opportunity for you to see multiple ways to extend your current system – and with plenty of time to implement them before the next year begins!
The four functional areas we’ll be discussing are
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Efficiently keep track of your prospects, customers, quotes and next actions – with INFOtrac CRM
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Automatically e-mail invoices and other notices to the appropriate people – with NexReports
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Manage fixed assets without paying an outside accountant – with Bassets Fixed Assets
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Build financial spreadsheets in Excel without exporting/massaging the data – with Infor F9
Additional info is available on our website at https://nexlan.com/necessories including this link to register.
Regards,
Kevin E. Stroud
NexLAN, LLC
Technical Tips
Versions: AM9 for SQL and Express
Module: AR
Tip: Starting in AccountMate 9 for SQL and Express, the AR Print Invoice report has been enhanced to allow you to drill down to the Payment Distribution Report for the selected invoice. Simply preview an invoice and double-click on the Total Paid amount to generate the report.
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Versions: AM 9 for SQL and Express
AM8 for SQL and Express (build MS802 and higher)
AM8 for LAN
Module: Payroll
Q: I attempted to void a payroll check, but I could not change the void date. Why?
A: Starting in AccountMate V8.2 for SQL/Express and AccountMate V8.1 for LAN, the application will not allow you to change the Void Date in the Void Payroll Check function. AccountMate always uses the check date as the void date – and this design is implemented to reflect the void check transactions in the same period as the payroll check date.
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Versions: AM9 for SQL and Express
AM8 for SQL, Express and LAN
AM7 for SQL, Express and LAN
Module: Data Wizard
Tip: You can use the Data Wizard utility to change existing data in key AccountMate fields (customer number, item number, vendor number). Not only does the Rename feature in this utility change the key field in the master file, but it also changes the field in all historical transaction tables so no history is lost. Please contact NexLAN for this free utility.
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