Dear AccountMate Clients,
Likely you’ve heard how quarterly PC sales recently declined for the first time in over five years. While a struggling economy may be partially to blame for that 6.4% year-over-year decrease, it certainly doesn’t explain the staggering 75% increase in quarterly tablet sales. In short, tablets are changing the computing landscape – with their “larger than a phone and thus easily viewable” form factor, yet vastly superior portabilty compared to a laptop.
In the tablet market, Apple’s iPad is far and away the market leader – with more than three times the market share of second place Samsung – and we’ve already had numerous clients asking, “How do I access AccountMate from my iPad?” Happy to now announce that the answer is, “With AMmobile of course!”
AMmobile is a native iPad application with a real-time interface to your system allowing you to bring AccountMate with you on the road -while sitting across from your customers or even at a trade show, where you can scan barcodes to create orders and accept credit card payments!
Customer Management
Edit and view your customer information while on the go so you’re always informed and up to date! View your customers’ addresses on a map and get turn-by-turn directions. Read your customer notepad and add new notes while on location. View your customers’ current transaction information of existing quotes, orders and invoices.
Transaction Management
Create and edit quotes and orders, and view invoices for all your customers on your iPad. Enter quotes or orders with a few taps for each line item – or scan an item’s barcode using the Infinea Tab add-on (sold separately). Accept cash, check and credit card payments for items you’ve handed to a customer on location with AMmobile’s integration to Authorize.Net. View how much of an order has been previously shipped, unshipped, and is currently being shipped so you always know the status of every order.
Inventory Management
View your inventory and see at a glance which items are in stock, out of stock and on order. Easily view a breakdown of what you have in stock at each warehouse. Show a prospective customer what an item looks like with the built-in inventory item image viewer with pinch-to-zoom support. Inventory item image not correct? Quickly update any inventory item image using the iPad’s built-in camera or use an image from your company website.
A real-time interface to your AccountMate installation, for customer maintenance you can: manage customers, including addresses and contacts; view existing quotes, orders and invoices; and map customer addresses with turn-by-turn directions. For transactional functionality, you can: enter new quotes and sales orders – even specifying shipped quantities when entering orders and accepting credit card payments – then e-mail copies of the orders and receipts. For inventory management, you can: view unit and multi-level pricing; view on-order, on-hand, booked and available quantities for each warehouse, even see details of the on-order and booked quantities.
You’re invited to the FREE webinar on AMmobile scheduled on March 21, 2013 from 12:00 to 1:00pm CDT. Please hit reply to this e-mail or call us at 877.2NEXLAN and we will be glad to get you registered!
Regards,
Kevin E. Stroud
NexLAN, LLC
AccountMate Core Product Training
On March 20th – 22nd (Wednesday through Friday), there will be an AccountMate 8 for SQL/Express classroom training tailored specifically towards how you, AccountMate Users, would use our software. This training is offered in Petaluma, California at the AccountMate headquarters.
This 3-day course covers the installation and implementation of AccountMate 8 and discusses the key features in each of the core financial modules: General Ledger, Accounts Receivable, Sales Order, Upsell Management, Accounts Payable, Purchase Order, Bank Reconciliation plus basic Inventory Control features.
Prerequisites: Attendees should have a good understanding of basic accounting concepts and basic work flows in an accounting system.
If you are interested in registering or receiving more information, please contact us at 877.2NexLAN or nexlan@nexlan.com.
Technical Tips
Versions: AM8 for SQL and Express (AM8.3 or higher)
Module: SO
Tip: Shipped items that require the customer to acknowledge acceptance of goods are classified and monitored as Interim Quantity. Those Interim Quantity units can only be invoiced after they are recorded in AccountMate as accepted using the Record Inventory Acceptance function. To record Interim Quantity units as accepted, perform the following:
- Access the Record Inventory Acceptance function in the Sales Order module.
- Enter in the Sales Order # field the sales order number for which you are recording inventory acceptance.
- In the Line Items tab specify in the Accept Qty column the number of units accepted by the buyer or click the Accept All button if the customer accepted the entire shipped quantity.
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Versions: AM8 for SQL and Express (AM8.3 or higher)
Module: SM
Q: Where can I find a PDF copy of the AccountMate Help document?
A: AccountMate has an Electronic Manual that is in PDF format. You can access the Electronic Manual by performing the following:
- To display the Shortcut Pane window click the Show Shortcut Pane icon on the System Bar.
- Expand the My AccountMate Help folder; then, click Electronic Manual.
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Versions: AM8 for SQL and Express (AM8.3 or higher)
Module: GL
TIP: In AccountMate 8.3 for SQL and Express Statement of Cash Flows and Income Statement reports the date shown in the heading at the top of the page is prefaced by “For the year ended” if the 2-yr Comparison (YTD) or 3-yr Comparison (YTD) option is selected and the period chosen is the last period of the fiscal year or the year-end adjustment period. If any other period is chosen the date will be prefaced by “Through.”
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