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AccountMate 10 for SQL and Express

A full ERP system designed by AccountMate Software.
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AccountMate 10 is a real-time, customizable business management and accounting solution designed to address the needs of medium-sized businesses. AccountMate takes advantage of the speed of client/server technology and the latest productivity-enhancing tools from Microsoft’s BackOffice suite of products to create an inclusive solution that is designed to help you better manage your business.

For companies who prefer to minimize IT infrastructure and the costs associated with having to purchase and maintain computer hardware, AccountMate is also available on a SaaS (software-as-a-service) basis.

There are two versions of AccountMate 10; the Express version is available for small businesses with up to 5 users and the SQL version is designed for hundreds of multiple users and larger databases. Both versions have the same look, ease of use, number of modules and are source code modifiable so a company can grow and still maintain their investment in staff training, customization, and ease of use with AccountMate.

AccountMate 10 for SQL

AccountMate 10 for SQL is a feature-rich, robust accounting and business management system. There are over 120,000 satisfied clients using AccountMate every day to effectively manage their businesses. It is designed specifically for medium-sized businesses that experience high transaction, heavy volume situations. It can accommodate hundreds of simultaneous users, providing businesses with a comprehensive fault-tolerant, real-time business management and accounting system.

Flexible and scalable, AccountMate 10 for SQL fits the way your company conducts business. Because AccountMate 10 provides access to the underlying source code, the system is modifiable, and can be adapted to fit to any business situation and process. It is modular in design, so your company need only purchase the functions that are currently required and can easily add other modules as your business evolves. The twenty modules available for AccountMate 10 for SQL deliver the vital business information your company needs to stay competitive.

All modules integrate seamlessly, with no complicated routines required to get a real-time understanding of the financial picture of your company. There are also numerous software enhancements crafted by independent developers that provide additional functionality to your system. A SQL-based database server has advantages over traditional LAN-based systems through its fault-tolerant system - all reading and writing of data files occur on the server under controlled conditions. An SQL server also optimizes performance among users. All users experience uniform high speed performance with no system slowdown at month-end or other peak periods of use. AccountMate 10 utilizes Microsoft’s SQL database server to insure that your investment is for the long term - with superior scalability, uptime performance, and data security. And with a database that is only limited by hardware, your business can effortlessly and safely archive historical data.

Accountmate 10 for SQL Includes these Powerful Features:

  • Modifiable source code provides the ability to adapt AccountMate to the way you do business
  • Flexibility in line item entry permits inventory items to be arranged in an order that matches your business processes
  • The functionality, security and speed of a Microsoft SQL database
  • Drill-down analysis permits instantaneous viewing of cash flow details
  • Custom report capabilities with Crystal Reports® and F9™ software
  • Dynamic integration with popular office software and CRM packages such as Microsoft Office® and Goldmine®
  • Multi-lingual capabilities support worldwide operations
  • Multi-currency feature enables transactions in any currency
  • Network-ready, supporting up to hundreds of simultaneous users
  • Multiple software programs created by independent developers that provide additional functionality to your system
  • Seamless upgrade path from AccountMate 10 for Express
  • Unlimited database size eliminates concerns about archiving historical data
  • Integrated Customer Relationship Management (CRM)

AccountMate 10 for Express

AccountMate 10 for Express provides small enterprises the functionality of a full-featured business management and accounting system similar to those used by large corporations, along with the power and flexibility to meet the special needs of an evolving company. It is designed specifically for small businesses that require a robust, flexible and economical business management and accounting system. Because AccountMate 10 provides access to the underlying “source code,” the system is modifiable, and can be adapted to fit any business situation and process.

AccountMate 10 for Express is modular in design, so your company needs only to purchase the functions that are currently required. You can then add other modules as your business evolves. The twenty available modules for AccountMate 10 for Express have real-time functionality, providing you with the mission critical data your business needs to stay competitive. The modules integrate, so there are no complicated routines required to get a real-time understanding of the financial picture of your company. There are also numerous software enhancements crafted by independent software developers that provide additional functionality to your system.

AccountMate 10 for Express can support up to five simultaneous users. As your company grows, you can easily upgrade to AccountMate 10 for SQL without additional investment in staff training or customization. It also provides the stability and speed of an SQL database with minimal expense. An SQL-based database server has advantages over traditional LAN-based systems through its fault-tolerant system - all reading and writing of data files occur on the server under controlled conditions. An SQL server also optimizes performance among users. All users experience uniform high speed performance with no system slowdown at month-end or other peak periods of use.

Accountmate 10 Express Includes these Powerful Features:

  • Modifiable source code provides the ability to adapt AccountMate to the way you do business
  • Flexibility in line item entry permits inventory items to be arranged in an order that matches your business processes
  • The functionality, security and speed of an SQL database without the expense
  • Drill-down analysis permits instantaneous viewing of cash flow details
  • Dynamic integration with popular office software and CRM packages such as Microsoft Office® and Goldmine®
  • Custom report capabilities with Crystal Reports®
  • Multi-lingual capabilities support worldwide operations
  • Multi-currency feature enables transactions in any currency
  • Network ready, supporting up to 5 simultaneous users
  • Multiple software programs crafted by independent developers that provide additional functionality to your system
  • Large two gigabyte database
  • Seamless upgrade path to AccountMate 10 for SQL
  • Integrated Customer Relationship Management (CRM)

AccountMate Software-as-a-Service

With AccountMate’s Software-as-a-Service (SaaS), you can minimize your IT infrastructure and costs associated with having to purchase and maintain computer hardware. SaaS is a viable option for those who decide that a remote access strategy is more practical than having an on-premise Business Financial System suite. The same AccountMate intuitive user interface is available through a monthly software rental option. Your financial systems are housed from a secure environment—safe from fire, theft, flood and natural disasters—and can be accessed 24/7. AccountMate’s SaaS option still offers customization through AccountMate Solution Providers. AccountMate’s SaaS allows you to focus on your core business rather than worrying about the overhead of running a data center.

AccountMate SaaS Benefits

  • Fully customizable functionality
  • Secure data environment
  • Easy growth
  • Level costs
  • Off-site remote access
  • Eliminate system downtime
  • Data storage, backup, and system monitoring

Accounts Payable

No matter how profitable a company is, without a premier Accounts Payable system it can still lose money. With AccountMate’s Accounts Payable, you can avoid duplicate invoices and late payments, require that invoices entered into the system be supported by purchase orders, and automatically take early-payment discounts. AccountMate can manage payments for all types of 1099 vendors and print applicable 1099 forms. And when integrated with AccountMate’s Purchase Order module, you have a complete vendor and purchasing system that will enhance your ability to manage your vendor base and valuable financial resources.

Accounts Receivable

With AccountMate’s Accounts Receivable module, you have the power of a complete invoicing, receivables, customer and inventory management system, so you can always provide customers with prompt service. Pricing Control, Sales Order and Inventory Item Specification can be integrated with Accounts Receivable to create a complete order entry, billing and receivables system, providing better management of your customers and your valuable inventory.

Bank Reconciliation

Keeping an accurate tab on your cash flow is an important part of your business and AccountMate’s Bank Reconciliation module makes it a breeze. With the Bank Reconciliation module you can record disbursements, receipts and bank transfers not recorded through other AccountMate modules; indicate which receipts, disbursements and transfers have cleared their banks; and then reconcile their book entries to their bank statements. You can also set up and amend bank accounts and define the currency in which transactions will be shown for each bank account, keeping you informed on the real-time cash position of your company.

Business Intelligence

AccountMate’s Business Intelligence is a powerful query and reporting tool that enables you to analyze ALL of your business data from any angle you wish, including non-AccountMate application data. Benefits include faster reporting cycles, higher quality information, sophisticated data analysis capabilities, better data on customer buying behavior, and improved end-user productivity.

Consolidated Ledger

AccountMate’s Consolidated Ledger brings easy-to-use features to financial consolidations, providing the ability to quickly combine each different company’s account balances and budget information into a single unified ledger to present consolidated financial statements and other reports.

Contact Manager

AccountMate’s Contact Manager is a full-featured contact management software program that helps professionals manage the total business cycle more productively and efficiently. Contact Manager fully optimizes Microsoft BackOffice to provide a complete, automated contact management system that offers an all-in-one solution for managing multiple contacts.

Customer Inventory Manager

With AccountMate’s Customer Inventory Manager you can integrate your business more closely with your customer’s business, resulting in higher customer satisfaction. Many customers want to use their own inventory item numbers, descriptions and units-of-measurement when placing orders and when receiving and being billed for products and services. With AccountMate’s Customer Inventory Manager, you can easily cross-reference inventory item numbers, descriptions and units-of-measurement with your customer’s, as well as automatically updating prices. The Customer Inventory Manager integrates seamlessly with AccountMate’s Accounts Receivable and Sales Order modules.

Customer Relationship Manager (CRM)

INFOtrac for AccountMate is fully integrated with AccountMate’s accounting software. Non-accounting users can view any accounting data you allow along with detailed contact information. The Quotation module allows quotes or bids to be created from INFOtrac that can be converted into orders with one button by your Customer Service personnel. This avoids any chance of order entry errors.

INFOtrac for AccountMate manages and reports on every interaction entered for a prospect, client, supplier, contact or branch office. It will even schedule the next appropriate interaction - enabling exceptional account management and customer service. With just a glance, you can view all the past interactions with each contact providing the ability to track activity, issues and interactions with all your clients.

Fund Accounting

In addition to the standard General Ledger features, enabling AccountMate’s Fund Accounting features facilitates not only the specific reporting needs of the not-for-profit company, but also provides the tools necessary to provide a detailed accounting of funds furnished by sources which require special handling of those funds.

General Ledger

AccountMate’s General Ledger gives you maximum control in the management of all of your accounting transactions. Whether setting up and maintaining a chart of accounts, generating financial statements and reports, or creating journal entries and budgets, AccountMate General Ledger provides top-flight power and performance to keep you in control of your financial data.

Inventory Control

With AccountMate’s Inventory Control you have the power of a complete inventory management system, including the ability to define each inventory item’s cost method, unit-of-measurement, warehouse and bin location; assign serial numbers to inventory items; define multiple substitutes for an item; record transfers of units from one item to a similar item, or to the same item in a different warehouse; list all the vendors that supply a particular item, or all the items supplied by a particular vendor; copy inventory items to another company; and facilitate physical inventory counts.

Inventory Specification

If you need easy, quick and accurate management of your goods for sale, AccountMate’s Inventory Specification module is an excellent tool to have on hand. This module allows you to create categories for inventory items, such as size, color, weight and texture, and then to track and price them by each category created. This provides you with the ability to quickly suggest a similar item when the desired specification is not available, thereby keeping sales strong. Standard item specifications can be applied to any inventory item. Inventory Specification is integrated with the Inventory Control, Sales Order, Accounts Receivable and Purchase Order modules.

Kitting

With the AccountMate’s Kitting module, you can add the power of kitting to your Inventory Control module, creating and managing groups of inventory items packaged together as kits (such as the components of a computer system) and sold to others for assembly. Kitting integrates with the AccountMate’s Accounts Receivable and Sales Order modules.

Lot Control

With AccountMate’s Lot Control module, you can add the power of a complete lot control system to your Inventory Control. You now have the ability to track units of lot-controlled items from purchase or production through inventory and sale, as well as recording each lot-controlled unit’s expiration date. Lot Control integrates with the AccountMate’s Accounts Receivable, Sales Order and Purchase Order modules.

Manufacturer’s Inventory

With AccountMate’s Manufacturer’s Inventory module, you can easily and efficiently create work orders and explode jobs into virtually unlimited levels of raw material, labor, machine and subassembly components.

Payroll

With AccountMate’s Payroll, you can set up records for salaried, hourly and time card/piece work employees, as well as for independent contractors, and pay them over a variety of pay periods, according to their pay/employment status. Within this flexible system, deductions can be withheld using a variety of methods. For instance, salaried and hourly employees can be paid using default hours, rates and deductions. Additional payments, such as bonuses, can be entered for any employee and paid on the same or separate checks. The system automatically calculates payroll taxes and prints payroll tax returns, W-2 forms and 1099 forms. Using the Payroll module, employee and federal tax deposit payments can be made electronically.

Price Control

If you resell inventory and you need the ability to set up a complex pricing structure easily and quickly, the AccountMate’s Pricing Control module is an excellent tool to have on hand. The module’s features include price maintenance in one menu location, unlimited simultaneous pricing by quantity and price code, the ability to set up minimum prices for inventory items and a customer price paid default option. The module is also ideal for making quick and easy changes to inventory prices without spending hours on data entry. Pricing Control is integrated with Sales Order, Accounts Receivable and Inventory Control.

Purchase Order

With the AccountMate’s advanced Purchase Order module, you have better control over your full range of purchasing activities. For instance, you can password-protect purchase order functions. You can select the option to automatically accrue the liability for purchases at the time goods are received, instead of waiting to post the liability through Accounts Payable. You have complete flexibility and control. For each purchasing decision, you always have an abundance of information about each inventory item at your fingertips, enabling you to select the right item, every time. It also enables you to define which items are for resale and which items (such as office supplies) are solely for in-house use. And when your Purchase Order system is integrated with AccountMate’s Accounts Payable, you can require that accounts payable invoices be supported by purchase orders before being entered in the system. This level of control is unsurpassed in the mid-market.

Return Merchandise Authorization

The AccountMate’s Return Merchandise Authorization (RMA) module provides you with the added convenience of facilitating the recording of transactions related to sales returns from customers. With the RMA module, you can create RMA Orders, as well as record important tasks such as receipts of sales returns and shipments of replacement or substitute items. While performing these functions, AccountMate automatically updates the inventory on-hand quantity, as well as customer balances. Likewise, it automatically calculates the resulting gain or loss from inventory replacements, or substitute items. It can generate Sales Returns Invoices. With unlimited Return Codes, you are given multiple Return Actions to choose from.

Return to Vendor Authorization

The AccountMate’s Return To Vendor (RTV) module offers you an accurate and comprehensive system to manage purchase returns to vendors. With this system, you can create RTV Orders, as well as record important tasks such as shipments of purchase returns and the receipt of substitute or replacement items. While performing these functions the Accounts Payable balances updates, the on-hand inventory quantity automatically updates and a Serial # or Lot # is assigned to items received as substitute or replacement items. AccountMate also computes the gain or loss resulting from replacements or substitute items. With unlimited Return Codes, you are provided with multiple Return actions from which to choose.

Sales Order

In our increasingly competitive marketplace, customers demand rapid response when placing orders for products and services. Your ability to process these requests in a timely and effective manner is essential to earning your customers’ trust. With the AccountMate’s Sales Order module, you have the power of a complete order entry, customer and inventory management system at your fingertips so that you can always provide your customers with prompt service on demand. And when integrated with the AccountMate’s Accounts Receivable module, you receive a complete billing and receivables system that will further enhance your ability to manage your customer base and your valuable inventory.

System Manager

AccountMate’s System Manager is the control center for the entire AccountMate accounting system, and must be installed in order to run any of the AccountMate modules. AccountMate’s System Manager controls the system environment and setup, on-line help, multi-level password security, printer setup, module and company selection, system date and all pop-up menus. It also initializes the system and has multilingual capability. AccountMate System Manager delivers enhanced efficiency, productivity and security to any business.

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