Dear AccountMate Clients,

The purpose of our NewsLine is to help you leverage your AccountMate Financial Management System to improve your business and your bottom line.  So I’m often highlighting add-ons and integrations that, while regularly worth the investment, come with a price tag of their own – so you have to weigh the investment against the benefits to see if each option is a net plus to your operation.

But what about all the functionality you have that you’re not using?!

The majority of AccountMate installations have been in place for numerous years, often originally installed/configured/trained in a previous version and then upgraded through the years with increased functionality added along the way that you might not even be aware of.

This issue is closely related to “lack of training,” where new staff might not even be aware of old functionality, and the fix is much the same: training and familiarization with the system – and here’s the “free” ways to do that:

1) AccountMate uses the standard MS-Windows help key of <F1> (in the upper left of your keyboard) – and it’s context sensitive!  So, if you’re in the process of, say, entering an AP Invoice then it will take you to help about entering an AP Invoice.

2) If you have an active AccountMate Software Maintenance Agreement, then you have access to free online training videos.  Hit <Help><eLearning> – which takes you to a page on the AccountMate website which lists the modules; from where you can drill down to “work flow” diagrams thar have bite-size videos of each step of the processes therein.

3) You can also contact us!  We offer free 15-minute telephone or e-mail support (and don’t exactly sit around here with stop watches <grin>) – so feel free to give us a call with questions about the best way to accomplish something or make a process smoother.

4) If you’re wondering “what is the new functionality?”, then we have PDF documents that provide quick one-line synopses, on a build-by-build basis, of what enhancements were made.  A quick review of these may turn up some real nuggets, so be sure to contact us for them!

There are more in-depth, but not free, options available as well:

1) We’re happy to schedule dedicated webinar training for you and your staff.  This is very effective as we work out the topics beforehand, so we hit exactly the issues you’d like and we do it in a snapshot of your live company (so you’re training in your customers, vendors, items and GL accounts), which increases trainee retention.  Typically we break this up into two-hour sessions and can train whatever days are most convenient to you.

2) If you have a large crowd, then you may find it helpful to schedule us for onsite training at your facility.  Our hourly rate is the same whether we’re training one person or ten and it’s easier to hold an audience’s attention when onsite and presenting in person with a projector.

3) AccountMate regularly holds 3-day training classes at their offices in Northern California.  See below for details on the upcoming Core Product Training class March 20th through 22nd.


Kevin E. Stroud


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.

For more information, click here.

If you are interested in registering or receiving more information, please contact us at 877.2NexLAN or

Tech Notes: Difference Between Time Card and Hourly Employees

Did you ever face a situation where it was difficult to decide whether to assign an employee a Time Card or Hourly pay type? Some companies find it simple – assign the Time Card pay type if that employee who is paid by the hour fills out a time card and your company wants to track those time cards in AccountMate; otherwise, assign an employee the Hourly pay type. Some companies implement payroll policies that necessitate assigning an employee a Time Card pay type though in reality that employee does not fill out a time card.

This week we revisit an article that illustrates the differences and similarities of the Time Card and Hourly pay types. It also includes a guideline that demonstrates situations where a Time Card pay type is appropriate. Click on the article’s title below for a link to a downloadable PDF version.

Article 1102: Difference between a Time Card and an Hourly Employee

Technical Tips

Versions: AM8 for SQL and Express (AM8.3 or higher)

Module: AR

Tip: Starting in AccountMate 8.3 for SQL/Express, authorized users can generate the Revenue Realization Schedule Report to review the revenue realization schedules of invoices that include line items that are set up for amortization and when the revenues are expected to be earned.

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Versions: AM8 for SQL and Express (AM8.3 or higher)

Module: AR

Q: Which report in AccountMate 8.3 for SQL/Express provides information on the unrealized and realized revenues as of a certain date?

A: Authorized users can generate the Realized Revenue Report in the AR module. This report provides details and total amounts of unrealized and realized revenues as of a selected Report Date. Mark the Show Revenue Details checkbox if you wish to include in the report the amounts that have been earned for each invoice that includes line items that are set up for amortization and the Post Dates for those transactions.

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Versions: AM8 for SQL and Express (AM8.3 or higher)

Module: IC

TIP: AccountMate 8.3 for SQL/Express is enhanced with the capability to change the inventory cost method. Authorized users can use the Change Inventory Cost Method function to change an item’s cost method from Average, FIFO or LIFO to either Average or FIFO.

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