Dear AccountMate Clients,

What’s a necessory – a “necessary accessory” of course!  You know, one of those things that, if you have “A” then you have to have “B”.  If you have a cell phone, then you have to have a charger – right?

That got me to thinking, what are the necessories for an AccountMate installation?  Something that every AccountMate installation really can’t – or shouldn’t – be without.  So, here’s a list of items that apply to more than 99% of all installations – and if there’s something you weren’t aware was necessary then look especially hard at that item because you might be missing critical functionality!

  1. Customer Relationship Management: Keeping track of prospects, customers, outstanding quotes, and next actions is critically important to “for profit” businesses, but even pure non-profits need CRM functionality for tracking donors and sponsors and their contact info.  INFOtrac CRM does all that, plus integrates to your accounting system so that prospects are seamlessly converted into customers and your sales reps have complete visibility to customer balances and outstanding orders.

  2. Automated Reports: Your AccountMate system is full of the information you, your customers and vendors need – so why should you have to PULL the information out when it can be PUSHED NexReports, available exclusively to direct clients of NexLAN, automatically e-mails PDF versions of native AccountMate reports to whomever you’d like – customers, salespersons, vendors, internal personnel, etc. – and quickly pays for itself by eliminating the cost of invoice printing and mailing expenses.

  3. Fixed Asset Management – Every business has fixed assets and if you’re paying an outside accountant to manage the depreciation schedules or wrestling an unwieldy spreadsheet internally, then you’re working too hard!  Bassets eDepreciation allows you to control costs, maximize tax savings, and meets all GAAP and IFRS reporting requirements – and interfaces seamlessly to AccountMate’s General Ledger module for posting the depreciation entries.

  4. On-Demand SQL Backup: If you’re using AccountMate SQL, SQL/Express or AccountMate LAN with the payroll module – then your data is stored inside a SQL Server Instance.  It’s a good idea to make a data backup right before major changes to the system, such as month-end or year-end closing, but that requires access to the server desktop and a fair amount of geek expertise to do that backup on demand. NexSQLBack is a utility that’s FREE to direct clients of NexLAN ($200 otherwise) which adds a menu option to <Utilities> <Data Manager> allowing backup of your SQL data in a couple of easy mouse-clicks right inside AccountMate.

There’s the necessories for every AccountMate installation – do you have all your bases covered?  If not, you know how to reach us!

Regards,

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


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AccountMate Business Intelligence Powered by ClickBase

AccountMate Business Intelligence is an agile decision making solution which equips your company with comprehensive business analysis capability to track key metrics and supports better business decisions. For you this means remaining competitive by identifying and responding to company key performance indicators and opportunities quickly.

Details of ClickBase are here, but if you’re not familiar with Business Intelligence it really has to be seen to be believed.  The free one-hour demonstration webinar will be presented Monday, July 21st at noon CDT.

Contact us at 877.2NEXLAN or support@nexlan.com to register and let’s put your information to work for you!


Tech Note: Pricing Hierarchy in the Purchase Order Module

The AccountMate Purchase Order module provides the flexibility to auto-populate the default unit cost when entering a Purchase Order.  The default unit cost is derived from different sources; thus, it is important to understand where AccountMate obtains the line item default unit from.

This month’s Tech Note discusses the order of priority when determining the default cost for each line item.  Click on the article’s title below to access the PDF document.

Article 1180: Pricing Hierarchy in the Purchase Order Module


Technical Tips

Versions:  AM9 for SQL and Express

Module:  AR, IC, MI, PO, RA, SO

Tip: Numerous AccountMate reports have been enhanced so that e-mailing or exporting them from the <Report> function sets the report status to “Printed” in the same that printing does.  A few examples of the reports thus effected include:

  ■ AR Print Invoice
■ AR Print Packing Slip
■ Print Sales Order
■ Print Purchase Order
■ Print Purchas Quote

■ ■ ■

Versions:  AM9 for SQL and Express

Module:  AR, IC, MI, PO, RA, SO

Tip: The Inventory Adjustment Report has been enhanced to provide the ability to filter the report for specific adjustment categories.  The following categories are available for selection:

  ■ All Adjustment types
■ Inventory Adjustments Only
■ Cost Adjustments Only
■ Disassembled Kit Cost Adjustments Only
■ PO Cost Rounding Adjustments Only
■ RMA Receipt Cost Adjustments Only
■ Standard Cost Variance Adjustments Only
■ Physical Count Adjustments Only
■ Recalculation Adjustments Only
■ Change Cost Method Adjustments Only

■ ■ ■

Versions: AM 9 for SQL and Express

Module: PO

Tip: With versions prior to AccountMate 9 for SQL and Express, the Copy PO Record feature could copy only the line item(s) of an existing purchase order.  This has now been enhanced in V9.1 to allow users to copy the line item(s) of an existing sales order

Notes:
  – You cannot use this feature to copy the line item(s) of a Drop Ship Purchase Order.
  – If the Sales Order from which you’re copying contains both Drop Ship and non-Drop Ship line items, you can only copy the non-Drop Ship line items to the Purchase Order.

■ ■ ■

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

Module:  SO

Q: While recording a Sales Order, I entered an “on the fly” remark/note for an inventory item in the <Line Item Details><Remark> are.  But when I generate the Pick List, I don’t see the remark/note.  What did I miss?

A: Please verify on the Inventory Maintenance screen for this item, on the Remark/Image tab, that you have the “SO Pick List” checkbox marked in the “Print Remark on” section of the screen.


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