- AccountMate Test Company
- Tech Note: How to Record Remittances of Non-Tax Deductions for
Employees' Payroll
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Dear AccountMate Clients;
While AccountMate automatically
installs a "sample company" of National Office Supply as company
#999, we often create a test company that's a snapshot of your
actual live company. This test company is an excellent
training tool for new staff and for when you're considering
implementing new functions because it has exactly your customers,
vendors, items, employees, etc. - so you're looking at exactly
the same information you're "used to seeing", which makes things
easier to understand.
Keep in mind that you need to
have security just as tight on your test company as your live
company (because if an employee prints a check from the test
company and takes it to your bank, the bank has no way of
knowing it's a "test check"). But if you don't have a test
company and would like one, please contact us at
nexlan@nexlan.com and we
can get one setup for you.
Also would like to mention that
the annual AccountMate Business Partner conference is less than
two weeks away. This is an excellent opportunity for us to
network with other Business Partners, learn about exciting new
third-party add-ons, and details of the future product direction
of AccountMate. Also, typically new builds/versions are
released at this time - so look for a report in next month's
NewsLine. If you have any issues/questions you'd like me
to "take forward", this is a great opportunity to do so - and I
invite your comments for that purpose.
Finally, I would like to take this opportunity to introduce
the newest member of the NexLAN gang, Dan Largent. Dan comes to us with
more than 15 years experience in
database design, administration, and programming - including
more than a decade supporting and customizing mid-tier
accounting software. We're thrilled to add Dan's expertise
to the NexLAN staff and, in addition to his other training,
he'll be joining me at the conference for AccountMate specific
training.
Regards,
Kevin E. Stroud
NexLAN, LLC
http://www.nexlan.com
Tech
Note
Non-tax employee deductions must be remitted to the
appropriate party when they become due. Depending on the
type of deduction, the recipient may be a financial
institution that administers retirement funds, a labor
union, an insurance company, and the like. In AccountMate,
remittances to such third parties are normally handled
outside of the Payroll module. This week we reissue an
article that discusses how to process remittances of
employee deductions to the appropriate parties. Click the
title of the article below for more information.
Technical Tips
Version:
AM7 for SQL and Express
AM6.5 for SQL and MSDE
AM6.5 for LAN
Module:AP
Q:
How do I void a charge invoice transaction in
AccountMate?
A:
To void a charge invoice transaction in AccountMate 7
for SQL/Express, use the Void Credit Card Payment
function in the Maintenance menu. In AccountMate 6.5 for
SQL/MSDE/LAN, void the regular invoice for which the
credit card payment was made and the system will
automatically void the related charge invoice
transaction.
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Version:
AM7 for SQL and Express
Module:
PO
Q:
How do I convert a non-stock item to a regular item
during Approve Purchase Quote?
A:
Simply perform the following steps:
I1.
In the Approve Purchase Quote window, enter or select
the purchase quote number.
2. Select the non-stock item that you want to convert to a
regular item; then, click the Item # drill down field.
The Inventory Maintenance->Item # Leading Search window
should be displayed.
3.
IIn the Item # Leading Search window, click the Add
button and proceed to enter the settings for this
inventory item; then, click Save.
4. Perform steps 2 and 3 for all non-stock items on the
purchase quote that you want to convert to a regular
item.
5.
Once done, click the Approve button to initiate purchase
quote approval.
Note:
As an alternative, you can amend the Purchase Quote and
convert the non-stock items to regular items before
approving the quote. Simply go to the Create Purchase
Quote->Line Items tab and perform steps 2 and 3 above.
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