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Where Do Your Salespeople Do Their Best Work?

by | Mar 1, 2017 | Uncategorized

Dear AccountMate Clients,

Where do your salespeople do their best work?  If the answer isn’t “at their desk”, then we need to support them where they’re most efficient — whether that’s on your showroom floor, at a tradeshow, or on the road at customer site – and there’s no better option than AMmobile.

Newly enhanced for the “2017” release, AMmobile provides a real-time secure interface to your AccountMate system for looking up information and effecting transactions – in two different “modes” for the two different types of mobile selling.

The Walk-Up Sales version is for sales teams that complete same-day transactions — such as selling from a truck or at a trade show, or selling to a customer who’s selecting products while walking a showroom floor.  AMmobile Walk-Up Sales allows real-time inventory and pricing lookup, bar code scanning to add items to an order, credit card swiping for instant payment, and product shipment to complete transactions on the spot.

The Sales Tracker version is for sales teams that manage longer sales cycles — including lead development, travelling to prospects’ locations, creating quotes, getting order approvals, tracking sales follow-up activities and coordinating tasks with colleagues.  AMmobile Sales Tracker makes it possible to develop customer relationships and cover the sales process beginning-to-end efficiently, digitally, while on the road.

Few things can improve your business and financial performance quicker than increasing sales — so give us a call to see all the product features and discuss how we can make your sales force more productive at selling!

Regards,

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

Tech Note: Understanding Transaction Type Codes in General Ledger Listing

The General Ledger Listing is one of the most useful tools available for verifying the transactions that comprise the GL Account ID balances. You can use the transaction type code and transaction number to trace the journal entry source.

To maximize the General Ledger Listing’s benefits, it’s important to understand the various transaction type codes shown in the report.

This helpful Technical Note article from AccountMate contains a chart that defines over 60 transaction type codes used in the General Ledger Listing. Click to view and download the file.

Article 1192: Understanding the Transaction Type Codes in General Ledger Listing

Technical Tips

Versions: AM10 for SQL and Express
AM9 for SQL, Express, and LAN
AM8 for SQL, Express, and LAN
AM7 for LAN
Modules: AP, PR
TIP: Starting in AccountMate 9.2 for SQL/Express and AccountMate 9.1 for LAN, you can use the Bank Account Maintenance function to configure AccountMate to print the stub lines on the check. Simply mark the Print Stub Lines checkbox in the Bank Account Maintenance ► Printing tab.
In AM 8 through AM9.1 for SQL/Express and AM7 through AM8 for LAN, you can configure this setting by marking the Print Stub Lines checkbox in the AP Module Setup or PR Module Setup ► Printing tab.
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Version: AM10 for SQL and Express
Modules: SO, PO
TIP: An Approval Date field is added in the Create Sales Quote/Order and Create Purchase Quote/Order by Vendor functions so users will know the actual date when the sales quote or purchase quote was approved. The Approval Date used is the System Date when the sales quote or purchase quote was approved.
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Versions: AM10 for SQL and Express
AM9 for SQL, Express, and LAN
AM8 for SQL, Express, and LAN
Modules: AR, SO, RA, CM
TIP: AccountMate allows you to temporarily increase the customer’s credit limit for a specific period. To do this, perform the following:
1. Access the Customer Maintenance ► Settings tab.
2. Enter the temporary additional credit amount in the Temp Credit Incr field; then, enter in the Valid Until field the expiration date for the temporary additional credit limit.
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Versions: AM10 for SQL and Express
AM9 for SQL, Express, and LAN
AM8 for SQL, Express, and LAN
AM7 for LAN
Module: AP
Q: I attempted to post a credit card payment for an unpaid AP invoices; however, I got the message, “Total amount applied exceeds the invoice’s maximum chargeable amount.” What does this mean?
A: AccountMate displays the message “Total amount applied exceeds the invoice’s maximum chargeable amount.” in the Post Credit Card Payment function when the sum of the Apply Amt, Apply Disc and Apply Adj amounts is greater than the Max Chargeable amount.
Note: AccountMate 8 for SQL/Express and all LAN versions display a different message, “Invoice total exceeds the maximum chargeable amount.” This message is displayed in the Post Credit Card Payment function when the Invoice Amt is greater than the Max Chargeable Amt.

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