Tag Archives: erp software

AccountMate 13.2 for SQL and Express Release is Now Available

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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.

A Guide to Navigating ERP Software Selection for Canadian Manufacturing Companies

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Selecting the appropriate ERP software for your Canadian manufacturing company requires careful consideration, especially with the diverse needs and intricacies of the industry. This guide is crafted to offer a framework, specifically tailored to aid Canadian manufacturing companies in making well-informed decisions when choosing ERP solutions.

Thorough Needs Assessment: Kick off your ERP selection journey by conducting a comprehensive assessment of your company’s unique requirements. Determine pain points, operational inefficiencies, and areas ready for improvement. Consider aspects such as inventory management, production scheduling, supply chain integration, regulatory compliance, and financial management. Engage key stakeholders across departments to ensure all functional areas are adequately addressed.

Industry-Tailored Functionality: Manufacturing is a multifaceted sector with distinct processes and workflows. It is crucial to seek out an ERP solution customized for the manufacturing industry, offering features such as Bill of Materials (BOM) management, work order tracking, quality management, and product lifecycle management (PLM). Ensure the software can accommodate your specific manufacturing processes or at least be customized to your needs.

Scalability, Flexibility, and Multi-currency Support: As your manufacturing business evolves and expands, scalability becomes imperative. Choose an ERP system that can seamlessly scale alongside your company’s growth trajectory without significant disruptions. Prioritize flexibility to accommodate shifts in market demands, technological advancements, and regulatory requirements. Additionally, for Canadian companies engaged in international trade, robust multi-currency support is crucial to facilitate transactions and financial management across borders.

Built-In Translations: The ability to communicate effectively in multiple languages has become a critical aspect of business operations. Incorporating translation capabilities into ERP software offers several significant advantages for Canadian manufacturing companies, including streamlining multinational operations, enhancing user adoption and productivity, supporting compliance and regulatory requirements, improving customer service and satisfaction, and expanding market reach.

Integration Capabilities: Effortless integration with existing systems and third-party applications is vital for optimizing efficiency and data flow across your organization. Ensure the ERP software can seamlessly integrate with your Customer Relationship Management (CRM), eCommerce platform, Warehouse Management System (WMS), and other mission-critical applications. Look for open APIs (Application Programming Interfaces) and robust integration capabilities to facilitate smooth data exchange.

Incorporating Taxation Data: Taxation is a critical aspect of financial management for manufacturing companies in Canada. Taxation is incredibly complex and ever evolving, so managing taxation data accurately and efficiently is essential for compliance, financial planning, and overall business success. Ensuring there are taxation capabilities in an ERP software means that you can be sure your company is compliant with tax regulations, optimized for tax planning, streamlining tax documentation, and reporting, and facilitating cross-border transactions properly.

Data Security and Compliance: Manufacturing companies handle sensitive data, including intellectual property, customer information, and regulatory data. Prioritize ERP solutions with robust data security features such as role-based access control, data encryption, and regular security updates. Additionally, ensure the software complies with industry regulations and industry-specific standards for quality management, as well as Canadian tax regulations.

User-Friendly Interface and Training: User adoption is pivotal to the success of any ERP implementation. Opt for a system with user-friendly navigation to minimize training requirements and facilitate widespread adoption across your organization. Evaluate the availability of training resources, user manuals, and customer support services to assist employees in mastering the software efficiently.

Vendor Reputation and Support: Selecting a reputable ERP vendor with a proven track record in the manufacturing industry is critical. Assess vendors based on their experience, industry expertise, and customer references. Consider factors such as vendor stability, ongoing support services, and the availability of software updates and patches. Engage in discussions with prospective vendors to assess their responsiveness, alignment with your business goals, and long-term partnership potential. And don’t be afraid to ask questions!

Total Cost of Ownership (TCO): Evaluate the total cost of ownership over the software’s lifecycle, encompassing implementation, licensing fees, customization, maintenance, and support costs. Compare pricing models to determine the most cost-effective option for your manufacturing company. 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 software. Factor in potential ROI (Return on Investment) through productivity gains, cost savings, and revenue growth enabled by the ERP solution.

User Reviews and Recommendations: Leverage user reviews, case studies, and recommendations from peers in the manufacturing industry to gain insights into the performance and suitability of different ERP solutions. If you want to look for reviews online, platforms like G2 and Capterra offer user feedback and ratings to aid your decision-making process. Additionally, you can seek recommendations from industry associations, trade shows, and networking events attended by fellow manufacturers.

Selecting the right ERP software is a pivotal decision that can significantly impact the efficiency, competitiveness, and long-term success of Canadian manufacturing companies. By following this comprehensive guide and conducting thorough research, you can identify ERP solutions that align with your company’s unique needs, goals, and growth trajectory. Prioritize industry-specific functionality, scalability, integration capabilities, data security, user-friendliness, vendor reputation, multi-currency support, taxation compliance, and total cost of ownership to make an informed choice that propels innovation and value in your manufacturing operations.

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 in Canada who can help you navigate the process. Contact us now or call 707-774-7537 to talk to someone about your specific needs.

AccountMate: Cultivating a Culture of Reliability and Customer Excellence

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In the realm of business software solutions, reliability and customer service are critical. Established in 1984, AccountMate has become synonymous with dependable software solutions and unparalleled customer support. However, it’s not just our products that set us apart; it’s the deeply ingrained company culture that fosters loyalty, both from employees and clients alike.

At the core of AccountMate’s success lies our unwavering reliability. For decades, businesses have relied on AccountMate’s software to streamline their operations and manage their finances effectively. Whether it’s accounting, inventory management, or enterprise resource planning (ERP), AccountMate’s solutions have proven time and again to be robust and dependable. This reliability is not just a byproduct of our products; it’s a fundamental aspect of our organizational principles.

One of the most striking aspects of AccountMate’s company culture is its ability to retain employees long-term. In an industry notorious for high turnover rates, AccountMate stands out as an exception. Most of the employees at AccountMate have been with the company for over 10 years! AccountMate employees truly enjoy what they do, and AccountMate invests in its employees. This investment not only benefits the individual but also contributes to the company’s success by ensuring a highly skilled and motivated workforce.

However, the most significant aspect of AccountMate’s company culture is its unwavering commitment to customer service. For AccountMate, every employee is empowered to go above and beyond to ensure client satisfaction. This dedication to excellence is ingrained in every aspect of the company’s operations.

One hallmark of AccountMate’s customer service is consistency. At AccountMate, clients can interact with the same person they previously interacted with. Unlike many companies where clients are passed from one department to another, at AccountMate, clients have a single point of contact who understands their needs intimately. This personalized approach not only enhances the client experience but also fosters trust and long-term relationships.

Bill Bailey, AccountMate’s Director of Sales, recounts his experience working for AccountMate for the last 25 years: “There are many things I like about working for AccountMate Software. I like the collaboration with the owners and coworkers when creating a program, policy, or a promotion.  I really like the working relationship that has developed between David Dierke, our President & CEO, and myself.  It is honest, transparent, open; we can have a dialogue about any issue, any challenge or just life.  He works to ensure my success and the success of the team I lead.  I have been and continue to be mentored by him, which has allowed me to grow here at AccountMate and other areas of my life.”

In an era where businesses often prioritize short-term gains over long-term relationships, AccountMate’s steadfast commitment to customer service sets us apart. Clients know that when they reach out to AccountMate, they will be met with professionalism, expertise, and a genuine desire to help.

AccountMate’s company culture is a testament to the power of reliability, employee engagement, and customer excellence. By prioritizing these core values, AccountMate has not only built a thriving business but also cultivated a loyal customer base and a dedicated workforce. As businesses continue to navigate an increasingly competitive landscape, AccountMate serves as a shining example of how a strong company culture can be a cornerstone of success.

AccountMate has 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.