AccountMate News from SOS Consulting

SOS Consulting Newsletter

Monthly User line

May 2017

In This Issue

Customer Relationship Management

Next Product Training Scheduled

AccountMate Tech Tips

Hello All,

Ask, listen and adjust accordingly! One of the simplest tools to improvement of customer service is the concept of feedback. Generally speaking, most consider negative feedback a "bad" thing and positive feedback a "good" thing. In fact, both are crucially necessary for growth in any area of life and business. A good CRM package can help you track and analyze trends and activities with your customers and vendors. AccountMate offers such a package. See the link below or contact us for further details.

Please let me know if you need assistance with operational questions or procedures, or if you are interested in upgrading.

Blessings and Continuing Success Always,

Kathy Hemmelgarn

"Be the change you wish to see in the world. "

---MAHATMA GANDHI

AccountMate CRM

A brief overview of AccountMate's Customer Relationship Manager (CRM) module is that it "manages and reports on every recorded interaction with a prospect, client, supplier, contact, or branch office. It can schedule the next appropriate interaction, enabling exceptional account management and customer service. At a glance, you can view all past interactions with each contact providing the ability to track activities, issues and interactions with all your clients. It can even manage your meetings, phone calls and emails."

This is just the start. It works with programs like Microsoft Office so data can be merged and utilized in other programs to create custom mailings, mass emails, reports and other business documents. It can also be used for sales force and business process automation. Please Click Here Now for more details.

If you have any questions or would like to set up a time to see a demo please give us a call at 916-334-1858 .

Reminder:

June: AccountMate 3-day Core Product Training Class

Registration is open for a Core Product Training for AccountMate 10 for SQL for clients who are using AccountMate for the first time or those staff members wanting to brush up on the latest features. Class will be held at the AccountMate Headquarters in Petaluma.

Date: June 7th through 9th (Wed-Thurs-Fri)

Evaluate if this might be important for people in your organization to attend and contact your AccountMate Solution Provider to sign up. This training class is a great way to understand the core financial modules in the AccountMate 10 for SQL product.

For Pre-requisites, class description and fees, CLICK HERE NOW

If you have any questions regarding training please call us today at

916-334-1858 .

AccountMate Tech Tips

Version: AM10 for SQL and Express

Modules: AP, PR

TIP: In AccountMate 10.1 for SQL/Express, the following functions are enhanced to allow authorized users to print signature lines on the check without the need to setup a digital file with signature line in the Bank Account Maintenance ► Custom Check tab ► Signature field:

Accounts Payable

Print Computer Check

Re-print Computer Check

Payroll

Print Payroll Check

Re-print Payroll Check

Federal 941 Tax Deposit

Federal 943 Tax Deposit

Federal 940 Tax Deposit

State Tax Deposit

Local Tax Deposit

It is now possible for authorized users to specify one (1) or two (2) lines in the Bank Account Maintenance ► Custom Check tab ► Signature Line field so that the signature lines will be printed on the checks.

Versions: AM10 for SQL and Express

AM9 for SQL, Express, and LAN

AM8 for SQL, Express, and LAN

AM7 for LAN

Module: PR

Q: Using the Tax Forms function, I printed the employees Federal and State W-2 official copies. Now that I want to electronically file the W-2s, can I do it using the Tax Forms function?

A: Yes, you can. When you have printed the W-2 official copies, the W-2/1099 Preparer ► W-2 History File Options window will be displayed the next time you generate the W-2s using the Tax Forms function. One of the options available in this window is the eFile or Print Incomplete W-2s option; select this option to electronically file the W-2s.

Version: AM10 for SQL and Express

Module: AP

TIP: Starting in AccountMate 10.1 for SQL and Express, you can now filter the Vendor Ledger Report by Invoice # . This enhancement provides users the ability to easily review specific AP invoices.

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.