Ceravolo Consulting

Doral, FL

What’s New inAccountMate 7.6 for SQL and Express

The most significant, most requested changes and new features in the latest release of AccountMate 7.6 for SQL and Express are listed below.

AccountMate Software evolves by adding features and functionality requested by our solution providers and our users. These enhancements demonstrate AccountMate’s commitment to continue to deliver benefit to users remaining on a current Maintenance Plan. Users on older versions of AccountMate Software can work with their Authorized AccountMate Solution Providers to determine if an upgrade is appropriate.

Feature Heading Feature Description Benefit
Supports Windows 7 This latest product release supports Windows 7 workstations. Allows users to keep up with the latest Windows operating system.
Option to Display Purchase Order Backorder Quantities in the Projected Material Requirement Report A checkbox called Show PO Backorder Quantity has been added to the report. This feature is available when the report is sorted by Order Date or Request Date.

When the checkbox is marked, the report will:
  • List all the purchase orders that have open orders for the component items that will be used in various work orders.
  • Show in the On-order Qty field the number of PO backordered units for each component item included in the report.
  • Show in the Net Qty field the quantity that is left on a given day after deducting each work order’s required quantity from the available and on-order quantities.
Gives users the ability to more effectively forecast the number of units that are available to sell or use after deducting the quantities that will be required to process existing work orders.
Option to List Components with Insufficient Quantities only in the Projected Material Requirement Report A checkbox called Exclude Components not in Shortage has been added to the report interface. This feature allows users to generate this report specifically for items that do not have sufficient quantities to meet the demand during a specific period. Provides users the necessary information to initiate the processes that would replenish the company’s raw materials supply.
Data Filter Options Added to the Purchase Requirement Report The following data filter options have been added to the report:
  • Items Suggested to be Reordered – use this option to include only those items which have available quantities that are less than the reorder point.
  • Items Out of Stock – use this option to include only those items which have zero or negative available quantities.
  • Active Items Only
  • Inactive Items Only
Helps users identify the items that must be reordered to meet demand.
Option to Filter AP Aging Reports by Due Date Authorized users will be able to filter the Accounts Payable invoices that will be included in the Past-Due Aging Report and the Forecast Aging Report by their due dates. Gives users the ability to prioritize invoices that are already due or about to become due.

Helps users more effectively manage the company’s payables.
Option to Accumulate Paid Leave for Overtime Work Authorized users can set up overtime earning codes to accrue paid leave hours. This is especially useful in those situations where the paid leave benefits that employees can earn are based on the number of hours they work (i.e. regular and overtime) during a pay period. Satisfies the requirements of companies that grant their employees paid leave benefits for the time that they work in excess of regular hours.
New W-2 Code in Deduction Maintenance Added the option “W – Employer Contribution to Health Savings Account” to the existing W- 2 Codes in Deduction Maintenance. This option allows for deductions that must be reported as Code W in Box 12 of the W-2 form. Facilitates filing of W-2 forms.
Automatically Populate Box 12 with Value of HSA Contributions AccountMate will automatically populate Box 12 on the W-2 form with the sum of the employer and employee (if applicable) contributions to a health savings account. The value will come from the deduction records that are assigned the W-2 Code “W – Employer Contribution to Health Savings Account”. Facilitates filing of W-2 forms.
Option to Hide Earning and Deduction Details in PR Check Register Report The following options have been added to the report:
  • Suppress Earning Details – under this setting, the report will not show the earning codes used in the employee’s payroll transactions. It will still show the total hours and amount of the employee’s earnings during the pay period.
  • Suppress Deduction Details – under this setting, the report will not show the deduction codes applied to the employee’s payroll. It will still show the total amount subtracted from the employee’s wages in the form of payroll deductions.
Simplifies the report so users can view only the information they need.
New Option to Sort GL Transfer Report by Fund + GL Account ID Authorized users can sort the GL Transfer Report by Fund + GL Account ID. They can also filter the report for a range of fund IDs. This feature is only available to companies that are set up for fund accounting. Helps users review and analyze how recorded transactions affect the account balances of each fund that the company maintains.


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