Dear AccountMate Clients,
I was out of the office quite a bit during October – first for my trot across Illinois (http://kestrou.com/transillinois), then to the AccountMate Business Partner conference, and finally for a long weekend re-union with some officemates from more than 20 years ago in my days with NSA (shhh! National Security Agency).
While the first and third trips were each relaxing in their own way, attending a business conference is always such a flurry of activity that I don’t characterize it as “relaxing”. I always enjoy the AccountMate Business Partner conference, though, because of the opportunity to get a preview of the upcoming AccountMate corporate plans and product direction, exchange ideas on how to provide better support to our clients, and exposure to new and improved value-add vertical solutions.
That’s certainly one kind of Business Intelligence, but while there I had the opportunity to really get into the latest version of the ClickBase for AccountMate – which puts your LIVE data at your fingertips in reports, graphs, dashboards, interactive spreadsheets or a configurable web portal.
Do you know what the most common task request we get is? Write reports, or otherwise pull data out for clients analysis. Since this is service billed by the hour, I’m sure there are numerous occasions where clients aren’t sure it’s cost effective to even “ask the questions” in a particular situation – so they don’t – and that’s a crying shame. It’s your data, and it really doesn’t (or at least SHOULDN’T) require a geek to be able to look at it from whatever angle you’d like!
ClickBase includes ready-made integration mapping, report templates, and items covering a wide range of business analytics all pre-built for AccountMate so you’re up and running in, literally, minutes.
Business Intelligence is one of those things that’s hard to describe, but, since they say “Seeing is believing“, here’s a link to a quick two minute demo: http://clickbase.ehclients.com/inc/two_minute_demo
How convinced am I that ClickBase for AccountMate can MAJORLY improve your business, though? Call or e-mail me for an hour-long demo – that we’ll even do with YOUR data – and if, at the end of the demo, you can tell me that I just wasted an hour of your company time then I’ll cut you a check that day for an hour of NexLAN’s time. Cash it and then have dinner on me.
So, who’s willing to significantly improve the understanding of their business? Or, worst case, have dinner on me?!
Actually the worst case is ignoring the opportunity of Business Intelligence – in which case you better hope your competitors are ignoring it too…
Regards,
Kevin E. Stroud
NexLAN, LLC
https://nexlan.com
2010 Payroll Tax Subscriptions
If you are currently running Payroll, expect to receive a personalized e-mail detailing your anticipated order. If we have not contacted you by November 9, please be sure to send us an e-mail at sales@nexlan.com. Be sure to book by November 30 to lock in your 10% discount.
Just a reminder if you are currently running LAN 5 this will be the last year for your payroll tax subscriptions. Please contact us regarding your options.
We’ll be in touch in mid/late December when the Tax Subscription is released with download instructions and to schedule the update if you’d prefer we handle this for you.
Tech Note: Understanding the Ratio Analysis Report
The AccountMate Ratio Analysis feature is a powerful tool provided to assist with successful business planning. The Tech Note below discusses the pre-requisites necessary to take advantage of this feature, an explanation of the formulae for the financial and performance ratios and the significance of assigning appropriate ratio groups in the GL Account ID records. Click the title of the article below to download it.
Article 1126: Understanding the Ratio Analysis Report
Tech Note: Correcting Unmatched PO and Unreversed Accrued Received Goods on Paid Invoices in MS7.5 and Higher
Some companies want to match purchases to AP invoices but do not want to accrue liability at the time the items are received; some want otherwise. Starting in AccountMate 7.5 for SQL and Express, the AP/PO Matching feature is enhanced to provide users the option either to match PO receipts and accrual of received goods or to match PO receipts without accrual of received goods. Sometimes users may forget to match PO receipts against AP invoices, thereby increasing the risk of posting multiple AP invoices for the same PO receipt. If liability is accrued at the time the goods are received, this must be reversed when the AP invoice is posted; however, some users may forget to reverse this accrual when posting the AP invoice. This may result in overstated liability and inventory GL Account ID balances.
This TechNote discusses how to correct erroneous accounting journal entries that result from the failure to match PO receipts against AP invoices or from the failure to reverse accrued received goods. Click the title of the article below to access the document.
Technical Tips
Versions: AM7 for SQL and Express
AM6.5 for SQL and MSDE
Modules: PO, SO
Q: I don’t want to see the Printed By information in printed sales order and purchase order forms. How can I exclude this information?
A: To exclude the Printed By information on printed sales orders and purchase orders, perform the following:
Access the Print Sales Order/Print Purchase Order function from the Reports menu.
In the Report Interface, unmark the Include Printed By checkbox in the Report Header area.
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Versions: AM7 for SQL, Express and LAN
AM6.5 for SQL, MSDE and LAN
Modules: SM
Q: I want to know the users who accessed AccountMate and the activities performed by each user. Is there an activity log where I can view user activity?
A: Yes, there is an activity log to view user activity, but you must first activate the Track User Access feature for each user in the AccountMate Administrator program’s Group/User Setup function. You must mark the Track User Access checkbox so the system can keep a log of the date and length of time when the user accesses AccountMate as well as the names of the companies, functions and features that the user accesses. This information will then be stored in the User Access Log. To view the User Access Log, click the View button next to the Track User Access checkbox.
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