- Time for your Annual Review?
- Report Writing for Non-Geeks: Stonefield Query for
AccountMate
- TechNote: Understanding the Positive Pay Function
- Additional Tech Note: Validating GL Account
Balances
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Dear AccountMate Clients,
January 1st is typically when people "take stock of where
they're at" and then plan to improve for the upcoming year.
But for those of us in the accounting world, that's exactly when
we're swamped with getting a complete inventory count, printing
W-2s and reconciling the entire years' payroll, scrubbing our
aged receivables for what accounts to write-off, and all the
other details of closing out the fiscal year. In short,
it's easy to stay focused on all the things that need doing and
never stop to really take stock of what/where/how/why things
need improving.
But by April 1st, that's all behind us and we need to take this
opportunity, especially while year-end is fresh in our minds, to
make a short list of things that would improve the financial
management of our companies.
For many, it's better inventory control; for others it's better
customer contact and quote tracking; or it could be getting a
measure of your "on time in full" order fulfillment.
What are the areas you would
like to improve accountability for in the coming year?
Jot down just one or two things to make a priority for improving
this year and then give me a call and we'll discuss how we can
leverage what you're doing now.
One thing's for sure, if you don't make it a priority then next
year end closing will be just as hectic - so I look forward to
your call!
On the running front, I just finished a 30 mile trail race this
past weekend (placing 10th out of 128 runners) as my last really
long run before returning to The Boston Marathon on April 21st.
At Boston I hope to be close, or even under, three hours - which
is a major milestone amongst marathon runners. Haven't
mentioned it here yet, but I'm also running a 105 (yup, one
hundred and five!) mile race in England in late May - and have
50-mile "tune-up race" for that effort in Wisconsin in early
May. So if I sound a little out of breath when we chat on
the phone, now you know why!
Regards,
Kevin E. Stroud
NexLAN, LLC
http://www.nexlan.com
Report Writing for
Non-Geeks: Stonefield Query
The thing that generates more work here at NexLAN than
anything else, after an initial system installation, is
creating custom reports for clients. AccountMate
has a simple custom report writer available under the
<Utilities> menu, but it's not nearly as flexible or
powerful as working in Crystal Reports, where a talented
programmer can literally pull anything together.
Thus, clients often engage us to create reports that are
based on more than one or two tables. However I
had the opportunity to review the latest offering from
Stonefield Query at the AccountMate Synergy conference
last month and was very impressed!
Stonefield Query for AccountMate!® is an
end-user-friendly report writing, query, and data mining
tool designed specifically for AccountMate. Stonefield
Query supports all versions of AccountMate - LAN, SQL,
SQL/Express, as well as prior SQL/MSDE versions - with
all table and field names in user friendly title format
and the table relationships pre-defined so you don't
have to understand the complex underlying database
structures.
Stonefield Query allows for the easy creation of four
report types: Quick Reports (row and column layout),
Charts/Graphs (pie, bar, etc.), Cross-Tabulation Reports
(analysis reports, similar to pivot tables) and Labels
(mailing, barcode, etc.) which can be exported to a
variety of formats including comma-delimited (CSV),
Microsoft Excel or Word, PDF, HTML, and more.
Reports can also be scheduled to print or e-mailed
automatically.
For a video overview of how Stonefield Query for
AccountMate can get you closer to your data (without
requiring a geek!) check out the following short video
http://stonefieldquery.com/videos/accountmate/amquick.html.
Also, a free 30-day trial is available so you can it
with your own data, click
here for AccountMate/SQL or
here for AccountMate/LAN.
And, of course, we're also happy to provide an hour-long
webinar/demo at your convenience.
Tech
Note
Technical Tips
Version:
AM7 for SQL and Express
AM6.5 for SQL and MSDE
AM6.5 for LAN
Module:
SM
Q:
Is it possible for AccountMate users in the same company
to use different language versions?
A:
Yes, it’s possible if different language versions of
AccountMate are installed. For example, one user can use
the English language and another user can use the
Spanish version. To change a user’s language version,
access the Group/User Setup function in the AccountMate
Administrator program and click Edit; then, select the
preferred version in the Language field of the Edit User
window.
■ ■ ■
Version:
AM7 for SQL and Express
Module:
BR
Q:
How do I generate a past bank reconciliation?
A:
You can use the Bank Statement Report under the Reconciliation
Reports option in the Reports menu.
■ ■ ■
Version:
AM7 for SQL and Express
AM6.5 for SQL and MSDE
AM6.5 for LAN
Module:
PR
Q:
How do I set up a user's access rights if I want to grant him
access to the employee record but not the employee's salary
information?
A:
Create a Group and in the Add Group window, mark the Access
checkbox for Employee Maintenance. Then, add a user in the group
you created. In the Add User window, unmark the Access checkbox
for the Edit Salary Information and Access Salary information
features so that the user cannot view employees' salary
information even if he has access to employee records.
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