Enhancements in Version 7.3
There are a substantial number of enhancements and changes from AccountMate 7.2 to AccountMate 7.3. A few of the most significant are:
□ AccountMate 7.3 for SQL and Express support workstations that run on a Windows Vista operating system
□ DSN-Less Connection to the SQL Server
□ Tighter integration for Inventory, Customer and Vendor Item Records
□ Allow shipment of regular inventory items from multiple bins
□ Allow negative quantities of serialized items in AR Invoice
Support Windows Vista
This AccountMate version supports workstations that run on a Windows Vista operating system. Several changes have been made in the system to meet the new Windows Vista security requirements. Users who are running AccountMate 7.3 in Windows Vista must set their computers to use the “Windows Standard” theme.
DSN-Less Connection to the SQL Server Users are no longer required to set up an ODBC System Data Source to connect AccountMate workstations and file servers to the SQL Server. The user is prompted for the SQL Server instance name the first time that AccountMate or the Administrator program is launched from a workstation or file server. This information is saved in the system and will be used to establish connection to the database server. This enhancement simplifies the implementation process for those who run AccountMate from a file server as they no longer need to create an ODBC DSN connection on each workstation.
Support Foreign Keys to Help Enforce Data Integrity
There are different ways to enforce data integrity. AccountMate uses the default, check constraint, trigger, and/or stored procedures. In this version release, we support the creation of foreign keys to help enforce data integrity. The Create Table file (Amtbl.DBF) is changed to include the mFKStmt field that stores the SQL statement that will create the foreign keys for each table. Foreign keys are added using the ALTER TABLE – SQL Statement after all the indexes are created. A foreign key does not accept a blank value; which means that if the foreign key field is not mandatory and the value does not exist in the primary table, the foreign key field value will be set to NULL. A foreign key field that is used as a primary key in the table does not accept NULL value; its value must exist in the primary table.
This feature helps to address such issues as out of balance caused by missing account IDs, orphaned allocation accounts and the like. Currently, foreign key is implemented only for the GL Account ID field.
Tighter Integration for Inventory, Customer and Vendor Item Records
AccountMate users have the ability to maintain records of their customers’ item numbers and/or vendors’ part numbers with which they can enter customer/vendor orders.
In previous versions, the system item numbers were kept separate from the customer/vendor item records and the item # search function focused solely on the system item numbers. When the system was set up to use customer item numbers/vendor part numbers during order entry, users could not enter orders for inventory items that did not have customer item number/vendor part number records in the system.
These limitations have all been addressed in version 7.3:
Item # Lookup to Include Customer Item Numbers Note: The following enhancement only applies to AccountMate installations that have the Customer Inventory Manager (CI) module.
Although the system and customer item numbers are still stored in separate tables in version 7.3, users can now set the system to include the customer item number records when searching for an item. This is made possible through the “Item # Search in Inventory Maintenance” feature in IC Module Setup. Users who maintain customer item number records and wish to include these records during an item # search must mark the “Include Customer Inventory File” checkbox. When this is activated, the system will display the Customer Item # Search window in addition to the Item # Search window. This facilitates identification of the correct inventory record especially when processing customer returns where the return document only shows the customer item number.
Item # Lookup to Include Vendor Part Numbers
Although the system item numbers and vendor part numbers are still stored in separate tables in version 7.3, users can now set the system to include the vendor part number records when searching for an item.
This is made possible through the “Item # Search in Inventory Maintenance” feature in IC Module Setup. Users who maintain vendor part number records and wish to include these records during an item # search must mark the “Include Inventory Vendor File” checkbox. When this is activated, the system will display the Vendor Part # Search window in addition to the Item # Search window. This facilitates identification of the correct inventory record especially when following up on a vendor communication that only identifies the vendor part number.
Input Inventory Item # for Customers/Vendors Set Up to Use Their Own Part Numbers
Note: The customer item number feature enhancement only applies to AccountMate installations that have the Customer Inventory Manager (CI) module.
Users now have the choice to enter orders for inventory items that do not have customer item numbers or vendor part numbers for those customers/vendors set up to use their own part numbers during data entry. A new option to “Allow Inventory Item #” is added to the available settings in the Customer Maintenance and Vendor Maintenance functions. This feature is only available when the “Use Customer Item #” checkbox is marked in Customer Maintenance or when the “Use Vendor Part # for PO Entry” checkbox is marked in Vendor Maintenance. When entering orders for customers or vendors set up to use their own part numbers, users can enter an item number that matches an internal item record but is not a customer item number or vendor part number provided that this new feature is activated.
Allow Shipment of Regular Inventory Items from Multiple Bins
In previous versions, the Ship Sales Order function allowed shipment from multiple bins for special items only. Special items are ones that are serialized, lot-controlled and/or kit items. Regular inventory items could be shipped from one bin only. This required users to record multiple shipment transactions for an item that was stocked in several bins, making the process more time consuming and vulnerable to data-entry mistakes.
In this latest version release, the system has been enhanced to support shipment of regular inventory items from multiple bins. When the shipment quantity exceeds the on-hand quantity in the designated bin, the Select Ship Qty function window appears which lists the current on-hand quantities in each bin assigned to the item. This makes it easier for users to view alternative locations in the same warehouse where they can get the items and prepare them for shipment. In this same window, users can enter the quantities to be shipped out of each bin. For each selected bin, a separate entry is created in the Line Item grid showing the relevant shipment quantity. The primary line item-bin record is identified by a non-zero Open Qty while the subsequent bin entries for the same line item will have a zero Open Qty. Adjustments to the shipment quantity must be entered through the Select Ship Qty function window once an item is set for shipment from multiple bins. The Select Ship Qty function window can also be accessed by double-clicking the Ship Qty field.
Allow Negative Quantities of Serialized Items in AR Invoice
Users on previous AccountMate versions could not enter a negative quantity for a serialized item when recording a sales invoice. This was because the “Allow Negative Qty on Invoice” feature was disabled for items assigned either a Specific ID or Average with S/N cost method. This complicated processing of sale transactions that involved returns or trade-ins of serialized items since users had to record the return transaction separate from the regular sale.
Version 7.3 has addressed this limitation. Users can now mark the “Allow Negative Qty on Invoice” checkbox in the Inventory Maintenance function even if the item is serialized. This allows users to record returns or trade-ins of serialized items along with the regular sale in a single invoice transaction. Not only does this save data-entry time, it also simplifies the invoicing and billing process as users and their customers only need to look at a single sales transaction document. Unless the “Allow Duplicate Serial #” checkbox is marked in IC Module Setup, the system will validate the serial number assigned to the returned or trade-in unit against the ones that are on-hand to ensure that there are no duplicate serial number records for the same item.
New "Mark All" Checkbox on the Grid Header of the Post JE Batch to GL Function
In previous versions, the user had to manually mark each checkbox that corresponded to the journal entry batch that was to be posted. Depending on how many batches were up for posting, this process may have been too tedious for the user. In this version release, the system is enhanced to allow users to quickly select all journal entry batches that are available for posting. A checkbox is placed at the top of the grid for easy access. Mark this checkbox to select all JE batches for posting; unmark to deselect all records.
Various Enhancements to the Post AP Invoice Function
There are a few changes to the Post AP Invoice function in this version release. They are as follow:
Allow Copy and Paste from Excel into the GL Distribution Grid
The system supports pasting of data copied from an Excel file. For users who deal with payable invoices that have multiple distributions, this provides a quicker way to record invoices and minimize data-entry mistakes.
The paste action expects data for the GL Distribution Accounts and Amount columns. When preparing data in Excel, users must put the two columns side-by-side in the same order as they are displayed in the GL Distribution grid. Open the Excel file and select the lines of data to be copied. Press CTRL + C on the keyboard or access the Copy function from the Edit menu. In the AccountMate screen, right-click anywhere on the GL Distribution grid and select "Paste from Excel" in the pop-up menu. The following message will appear:
“Do you want to overwrite the existing GL distribution entries?”
Choose "Yes" to replace the default distribution with the records copied from Excel; choose "No" to keep the default distribution and add the records copied from Excel. Each copied record is subject to the same data validation that the system performs when users manually enter the distribution accounts and amounts. When a problem is detected, the record will not be pasted onto the grid. To successfully copy data, the following rules must be met:
• The GL Account ID must be an active record.
• The GL Account ID must be a posting account; it cannot be an allocation account.
• The distribution amount must not be zero.
"New" Command Button Becomes the Default Choice after Saving an Invoice
To help speed up data entry in this new version, the cursor now falls by default on the “New” command button in the Save window. This will allow users to initiate recording of a new AP Invoice immediately after saving another by simply pressing the Enter key.
Journal Entries for GST/PST Claim Back
Note: The following enhancement only applies to companies assigned the country tax for Canada.
In previous versions, the default journal entry for GST/PST claim back was combined with the regular AP invoice distribution as follows:
DB: AP Invoice Distribution Accounts
DB: Sales Tax Costs CR: Accounts Payable
In this version release, the default journal entry for GST/PST claim back is segregated from the AP invoice distribution and is changed to:
DB: Sales Taxes Payable CR: Tax Claim Distribution Accounts
The actual Tax Claim Distribution Accounts that will be credited are based on the GL Distribution assigned to the AP invoice. If there are multiple distribution accounts assigned to the AP invoice, the GST/PST claim amount will be prorated among these accounts. If the invoice’s distribution includes a reversal of PO receipt accruals or PO landed cost accruals, the system will use the Sales Tax Costs account in lieu of the Accrued Received Goods account to ensure the proper matching of outstanding PO accruals with the Accrued Received Goods account balance.
When the user marks the "Claim" checkbox, the system displays the following message:
“You must verify the tax claim distribution before saving the invoice.”
In the GL Distribution page tab, the "Tax Claim Dist..." command button is enabled. When clicked, the Tax Claim Distribution function window is displayed for users to review the default journal entries that will be generated for the tax claim back. GST claim back will have journal entries separate from that of the PST. Users can change the Sales Taxes Payable and/or GL Distribution accounts when necessary.
Support Electronic Payments in AP
The AP module now supports the generation of Automated Clearing House (ACH) electronic payment files. Users can activate this feature for each company by marking the "Electronic Payment" checkbox in the
AP Module Setup function. To set up ACH direct deposit for each vendor, mark the "Electronic Payment" checkbox in Vendor Maintenance. The system will display the Electronic Payment Setup window where users can enter information that will be used during electronic payment file generation.
This version also provides the means to override a vendor’s electronic payment setting during a particular check run. Simply mark the "Use Check" checkbox when running the Print Computer Check function to print regular checks for vendors set up for ACH direct deposit. This checkbox is disabled and marked if payments to a vendor are always made by check. It is enabled and un-marked if payments to a vendor are to be processed electronically. Users need not change or lose the electronic payment information set up for a vendor whenever a regular check has to be printed.
Option to Print Regular Check for Employees Set Up for Electronic Payment
In previous versions, the Print Payroll Check function always generated an electronic payment file for employees that were set up for payroll direct deposit. If a check had to be cut for these employees, the user had to deactivate the "Electronic Payment" feature in the employee record thereby losing the employee’s direct deposit account information.
In this version release, the Print Payroll Check function comes with an override option in the form of a "Use Check" checkbox. This checkbox is disabled and marked for employees who are paid by regular check. It is enabled and un-marked for employees set up for direct deposit. Mark the checkbox to print a regular check and ignore the employee’s electronic payment setting. Users need not change or lose the electronic payment information set up for an employee whenever a regular payroll check has to be printed.
Support Wachovia and Fifth Third Bank Positive Pay File Formats
The system is enhanced to support positive pay file layout for Wachovia and Fifth Third Bank. This brings the supported format count to six, namely:
• Bank of America
• Fifth Third Bank
• LaSalle Bank
Default AP Deduction Settings in Deduction Code Maintenance
In version 7.1, we introduced the AP Link feature in Payroll. This feature allowed users to associate an AP vendor with the deduction code assigned to an employee record, and generate a report that could be used as a basis for remitting deductions to the appropriate parties.
In our latest version release, the system is enhanced to allow users to assign a default AP vendor to deduction codes set up for AP Link thereby reducing the steps required to use this feature. In the Deduction Code Maintenance function when the "Link to AP" checkbox is marked, the system will require users to complete the AP Deduction Setup. The information that is entered serves as the default setting when the deduction record is assigned to employee records. This saves data-entry time as users need not enter the same information each time a deduction code (e.g. 401K, medical insurance, etc.) is assigned to an employee record while still giving them the flexibility to customize this setting for certain employees when the nature of the deduction (e.g. garnishment) makes it necessary.
New Option to Match Unapplied Deduction when Applying Payroll
When we introduced the Employer Matching/Contribution feature in version 7.1, the original design did not give users the ability to choose whether the system was to calculate the employer’s contribution to the deduction when no deduction was applied against the employee’s payroll. Even when the user had opted not to apply certain deductions during a payroll run the deduction code would still be listed in the Deductions grid of the Apply Payroll/Payment function window and the employer’s share was calculated as long as the deduction code was set up for "Employer Matching/Contribution" and its assigned "Matching/Contribution Method" was Fixed Amount, Rate/Hour, Percentage of Gross, or Percentage of Net.
In this version release, the system is enhanced to allow users to choose whether they want the employer to match the unapplied deductions during a particular payroll run. In the Apply Payment Options page tab of the Apply Payroll/Payment function, mark the "Match Unapplied Deduction" checkbox if employer matching/contribution must be computed even for the deduction codes that are not to be applied against the employee’s payroll. Unmark the checkbox to exclude those deductions that will not be applied against the employee’s payroll from calculation of the employer match.
Ability to Suppress or Include Credits Applied from Sales Returns in the Payment Distribution Report
In previous versions, the Payment Distribution Report always listed the credits applied from sales returns and regular payments. Users could not generate this report showing just the amounts applied from regular customer payments. Also, they had to manually add the amounts to determine the total credits applied solely from regular payments.
In this version release, users have the option to suppress credits applied from sales returns when generating this report. Mark the "Include App Credits from Sales Returns" checkbox to generate a report that shows both the applied payments and credits applied from sales returns. Unmark this checkbox to suppress the applied sales return details. With the ability to suppress applied credits from sales returns, users now have a report with which to validate distribution of regular payments.
Credits applied from sales returns are listed in this report with "APP CR" for their Receipt #. Regular payments are listed with the Receipt # assigned during the Apply Payment process.
View Customer Transactions Listing in Summary or Detail Format
Note: The following enhancement is only available in the Accounts Receivable (AR) and Contact Manager (CM) modules.
Users can view a list of transactions recorded for their customers through the Customer Transactions Listing.
In previous versions, the information contained in this report was detailed down to the line items, discounts, freight, taxes and adjustments which were displayed as individual transaction items. For an organization that issued a large number of invoices with each one composed of multiple line items, this report might have provided more detail than the user actually needed.
In this version release, a new report called Customer Transactions Summary Listing has been added. This report is similar to the original Customer Transactions Listing with one major exception: each AR invoice is listed as one transaction record. Meanwhile, the original Customer Transactions Listing has been renamed Customer Transactions Detail Listing.
Ability to Track Upsell Transactions
Previous versions did not come with reports that showed which inventory items were sold as upsell items.
In this version release, the system is enhanced to allow users to distinguish regular line item sales from upsell item sales. Simply mark the "Identify Upsell Line Items" checkbox in the report criteria selection window to display the "Upsell" column in the report. A "Yes" indicates that the line item was sold as an upsell item; a "No" indicates a regular line item sale. This enhancement is available in the Invoice Line Item Report and the Sales Order Line Item Report.
The Commissionable Sales Report is also enhanced to allow users to view only the commissionable sales of upsell items. Mark the "Show Upsell Line Items Only" checkbox to generate a report for line items sold as upsell items; unmark to view all line items. This enhancement helps simplify the commission process for those companies that implement a different commission scheme for upsell item sales.
Show "Total Hours" and "Total Amount" by Earning Code in the Time Card Entry Report
The Time Card Entry Report has been enhanced to show total hours and amounts per earning code. This information is available with the sorting options “Dept # + Employee #” and “Dept # + Last Name”. Total hours and amounts are shown for the entire report as well as for each department. With this enhancement, users are better able to validate and monitor the distribution of employees’ payroll hours.
New Option to Include GL Distribution in Bank Transaction Reports
Starting with version 7.1, transaction functions such as Record Deposits/Other Receipts, Record Checks/Other Disbursements, and Record Bank Transfers allow users to set up GL distributions that may involve multiple reference accounts per transaction. Moreover, each transaction’s GL distribution may differ from the default defined in the transaction code. To facilitate validation of journal entries generated for bank transactions, version 7.3 is enhanced to give users the option to view the GL distribution alongside the bank transaction details in certain reports. Mark the "Include GL Distribution" checkbox in the report criteria selection screen to show the GL Accounts used in transactions. Leave it unmarked to suppress this information. This enhancement is available in the following Bank Transaction Reports: Unverified Receipt Report, Verified Receipt Report, Outstanding Disbursement Report and Cancelled Disbursement Report.
Ability to Filter Records by Warehouse when Performing Inventory Reorder Qty Update
In version 7.3, the Inventory Reorder Qty Update function is enhanced to use the warehouse as one of the ways by which users can select inventory records to be updated. Mark the checkbox for the "Warehouse" filter to include items in all warehouses that meet the other selection criteria. To select one or a range of warehouses, unmark the checkbox to enable the warehouse range fields. Enter the range of warehouse values to further filter the inventory records that are to be updated.
Build Kit Item Function Optimized
The Build Kit Item function is further optimized in this version release to help improve the system’s performance and increase user productivity.
There are a few changes to the Inventory Maintenance function in this version release:
"Use Specification" and "Used in Work Order" Settings are Mutually Exclusive
The Inventory Specification (SP) and Manufacturing (MI) modules are incompatible. In previous versions, however, the system allowed users to mark the "Use Specification" checkbox even when the inventory item was already marked as "Used in Work Order". To prevent confusion and avoid potential data problems, version 7.3 is designed to ensure that only one of these settings is assigned to an inventory item. This change does not affect inventory item records that were set up in previous versions until the next time the items are accessed through the Inventory Maintenance function.
Deletion of an Inventory Item Used as Component for a Build-On-The-Fly Kit Item is Not Allowed
In previous versions, inventory items used as components for build-on-the-fly kit items could be deleted from the system even if the kit item was used in current transactions. Regular items, on the other hand, must not have been used for the system to allow their deletion. Inventory items could be archived only when their on-hand quantity was zero and they had no outstanding un-posted transactions. Deleting kit components used in un-posted transactions would cause an out-of-balance when the user ran either the Transfer to GL or Period-End Closing functions. This is because the system could not find the GL Account IDs that it needed to generate journal entries for these inventory items.
In this version 7.3 release, the system is enhanced to check for kit components used in current, un-posted transactions when the user attempts to delete an inventory item record. The inventory item must not be used in these transactions before they can be deleted from the system. This change is designed to help keep the General Ledger accounts in balance.
Ability to Turn Off the "Top N Records" Feature of the Leading Search Function
In previous versions, the system would display the first 50 records when the "Display top N records for leading search with blank search value" was set to zero (0). Consequently, there was no way to turn off the “Top N records” feature. In this version 7.3 release, users can turn off this feature. Simply enter a zero (0) value in the "Display top N records for leading search with blank search value" field of the Advance Search function window for the system to display in the search grid ALL records that match the search value. By default, the system is set up to display the first 50 records for a blank leading search. CAUTION: Turning off this feature may slow down the search process especially when huge data sets are involved.
There are a few enhancements to the File Attachment function in this version release. They are as follows:
New “Added By” Column Tracks Who Added the File Attachment
A new column have been added to the File Attachment function window. The "Added By" column identifies the user who attached the file to the transaction or master record. As with existing columns, this new one can also be used to sort the records displayed on the screen. Click the column header to sort records in ascending order; click again to sort in descending order.
Files attached in previous versions will show "System" for the user name.
Support User-Defined Validation Routines for File Attachments
Some users may want to restrict file attachments to a specific file format and/or size. While AccountMate does not perform such validation out of the box, it does allow users to define their own validation. Users must create a record in Amaddon.DBF using the function name VALIDATTACHMENT and a cOwner field value that is not "AM". The available information is as follows:
• gxParm1 = Attachment Type (Amattach.cType)
• gxParm2 = Key Value 1 (e.g. Customer # if cType = cCustNo, SO # if cType = cSONO, etc.)
• gxParm3 = Key Value 2 (e.g. Customer # if cType = cCustNo, SO # if cType = cSONO, etc.)
• gxParm4 = Path and File Name
The function must be evaluated TRUE (.t.) for the system to accept the file attachment; otherwise, the attachment action will be cancelled. The VALIDATTACHMENT function is executed when the user clicks the Attach command button provided that AccountMate’s validation does not detect any error. AccountMate’s validation includes:
• Mandatory remark
• Mandatory filename
• Checking of duplicate file names
• Checking of duplicate file attachment records
New Report Setup Function
Report-related settings are consolidated into one function in this version to simplify the setup process. Access the Report Setup Options beside the printer icon on the Power Toolbar. Expand the function list and select Report Setup. The Report Setup function window has three (3) page tabs, namely: Paper Size, Color and Preview Magnification.
In the Paper Size page tab, choose between Letter and A4 for previewing or printing reports. In the Color page tab, choose the default color for Drill-Down fields and the Form Label Background. In the Preview Magnification page tab, choose the magnification factor that will be used in the display during a report preview.
New Option to Change Default "Form Label Background Color"
The "Form Label Background Color" setting is a new option with which users can change the background color for special report forms. The default is set to aqua. To save printer ink, a lighter background color may be selected.
New System Setup Function
System-wide settings are consolidated into a single function called System Setup. This function includes the settings that used to be defined through the Module/Menu Display Setup, Error-Log E-mail Setup, Century Setup, and Multilingual Setup functions. By combining all these features into one function, users get a more streamlined setup process.
Save Shortcut Pane and User Grid Settings into the Database Server
In previous versions, Shortcut Pane and user grid settings were stored in the USERS\ directory of the AccountMate (e.g. c:\amsql\) folder. Shortcut Pane settings were saved into files while the user grid settings were stored in UserGrid.DBF. If AccountMate was installed and ran locally on each workstation instead of a file server, the settings would only apply to the specific workstation. Users had to define shortcuts and grid settings on each workstation where they expected to run AccountMate or copy the setting files across computers, making the setup process tedious and time-consuming. In this version 7.3 release, users are given the choice of saving the Shortcut Pane and user grid settings into either the database server or the application folder. Users whose application files are installed in individual workstations and those who are running AccountMate via remote connection (e.g. through terminal servers) will benefit from storing their preferences in the database server as this allows them to see the same shortcut and grid settings no matter where they run AccountMate. For users who are running AccountMate from a file server (mapped drive over the network), the application will be more efficient if user preferences are stored locally in the application folder.
View Function Access Rights and Function Access Rights Listing Display Payroll Module Functions
In previous versions, Payroll module functions were not displayed when users ran the View Function Access Rights and the Function Access Rights Listing functions. This made it difficult for administrators to review all the access rights assigned to groups and users.
Version 7.3 now displays all menu options in the list as long as access rights are assigned to the group or user.
New User Security Setting to "Enable Office Applications in Toolbar"
Version 7.3 includes a new user security setting that controls access to the shortcut buttons for Windows Explorer, Internet Explorer, Microsoft Word, Excel and Outlook in the Power Toolbar. The applications must be installed and “Enable Office Applications in Toolbar” must be marked in the Edit User function window for the shortcut buttons to be accessible to the user. By default, the “Enable Office Applications in Toolbar” is marked in User Setup. Those who do not have the requisite access rights will not be able to click on these shortcut buttons; instead, they will see “No access rights in…” when they move the mouse over these shortcut buttons. This security setting also controls the user’s ability to change the AccountMate system date.
Compatibility with Office 2007
This version release is also compatible with Office 2007. Recently accessed document files can now be detected and correctly displayed in the Power Toolbar and Shortcut Pane.
Notepad (Eedt Visual Class) Limitation Set to 65,000 Characters
In previous versions, the Notepad (Eedt visual class) limited data entry to a maximum of 15,000 characters only.
In this version 7.3 release, the system is enhanced to allow input of up to 65,000 characters. This gives users more room to enter important, non-financial information that they need in their operations. This limitation is based on Visual FoxPro’s limitation on SQL updates.
Updates for Payroll Tax Subscription Not Included
In earlier versions, updates to certain functions (i.e. transactions, reports, and maintenance) for Payroll Tax changes were sometimes released with the AccountMate CD. Starting with version 7.3, updates for Payroll Tax Subscription-related functions are no longer included in the CD. Any changes to these functions will be included in the downloadable Payroll Tax Subscription program. This is to ensure that all Payroll Tax updates are compatible with the version installed in AccountMate. This also simplifies the maintenance and implementation of Payroll Tax Updates as the same update program can now be run with the AccountMate SQL, Express and LAN (i.e. Upgraded PR in build LN603 or higher) versions. Since the Payroll Tax Subscription files are updated more frequently than builds are released, this change also helps ensure that users receive updated tax tables much sooner.
A Payroll Tax Subscription Build # field is added to AccountMate’s system information to keep track of the version of the Payroll Tax file installed. This information can be found in the About AccountMate function accessed from the Help menu. When the system detects that a newer version is installed, the database server is instantly updated with the changes.
Report files are also installed in the TaxSub folder. The system will look for Payroll Tax report files in the following AccountMate folders in this order: RptMod, TaxSub, Patches and Crystal.
Enhancements in Version 7.3