Dear AccountMate Clients,

A few years ago, I was chatting  with one of our clients who is highly seasonal – and they were lamenting how they have to ramp up employee head count for a handful of months with the consequent challenges of getting people trained in their products and services, using a staffing company or wrestling with high unemployment insurance rates, plus just general overhead of available office space and myriad other considerations.

My question was, “Well, what are all those extra bodies doing during your busy season?”  When the reply was that they were keying in orders from their websites and pulling orders from the warehouse, I said, “We can definitely improve that!”

The first step was to automatically import the web orders from numerous sites, including Amazon.  Then the second was to implement a warehouse management system, so personnel could pick, proof and ship orders all from a wireless handheld scanner.

Net result is that now, a couple years later, rather than literally double the headcount it increases by only 20% – which isn’t bad since sales are up 25%.  Oh yeah, and profit is up hundreds of percent because the overhead was already.

Everyone knows the moral of the story is that technology is a huge lever for improving your business, but sometimes clients are confused about where to start that process.

If you’re a seasonal business, then the place to start is where those additional people are being used – because there’s so much extra “friction” in the business at that point the results are magnified.

Regards,

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


Core Product Training – Is Your Company Eligible to Have Someone Attend Free in 2017?

AccountMate regularly offers the Core Product Training class at their offices in Petaluma, California – which are always HIGHLY rated by everyone who attends.

Don’t forget that if your company has the Lifecycle Plan for your AccountMate, it now includes one seat per year.  Since AccountMate added this benefit, attendance is up. So there’s an additional class scheduled for February 15-17 – which is a great time to be in the North San Francisco Bay area!

This is three days of classroom training for first-time AccountMate users and existing users. See the course description here.


Technical Tips

Versions: AM10 for SQL and Express
AM9 for SQL, Express, and LAN
AM8 for SQL, Express, and LAN
Module: AP
Note: This feature applies only to companies that are set up to use the United States country tax.
Q: I cannot find the 1099 year that I want to set up in the AP Module Setup ► 1099 Setup ► Current 1099 Year selection list. Why?
A: The AP Module Setup ► 1099 Setup ► Current 1099 Year selection list displays three (3) years. To display the recent years, you must refresh the selection list by performing the following:
1. Access the AP Module Setup ► 1099 Setup tab; then, choose the most recent year in the Current 1099 Year selection list.
2. Click OK.
3. Access the AP Module Setup function again and verify that the year that you want to set up as the current 1099 year is already available for selection; otherwise, you need to perform steps 1 and 2 again until the current 1099 year that you want to set up is displayed.
■ ■ ■
Version: AM10 for SQL and Express
Module: IC
TIP: Starting in AccountMate 10.1 for SQL/Express, a new filter criterion “Show Items With No Transactions Since <Date>” is added in the Warehouse Quantity Listing report. This criterion allows the user to filter those items that have positive on-hand quantities but do not have any activity during a specified period.
■ ■ ■
Versions: AM10 for SQL and Express
AM9 for SQL, Express, and LAN
AM8 for SQL, Express, and LAN
AM7 for LAN
Module: PR
TIP: The message, “Leave Hours exceeded the available hours by [xxx]! Do you want to continue? Y/N” will be displayed when attempting to enter hours in the Apply Payroll/Payment function if the following conditions are true:
a. The Allow Negative Balance checkbox is marked in the Paid Leave Code Maintenance function for the paid leave code that is associated with the leave earning code.
b. The hours entered (used) value when applying payroll is more than the employee’s leave hour balance.
Clicking Yes allows you to continue with the transaction; however, the employee’s leave hour balance becomes negative.

Subscription Information

If there is someone else in your office who would like to receive this NewsLine, please email newsletter@nexlan.com. In the meantime, browse through our archives.

If you would like to discontinue your subscription to this NewsLine, please click here.