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14th November 2007 - Newsletter 153
Please read and distribute amongst your staff.
Popup Calendars
Most of the reports with date fields now have a pop-up calendar feature added. This allows you to look up dates then click on them to load that date into the current field. This feature can also be found in the Customer Raise Order system for setting the Follow up Date or Required Delivery Date.
Faster Printing & Faster UpdatingThe way eAccounts is setup, reports used to print slowly when End of periods were being processed. This issue has been significantly reduced by making considerable changes to the way we process reports internally. Users should now see fewer delays in printing at the end of the month and certainly faster printing on a daily basis.
Emailing Sundry Orders
About six months ago we created the Sundry Order option in Creditors. This is to manage and raise orders for sundry goods and services i.e. ordering office stationary or raising an order to a waste company to deliver a rubbish skip. The feature works well but has now been improved to allow you to email the order directly. Previously you could only print the order).
Sales Last 7 Days By Customer
A new option under the Customer Sales & Creditors report is the ability to run the report showing the sales in the last seven days. This is not something everyone will use but there are some users who have customers that buy daily and it’s important to keep track of those customers buying on a daily basis.
Stats Page Shows How Many Invoices Raised Daily
The statistics page now shows you not only the dollar value of invoices and credits raised but also the number of each respectively.
Debtor Receipt Batches At EOP
Several months ago for security reasons we removed the option of printing a bank deposit report without posting a debtors batch. This was done to plug a potential fraud issue that possibly did happen to a client. A number of users have since noted that the removed feature solved a problem with the End of period, allowing you to do banking whilst not needing to roll over.
We have now reintroduced the feature on the following basis:
a) The option to print the deposit slip (without posting) only shows at the beginning of the month when the roll over has not been done.
b) If you print the Bank deposit slip the system will not allow you to edit or delete transactions. All you can do is post the batch - generally after the roll over has been done.
This feature also has the added effect of making it much clearer that Roll over has (or has not) been done as we have had on occasion users post receipts into the wrong period.
Paying Creditors from Different Bank Accounts
The Creditors system has been extensively modified to allow payments to be made from different bank accounts. Until now the setup of the creditor defined the bank account. Now this can be chosen on a batch by batch basis.
If you want to use this feature please discuss with your eAccounts provider.
Paying Debtor Receipts into a Different Bank Account
Although we strongly advise that it’s not good practice, we now have the option to allow banking to be processed into bank accounts other than the default one.
If you want to use this feature please discuss with your eAccounts provider.
Simple Job Costing
Our job costing system has been split into two versions
a) Simple Job Tracking *NEW*
b) Complex Job Tracking
This new “Simple Job Tracking” will appeal to many users particularly in the timber & hardware industries where they want to compare constantly what has been quoted to a builder for a specific job and what has actually been sold against that job.
a) Simple Job Tracking
Simple Job Tracking lets you track the progress of large quotes/jobs that allows a user to;
- Define a Job for a specific debtor
- Have all quotes and invoices for that debtor accumulate against the job for the purposes of analysis.
- The debtor (and linked Job#) may be a sub debtor of a master. i.e. you may have multiple jobs running, by having these jobs attached to sub debtors and have all invoices values still appearing on one debtors statement.
- The beauty of having a single job attached to a debtor (or sub debtor) is simplicity from the point of invoicing.
b) Complex job Control
Job costing allows you to manage large projects (Jobs) which generally run over long periods of time. Managing Jobs that run for long terms can be a nightmare if not done through Job Costing because :
- They give very distorted Sales Analysis Margins because users try to manually manipulate invoices to create progress payments, deposits etc. Often writing manual invoices that don’t get processed in the accounting system until the job is finished.
- Gives distorted P&L and Balance sheets.
- Confuses Bank Reconciliation systems because of deposits taken that are not processed in the accounting system etc.
Autorun Reports
Although not a new feature, many new reports have been added to the list that support this feature. Many of you are finding countless uses for the Autorun option. So this is a reminder that the feature is there.
Some examples of where users have set up automated reports.
- Negative or Low Stock that can be printed daily (printed daily at 6am)
- Debtors who haven’t paid by the last day of the month (printed at End Of month)
- Customer Orders with a delivery Date of today or prior (printed daily at 6am)
- Quotes that need follow-up (printed daily at 6am).
- Backorders that can be fulfilled (printed daily at 6am).
The Team - Neil, Mark, Mike, Brent and Lesley
(and our consultant Peter)
Phone
neil@eaccounts.co.nz mark@eaccounts.co.nz mike@eaccounts.co.nz brent@eaccounts.co.nz peter@eaccounts.co.nz lesley@eaccounts.co.nz (Accounts)
Copyright © eAccountsGlobal 2007