Dear Clients,

Complex sales commission plans are common among our clients. It’s a good example of an area where targeted customization of your system can pay off by saving you boatloads of time. Plus it’s practically an annual rite of passage for sales managers to sit down with company owners to discuss new ideas to improve sales results via the comp plan.

Consider these examples of the level of complexity that some of our clients have needed for their commissions tracking:

  • Multiple people get different commissions for the same sale. For example, we’re working with a new client in the insurance industry that pays one commission to the person in the field who initially estimates how much a claim will settle for, and another commission to the insurance adjuster who later finalizes the estimate.
  • Pay different commission percentages depending on the type of product sold, or depending on the type of customer, industry or territory.
  • Pay different commission rates for salaried versus straight-commission salespeople.
  • Some commissions get paid through payroll while others go through AP.
  • Pay a mix of flat rate, percentage, and/or tiered commissions.
  • Subtract AP invoices before calculating commissions.
  • Pay commission rates that are based on different portions of the sale. For example, a salesperson gets a percentage off the top, and someone else gets a percentage of the remaining order value after the first commission is subtracted. Another example: We’ve seen more of our clients bundling the freight cost into their product pricing so that they can promote Free Shipping to customers—but they don’t pay commission on the portion that is the actual or estimated freight cost.
  • One of our clients, a high-end furniture manufacturer, pays commissions quarterly. It’s critical for their salespeople to be able to check their accumulated commissions to date, and for their managers to see up-to-date forecasts for the current quarter’s commissions.
  • Pay extra commission for short-term spiffs; lower commission rates when products are on sale; higher commission rates for new accounts; higher rates for subsequent orders once a sales quota is reached.
  • Pay commissions based on profit margin instead of order value, or a combination of both.

Complex processes? Yup.

If someone’s tracking this level of complexity in Excel and then updating the accounting system manually, it can be a never-ending game of catch-up. And in that situation, it’s tough to respond cheerfully to someone asking to change the formulas. This is the *perfect* situation to delegate to automation so that all of it can be handled flexibly, with ease, according to your unique rules.

Where could added automation bring relief and remove bottlenecks in your company? Reach out to NexLAN to talk through your sales commission plan or another complex process. We’ll let you know what your system is capable of doing to simplify things for you.

Kevin E. Stroud

One Year Left: Microsoft’s Extended Support for SQL Server 2012 Ends July 12, 2022

If the version of Microsoft SQL Server your AccountMate system is running on is 2012, now is a good time to discuss plans for an upgrade to avoid a last-minute fire drill—as SQL Server 2012 will be falling off the Microsoft Extended Support list a year from now.

  • If you’re running AccountMate/SQL V8.3 or earlier, then Microsoft SQL Server 2012 is the MOST RECENT version you could be running—so we definitely need to chat and plan to get your system updated in its entirety.
  • If you’re running AccountMate/SQL V9.1 to V10.4, then you COULD be running Microsoft SQL Server 2012 (or could be 2014, 2016 or 2017)—so we should definitely look and possibly update only the SQL Server back-end version.

Without Microsoft Extended Support, there will be no product updates, no emergency patches, and no security updates after July 12, 2022, which would open up security risk to your company’s critical accounting and financial management data. This risk is preventable by planning ahead!

Microsoft typically supports versions for about 10 years before retiring them, as it’s doing with this version.  See Microsoft SQL Server 2012 Support Dates.

Simply reach out to us and we’ll give you the info about any approaching “end of life” dates that are specific to your system, for AccountMate (LAN, SQL, Express), MS SQL Server, and MS Windows (file server, workstation).

September 20-24, 2021 AccountMate Payroll Online Training

The annual Payroll Product Training Class is scheduled for September 20-24. It includes 18 hours of online instruction, as the topic of payroll has many aspects and the Payroll Module is powerful. We recommend this high-quality class to any company running the Payroll Module. Even longtime payroll gurus learn new things and get ideas to enhance their processes.

The Payroll class is $1,500 per person and it isn’t eligible for the free Lifecycle Maintenance training seats. Or you can choose to attend any of the 5 days for $400 each if you’re interested in specific sub-topics within Payroll.

Here’s details on the Course OverviewCourse Outline, and Course Schedule. Contact us with questions or if you’d like to register.

AccountMate Tech Note: Journal Entries Flow in Credit Card Transactions

Over the years the use of credit cards has become an indispensable payment method for business transactions. A credit card is an easy, fast, and relatively secure payment method. AccountMate supports the recording of credit card payment transactions.

Article #1251: Journal Entries Flow in Credit Card Transactions discusses the journal entries generated from credit card transactions. It also discusses the source fields for the GL Account IDs being used in those journal entries.

AccountMate Tech Note: Initializing AccountMate Payroll in the Middle of a Tax Year

You can implement AccountMate Payroll even in the middle of a tax year, without waiting until January of the new tax year to start using AccountMate Payroll.

Article #1173: How to Properly Set Up Employee Records When Initializing AccountMate Payroll in the Middle of a Tax Year provides information to help you understand the appropriate procedures for recording employee beginning earnings after initializing AccountMate Payroll in the middle of a tax year. It also discusses the limitations of the Post Employee Beginning Balance function and provides information that will help you correct overstated or understated beginning earnings.

AccountMate Tech Note: Understanding the Customer Statement

The Customer Statement report details transactions that were generated from sales agreements between a customer and the company (i.e. sales, returns, payments and finance charges). Typically, these statements are periodically sent to customers to monitor the accuracy of recorded transactions and to encourage prompt payment.

Article #1086: Understanding the Customer Statement explains the relevance of certain fields and options in the Customer Maintenance and Print Customer Statement functions that affect Customer Statements. It also addresses the correlation of some Accounts Receivable reports with the Customer Statement and presents the source of significant Customer Statement data.

AccountMate Technical Tips

Versions: AM12 for SQL and Express
AM11 for SQL and Express
AM10 for SQL and Express
AM9 for SQL and Express

Module: IC

Q: There are times when I noticed that the Transfer to GL checkbox is marked and disabled in Inventory Adjustment. What are the conditions that would set this checkbox to be marked and disabled?

A: The Transfer to GL checkbox in the Inventory Adjustment function is marked and disabled if the following conditions exist:

  • The item’s cost method is standard cost (i.e., Standard, Standard with Spec ID, Standard with SN).
  • The adjustment will change the item’s existing standard cost (Unit Cost New Value <> Unit Cost Current Value).

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Versions: AM12 for SQL and Express
AM11 for SQL and Express
AM10 for SQL, Express, and LAN
AM9 for SQL, Express, and LAN
AM8 for LAN

Module: BR

Q: Why does the Outstanding Check Report in BR display “AP Vendor Check” as the payee’s name instead of the vendor’s name?

A: This happens if BR is configured not to transfer the vendor names from AP. To display the AP vendor name in BR, mark the Transfer AP Vendor Name checkbox in the BR Module Setup ► General ► When Reconciling Bank… area.

This also applies to employee names. If you want to transfer employee names from PR to BR, then you must also mark the Transfer PR Employee Name checkbox.

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Versions: AM12 for SQL and Express
AM11 for SQL and Express
AM10 for SQL, Express, and LAN
AM9 for SQL, Express, and LAN
AM8 for LAN

Modules: AR, IC, PC, SO

Q: How can I create price codes that I can use in the Inventory Multi-Level Price Maintenance function?

A: You can create price codes in the Miscellaneous Maintenance (Price Code type) function. Access the Miscellaneous Maintenance (Price Code type) function by performing the following:

  1. Access the Customer Maintenance ► Settings tab.
  2. Click the underlined Price Code field label.

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Versions: AM12 for SQL and Express
AM11 for SQL and Express
AM10 for SQL, Express, and LAN
AM9 for SQL, Express, and LAN
AM8 for LAN

Module: SM

Q: Why do I get an “Invalid target directory” error message when I attempt to attach files in master or transaction records?

A: The “Invalid target directory” error message is displayed when:

  • The directory you entered in the AccountMate Administrator ► Setup ► Company Setup ► Attachment folder field is not valid. This is where AccountMate will store the files you want to attach to the company’s transaction and master records.
  • You do not have the appropriate access rights/permissions to access the directory.

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