Dear AccountMate Clients,
It’s coming up on the busy time of year for us in the financial management arena – with many fiscal years matching the calendar year, and there’s always a rush of new installations and upgrades going live January 1st. It’s not too early to start planning, and AccountMate is heavily leveraging FREE Internet-based webinars to make this the smoothest year-end and best beginning-of-next-year ever!
The “new and improved” Payroll initially released with AccountMate for SQL Version 7 is now standard in the new AccountMate for LAN Version 7 – and it has a TON of new features that, admittedly, add significantly to the complexity of the product. Thus, AccountMate is offering a FREE 4 1/2 hours of live webinar-based training in mid-November (details below) and if you run AccountMate Payroll you don’t want to miss them! Details, including how to sign up, are listed below.
One important aspect of AccountMate that many clients find great value in is the products from Vertical Solution Providers. Thus, AccountMate is also sponsoring a series of free webinars on a wide range of vertical solutions. See the section below for details and hopefully you’ll spot something that will really give your business an edge! As I heard somewhere, “If you’re not moving forward, then you’re moving backwards because your competition isn’t sitting still!” Implementation of a Vertical Solution can take your business to the next level in competitiveness.
For a more immersive training experience, AccountMate offers classroom training at their facilities in Petaluma (north of San Francisco) California. The next three-day session is December 3rd though 5th and we have a couple of clients already committed, with at least one more seriously considering it. The advantage of this (besides a nice trip to California’s wine country! <grin>) is that you’re being trained by the architects and authors of the application in an environment where your interruptions are minimized – and it’s an excellent opportunity to give them feedback on how you’d like to see the product evolve. We highly recommend it for clients that have had turnover since our initial installation training, or those clients we’ve met since the original installation and never taken advantage of our onsite NexLAN-provided training. Please contact us for more details, or references of our clients that have attended.
Finally, complete details haven’t been released yet, but stay tuned for an announcement soon regarding webinars on period and year end closing procedures in early December.
Regards,
Kevin E. Stroud
NexLAN, LLC
https://nexlan.com
Payroll Tax Subscription Discount Period Winding Down
There’s still time to lock in the “early bird” savings for your 2009 Payroll Tax Subscription order. If you are currently running Payroll, you should have already received a personalized e-mail detailing your anticipated order. If we have not contacted you, please be sure to send us an e-mail at sales@nexlan.com. Confirm your order by November 21st to lock in your 10% discount.
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.
Free AccountMate Payroll Webinar Series
AccountMate is offering a three part webinar series for payroll aptly captioned “Exploring the AccountMate 7 Payroll System”. These sessions cover the setup and use of version 7 payroll, specifically the following areas:
- How to configure version 7 Payroll
- How to record payroll transactions
- How to prepare for period-end closing in Payroll
Each session is 90 minutes in length and will be held Monday through Wednesday, 17-19 November, from 12:00pm to 1:30pm CST.
If you would like to attend please contact us, by replying to this e-mail or sending an e-mail to nexlan@nexlan.com, to sign up for the webinar.
Free Vertical Solution AccountMate Webinars
AccountMate is offering a variety of webinars over the next couple of months. All webinars are one hour long from 12:00pm to 1:00pm CST. Please take a look at the below list. If you would like to attend please contact us, by replying to this e-mail or sending an e-mail to nexlan@nexlan.com, to sign up for the webinar.
Manufacturing Conductor November 6 – a shop floor control system designed for mid-sized discrete or process manufacturers
Job Cost November 11 – designed for businesses that need a job or project costing solution
Acme Point of Sale November 13 – a true point of sale that interfaces to a multitude of POS hardware for a complete solution
Artus BI November 20 – management dashboard, query and analysis product that enables self-service information access to monitor, analyze and collaborate on corporate performance metrics
DocuFire December 16 – the easiest way to Fax and E-mail from AccountMate LAN and SQL. Fax and E-mail Invoices, Statements, Quotes, Sales Orders, Purchase Orders, right from your desktop.
ACCU-DART December 18 – real time inventory management solution. Using radio-frequency scanners, it allows the warehouse staff to instantly process transactions
Tech Note: How to Record Accounts Receivable Customer NSF Checks
Occasionally, banks will not honor customer checks because they are not sufficiently funded. Consequently, adjustments must be made to accurately record the effect that these NSF checks have on customer balances, bank account balances and the company’s cash and outstanding receivable amounts. This week we revisit an article that discusses how to properly record customer NSF checks in your AccountMate system. Click the title of the article below to access the document. This TechNote contains a link to a downloadable PDF version of the article.
Article 1103: How to Record Accounts Receivable Customer NSF Checks in AccountMate
Technical Tips
Versions: AM7 for SQL and Express
AM6.5 for SQL and MSDE
Modules: AR, RA
Q: I need to cancel receipt of an RMA line item; however, the RMA line item was recorded as shipped. When I attempted to cancel the receipt using the Cancel Receive RMA function, I encountered a message saying that the receipt for a line item with Repair and Reship return action cannot be cancelled after it has been shipped. How do I cancel the RMA receipt?
A: To cancel receipt of the shipped RMA line item with a Repair and Reship return action, you must perform the following:
- Void the RMA Invoice in the Accounts Receivable module.
- Cancel the RMA shipment using the Cancel Ship RMA function.
- Cancel the RMA receipt using the Cancel Receive RMA function.
■ ■ ■
Version: AM7 for SQL and Express (AM7.3 and higher)
Module: PR
Q: I was setting up a Deduction record and noticed that there is a Link to AP checkbox and an AP Setup button right beside it in the Information tab. What are these for?
A: The Link to AP checkbox, when marked, allows you to assign a vendor to the Deduction record. Marking this checkbox activates the AP Setup button. Clicking the AP Setup button will display the A/P Deduction Setup window where you can set up the AP vendor to whom the deductions will be remitted and the bank account to which the deduction remittance will be deposited. The information entered in this window becomes the default when this deduction code is assigned to an employee record.
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