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SOS Consulting Newsletter

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May 2017
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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. "
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 . 


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
  • 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.

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