AccountMate 13.2 for SQL and Express Release is Now Available

AccountMate 13.2 has just rolled out an array of exciting features and enhancements aimed at simplifying your business operations and boosting efficiency. Let’s delve into the key updates that this latest release brings to the table.

Accounts Payable Payment Automation: Say goodbye to the hassle of manual payment processing! AccountMate 13.2 introduces the Accounts Payable Payment Automation feature, which streamlines vendor payment processing through the REPAY payments provider. This means no more printing checks or generating ACH files manually. With this feature, you can save significant time and money on B2B payments while still allowing vendors to choose their preferred payment method.

Enhanced User Login Authentication: Security is vital, and AccountMate recognizes that. That’s why we’ve added Multi-Factor Authentication to the login process in this release. Users now have the option to enforce a secondary authentication step, ensuring that only authorized personnel gain access to the system.

Expanded E-mail Service Options: With support for Gmail, Hotmail, and Yahoo added to Exchange and Office 365, you now have more flexibility in choosing your outbound e-mail service. This makes communication even more convenient for your company.

Streamlined Price List Import: Importing pricing information just got easier with the new Import Price List feature. Whether you’re dealing with inventory records or customer pricing, this enhancement saves valuable time and minimizes data entry errors.

New 401K Plan Census Function: For payroll management, the new 401K Plan Census function simplifies the process of gathering essential employee information, ensuring compliance with IRS and Department of Labor regulations.

Bank Compatibility and Positive Pay Support: AccountMate 13.2 expands its bank compatibility, now supporting positive pay file formats for several additional banks. This enhances your financial security by enabling you to take advantage of positive pay services offered by these banks.

Flexible Customer Record Management: With the ability to change parent account numbers assigned to customer records, managing customer relationships becomes more adaptable and convenient.

Improved Inventory Cost Tracking: AccountMate now provides detailed information on landed costs and transaction dates, empowering you to make informed pricing decisions for your inventory.

Efficiency Boosters: Several new features and enhancements, such as streamlined transaction processes and powerful reporting tools, are designed to save time and reduce errors in your day-to-day operations.

More Powerful Reporting: AccountMate 13.2 introduces the ability to schedule printing, exporting, and emailing of report batches in various file formats, providing you with greater flexibility and convenience.

Enhanced AP Aging and Inventory Aging Reports: The AP Aging and Inventory Aging Reports have been enhanced to offer more filtering options, allowing for tailored insights into your accounts payable and inventory management.

Beginning Balances in Financial Statements: Lastly, the addition of the Beginning Balance option in the Balance Sheet and Consolidated Balance Sheet reports facilitates deeper analysis of your financial statements, aiding in identifying potential fiscal year-end closing issues.

AccountMate 13.2 is packed with features and improvements that aim to streamline processes, enhance security, and provide you with greater flexibility and insights into your business operations. With these updates, managing your accounting, inventory, and payroll tasks becomes more efficient and effective than ever before.

It’s essential to work closely with experienced ERP consultants and vendors who can guide you through the selection and implementation process, ensuring that your ERP system aligns with your business’s immediate needs and long-term vision.

Are you considering a new ERP system? Contact our experts! We have local solution providers who can help you navigate the process. Contact us now or call 707-774-7537 to talk to someone about your specific needs.

Customized ERP Software Flexibility Delivers Competitive Edge for Fashion Company

AccountMate provides customizable ERP platform for business differentiation

In the vibrant landscape of the American fashion industry, there existed a unique company that provided Tanning and Leather. This exceptional company stood as the leading provider of exotic skins to the fashion world, boasting a remarkable position as the third-largest in the global market. From alligator to crocodile, their high-quality materials found their way into the luxurious creations of renowned brands such as Prada and Coach.

Unique Industry Needs Unique ERP Software

The secret to this company’s success lies not only in their exquisite products but also in their innovative approach to business operations. Facing the challenges of a unique industry, where skin type, width, length, color, and finish were critical components, the company found itself in need of a software solution that could match its distinct requirements. In this quest for excellence, they turned to AccountMate, who offered professional services to customize the software to their specific needs.

A Generic ERP Software Didn’t Cut It

The challenge was significant – there was nothing on the market that could cater to their intricate needs. The procedures and processes involved in the creation of their products were so specific that a generic software solution simply wouldn’t cut it. It became evident that customization was the key to unleashing the full potential of AccountMate for this particular business.

Working closely with the dedicated AccountMate team, the owner of the tanning and leather company embarked on a journey to create a software solution tailored to their industry. The collaboration resulted in the development of not one, but two custom modules that set them apart from the rest. These modules encapsulated the unique formulas and parameters essential to their operational processes – from determining skin type to specifying width, length, color, and finish.

Custom Modules = A Truly Unique Entity That Sets Them Apart

The custom modules weren’t just about meeting industry standards; they were about redefining them. This leather company’s collaboration with AccountMate allowed them to craft a solution that reflected the essence of their business. The customized modules became the heartbeat of their operations, making them stand out as a truly unique entity in the fashion supply chain.

As the customization process unfolded, the AccountMate team worked tirelessly to ensure every detail was accounted for. From creating custom item numbers to defining finishes as glossy or matte, no stone was left unturned. The collaboration extended beyond the realms of software; this company also integrated their custom items into the world of e-commerce. Shopify became a crucial partner, enabling the company to showcase and sell their unique creations to a wider audience.

A Trailblazer in Their Industry

In the end, the leather and tanning company emerged as a trailblazer in an industry where customization was not just a preference but a necessity. AccountMate shaped and molded to fit the distinct needs of this exceptional business, proved that when faced with a unique industry and business, where no one else could address your needs, the right software could make all the difference. This unique story is a testament to the power of collaboration and customization in unlocking success.

To truly unlock the power of customization, it’s essential to work closely with experienced ERP consultants and vendors who can guide you through the selection and implementation process, ensuring that your ERP system aligns with your business’s immediate needs and long-term vision.

Are you considering a new ERP system? Contact our experts! We have local solution providers who can help you navigate the process. Contact us now or call 707-774-7537 to talk to someone about your specific needs.

A Guide to Selecting ERP Software for Wholesale Distributors

Wholesale Distributors have specific needs and challenges that require industry-specific features in Enterprise Resource Planning (ERP) software. Selecting the right ERP software is a critical decision for wholesale distributors as it can significantly impact efficiency, productivity, and overall business success. Here’s a guide to help you navigate the process of selecting ERP software:

Define Your Requirements

Identify and document your key business processes. This includes order processing, inventory management, procurement, supply chain management, financials, and customer relationship management. You will also want to consider the growth of your business. Choose an ERP system that can scale with your company’s expansion.

Industry-Specific Features

Look for ERP solutions tailored to wholesale distribution. These systems often include features such as order management, demand forecasting, warehouse management, and electronic data interchange (EDI).

Integration Capabilities

Ensure the ERP system can seamlessly integrate with your existing software applications, such as accounting software, e-commerce platforms, and CRM systems. Integration reduces data silos and enhances overall efficiency.

User-Friendly Interface

Choose an ERP system with an intuitive and user-friendly interface. This helps with quicker adoption by employees and reduces training costs.

Cloud vs. On-Premises

Decide what kind of solution works best; the advancement of technology has given rise to various deployment options, each catering to specific business needs and preferences. Among the most popular choices are Software as a Service (SaaS), hosted, and on-premise accounting software solutions. SaaS has been touted as the go-to option, but most businesses don’t know that there is more than one option available to them. Hosted solutions bridge the gap between SaaS and on-premise, providing remote accessibility with greater control. On-premise accounting software is favored by larger enterprises with robust IT infrastructure and stringent data security needs.

Mobility

Consider the ability to access the ERP system remotely. This is crucial for sales representatives or employees who need to work outside the office.

Customization and Flexibility

Choose an ERP system that allows for customization to meet your specific business needs. Off-the-shelf software solutions can be powerful, but they may not always align with the unique processes and requirements of your business. So, flexibility means you can pick and choose components and request additional customization, if needed.

Data Security

Security is paramount, especially when dealing with sensitive customer and financial data. Ensure the ERP system complies with industry regulations and has robust security features.

Vendor Reputation and Support

Research the reputation of the ERP vendor. Look for customer reviews, case studies, and testimonials. Evaluate the vendor’s support services, including training, updates, and ongoing customer support.

Cost Considerations

Assess the total cost of ownership, including licensing fees, implementation costs, and ongoing maintenance. Consider both short-term and long-term costs.

Scalability

Choose an ERP solution that can grow with your business. Ensure that the system is scalable and can accommodate increased data, users, and transactions as your business expands.

Implementation Plan

Develop a detailed implementation plan, including timelines, milestones, and responsibilities. Consider a phased implementation approach to minimize disruption to your operations.

Training and Change Management

Plan for comprehensive training programs for your employees. A well-executed change management strategy can help smooth the transition to the new ERP system.

Future Upgrades and Support

Check the vendor’s roadmap for future upgrades and enhancements. Ensure that the ERP system is regularly updated to stay current with technological advancements.

Trial Period

If possible, request references from the vendor for similar businesses they have worked with. This allows you to assess its usability and functionality in a real-world setting.

By carefully considering these factors, you can make an informed decision when selecting ERP software for your wholesale business. Engage key stakeholders in the decision-making process and consult with IT professionals to ensure a smooth implementation.

Are you considering a new ERP system? Contact our experts! We have local solution providers who can help you navigate the process. Contact us now or call 707-774-7537 to talk to someone about your specific needs.