- Reaching Clients, Feature-palooza, Improving Cash Flow!
- AccountMate 7.1 for LAN Webinar
- Exporting MS7 Reports to Excel Without Formatting
- TechNote: How to Determine the Physical Count Variance
During and After an Inventory Physical Count
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Dear AccountMate Clients,
Lots of little things to relay this month, as summer slides into
fall.
We're using a new distribution method for our NewsLine; a
company called
ConstantContact.com. They have a very slick,
completely online method of creating newsletters (with dozens of
pre-existing templates) and managing distribution lists.
Their system has built-in subscribe/unsubscribe functionality
for recipients and a decent amount of traceability as to
who/when read the NewsLine and what links they followed.
If you don't already send an electronic newsletter, then
I highly recommend it.
I heard about ConstantContact at AccountMate's "Business Partner
Roundtable" held in Chicago in mid-September. The meeting,
open only to Business Partners, is held six months opposite
their annual Business Partner conference and is an opportunity
for dialog from "the people in the trenches" implementing
AccountMate and the publisher - so it's always productive.
One of the things mentioned are the HUGE number of features that
being incorporated even in "build updates" to the LAN and SQL
products. As I recall, there were more than 50
features added in SQL 7.4, and more than 100 in
LAN 7.1 (which is, admittedly, a version update).
While no release date has been set, SQL 7.5 is under development
with more than 30 new features expected. Over the last few
years, AccountMate has really been focusing on delivering
features that end-users need, so you're definitely
getting your money's worth from your software maintenance
agreement!
We recently implemented the Info-Alert third party add-on, which
automates business processes and e-mail alerts for LOTS of
functions (one quick example: such as sending a list of
inventory items below their re-order point to the purchasing
agent), and the client gave us feedback that the number one
benefit they saw was when we turned on "e-mail customers
that are more than XX days past due". Following
that, with no effort on the end-users behalf, their AR
Aging got a LOT better as their customers received
notice of past due invoices and then began paying faster! We're using Info-Alert inside NexLAN now, so
we'll be turning on that alert to run every Monday and will let
you know if we see the same effect. Does improved cash
flow sound like something your business would appreciate?
Priced as just another AccountMate module, details are available
here and
here, and the
complete list of built-in alerts is
here.
We look forward to leveraging your system to greater
benefit to you!
On the running front, have been putting in some relaxing miles
as the summer heat winds down, and just finishing up a
significant effort as I'm the Race Director for the annual "Wild
Wild Wilderness" 7.5 mile trail race. Had over 300 runners
and it was a beautiful, if somewhat warm, day last Sunday at our
local Kickapoo State Park. Always great to give back to
something you enjoy.
Regards,
Kevin E. Stroud
NexLAN, LLC
http://www.nexlan.com
AccountMate 7.1 for LAN Webinar
Don't forget the special "AccountMate 7 for LAN New
Features" webinar, open to all end-users, is scheduled for
Tuesday, October 7th, at noon Central Daylight Time.
If you would like to attend please contact us, such as by replying to this e-mail,
to sign up for the webinar.
Exporting SQL 7 Reports to Excel Without Formatting
If you are on SQL version 7 you can export reports to Excel without
any formatting by following the below steps:
1.
Preview the report you
want to export to excel.
2.
In the report preview
window, click the Export Report icon.
3.
Select the
Microsoft Excel 97-2000 – Data only (XLS) Format in the
Export window.
4.
In the Excel Format
Options window:
a.
Set the Excel Format to
Custom: Data is exported according to
selected options.
b.
Select the option
Column width based on objects in the: Details.
c.
If you want to keep the
font color (blue, black, etc) and font type (bold,
italicized, etc) settings in the data export, mark the Export
object
formatting checkbox. This is especially helpful in
highlighting the
total fields in the exported data.
d.
If you want to include
the page header and footer, mark the Export
page header and page footer checkbox and unmark the
Simplify
page headers checkbox.
e.
If you want to keep the
field labels closer to where they would normally
be positioned in the Crystal Report layout, mark the Maintain
relative object position checkbox. This setting doesn’t
guarantee
that all fields and columns will be perfectly aligned; however, it
does
reduce the number of fields that are misaligned in the exported
data.
Take note that when this setting is used to export some reports,
there may still be extra columns in the exported data.
5.
After making all your
selections, click OK.
6.
In the Select Export File
window, enter the filename and select the directory where you want
AccountMate to store the exported report; then click Save.
Please take note that there may still be a need to move some of
the data fields in the exported Excel file (e.g. page header,
column captions, subtotal and total fields) before you can
perform mathematical operations using the values in the numeric
fields.
Tech
Note: How to
Determine the Physical Count Variance During and After an Inventory
Physical Count
Many companies that keep inventory for resale,
manufacturing, etc. will experience from time to time the need to
perform a physical count of their inventory. It is important to
understand AccountMate treats the difference between the value
established during the count and what was held in the system before
the count. This difference is known as the Physical Count Variance.
This week we call your attention to Technical Note # 1095. This TechNote contains a
link to a downloadable PDF version of the article.
Article # 1095: How to Determine the Physical Count Variance During
and After an Inventory Physical Count
Technical Tips
Version:
AM7 for SQL and Express (AM7.4 only)
Module:
PR
Q:
I would like to process payroll checks separately for
employees who have arranged to have their paycheck posted
directly to their bank accounts from those who are not set up
for electronic payment. How is this done?
A:
In the second Print Payroll Check window of the Print Payroll
Check function, mark the Process Direct Deposit checkbox below
the grid; then, unmark the Process Printed Check checkbox if you
want to process only the electronic payment transactions. If you
want to exclude the electronic payment transactions from the
payroll process, unmark the Process Direct Deposit checkbox and
mark the Process Printed Check checkbox.
■ ■ ■
Versions:
AM7 for SQL and Express
AM7
for LAN
AM6.5 for SQL and MSDE
AM6.5 for LAN
Module:
BR
Q:
When I access the Record Deposits/Other Receipts function in
the BR module I notice that when you select the Record Deposit
option, the list of Transaction Codes displayed in the
Transaction Leading Search window is different from the list
displayed when you select the Record Other Receipt option. What
makes the Search lists different from each other when both options
are for receipt transactions?
A:
Although these options are both receipt transactions, choosing the
Record Deposit option will only display in the Search window
the Transaction Codes with the Require Check/Deposit #
checkbox marked in its Transaction Code Maintenance. On the other
hand, selecting the Record Other Receipt option will only
display in the Search window the Transaction Codes with the
Require Check/Deposit # checkbox unmarked in its Transaction
Code Maintenance.
Subscription Information
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newsletter@nexlan.com. In the meantime,
browse through our archives
at http://nexlan.com/?page=newsarchive.htm.
If you would like to
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here.
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