Payroll Tax Updates

In Payroll by Kevin Stroud

Dear AccountMate Clients,

If you run the AccountMate-integrated Payroll module, then the required annual tax subscription includes updates to Federal and your licensed States as changes occur to withholding rates and exemptions.  While there haven’t been any changes in the Federal tables since early this year, states regularly make mid-year changes and several recently have.

To see what version of the update is installed in your system hit <Help><About AccountMate> and look on “Payroll” tab for the “Payroll Tax Subscription Version #”.

The latest release as of September 1st is 2018.15, so if your version is something below that, then we’re happy to connect and install the update – or, since our meter would be running then and the process is simple, here’s the instructions if you’d like to handle it yourself.

With no one else in the system, hit <Utilities><Check for Payroll Subscription Updates>, when you may be prompted for the Supervisor password.  Depending on the security settings of your network, the update may install completely automatically – or it may just download the file prsubam.exe to the root directory of your AccountMate installation, from where you’ll need to then execute it with a <right click><run as administrator>.

If you have “local installations” of the AccountMate executable (meaning your AccountMate shortcut is pointing to C:\ rather than a server drive), then this will need to be run from all desktop PCs that use the payroll module.

Whole process should take less than five minutes – and be sure to check when you’re done under <Help><About AccountMate> to confirm you’re seeing a version number of 2018.15.

It’s a good idea to check this on a monthly basis and, as always, keep us on speed dial for any questions!


Kevin E. Stroud


Can’t Make It to AccountMate in California for Training?

We regularly promote the end user training offered by AccountMate a few times per year (like the upcoming Core Product Training October 17-19; contact us for details).

But what if you can’t escape your office for that long or you need training on a business-specific aspect of AccountMate?  Then we have options!

  • We often do remote training, typically via GoToMeeting, when only our regular hourly rate applies and you can pack as many people as you’d like into your conference room for a one-hour to two-hour session.
  • I’m also happy to come onsite to your facility when, again, we can provide training to as many people as will fit in the room.  Of course you’d have to “pay the freight” to get me there and back – and typically these are eight-hour days of training across several modules of your installation – with the overall cost to have an expert onsite for your entire team being easily outweighed by the benefits you gain.

AccountMate is a powerful, flexible system and there’s always more to explore and make use of than you’re already using as your business and the software changes. So make sure your expertise in the system keeps pace, with either corporate training at AccountMate headquarters, remote training, or onsite training.

Tech Note: How to Make the Most Out of AccountMate’s Budget Feature

AccountMate’s Budget feature provides the ability to create budget records, reports on details of these budget records, and compares budget information against actual balances. Check out Article #1096: How to Make the Most Out of AccountMate’s Budget Feature. This Technical Note highlights the AccountMate Budget feature and explains the circumstances under which it can be utilized to best serve the users’ needs.

Technical Tips


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

Modules: AR, SO

Q: The Quantity for Item # [XXX] in Warehouse [XXX] window displays the Customer # field in one company but not in another company. Why?

A: The Customer # field will only be displayed in the Quantity for Item # [XXX] in Warehouse [XXX] window if the user has access rights to view the field. To verify extended users access rights, perform the following:

  1. Launch the AccountMate Administrator program and access Setup > Security > Group/User Setup function.
  2. Select the applicable group; then, select the applicable user.
  3. Click Edit; then, in the Edit User window, verify that the Show Customer # in Qty Booked for Item # checkbox is marked.

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

Module: AR

Q: An invoice was created by mistake; however, it is already in the history file before it was discovered. How can I void the invoice to reduce the customer balance by the invoice amount?

A: Invoices that are in history file cannot be voided. To handle this scenario, perform the following:

  1. Create a sales return for the invoice using the Create Sales Return with Invoice function.
  2. Apply the open credit generated by the sales return against the AR invoice using the Apply Payment function to zero out the balance on both invoices (regular AR invoice and credit invoice).

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Versions: AM10 for SQL and Express
AM9 for SQL, Express, and LAN

Module: PO

Q: Can I import the line items from my sales order into my purchase order?

A: The Use SO Shipping Address checkbox in the Create Purchase Order by Vendor > Order From/Ship To tab is activated if a sales order number is entered in the SO # field in the Information tab. Entering the sales order number in the SO # field will not copy the line items from the sales order into the purchase order. If you want to copy line items from the sales order into the purchase order, then perform the following:

  1. Click the Copy button from the toolbar to display the Copy PO/SO Record window.
  2. Select the Sales Order option.
  3. Enter the sales order number in the SO # field or select from the Search window.
  4. Click Copy.

Alternatively, you can use the Create Purchase Order by Sales Order function to copy sales order line items into the purchase order.

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

Module: AP

Q: Where does the default GL Distribution Accounts for one-time vendors come from?

A: The default GL Distribution Accounts that appear in the AP Invoice Transactions > GL Distribution > GL Distribution Accounts grid for one-time vendors comes from the AP Module Setup > GL Accounts > General Expense field.

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