Current eMessageSoftware Update > January 2016 Software Update

 

Software Update

Get a great start to 2016!

By Julie Riecken, Training Support Manager and
Cindy Webster, Software Support Manager

Happy New Year! Whether you use Customer Master, Accounting Master, or both, we compiled a great set of information to help you start 2016 off on the right foot.

Customer Master training and support notes

If you currently use Customer Master’s Commissions module, or are considering implementing this feature, we have good news for you. The What’s New in Customer Master 15.2 – Commissions module web training course is now available. Visit our website to sign up.

CM 15.2 Commissions Training

Client page access required.

There is something to keep in mind if you are using Commissions. Please update your Bundle set up if you want your USP elements inside of a bundle to be eligible for commissions. On the Bundle Selection screen in the wizard, a “Commissionable” column allows you to select which bundle elements are “commissionable.”  Previously, no set up was needed on the bundle.  When you are upgraded to Customer Master 15.2, be sure to mark if you want your bundle elements to calculate commissions.

Here is another Customer Master 15.2 tip
The Reports Auto Generation tool was updated to make it easier to schedule when reports are created – even if you are not sitting at your desk to generate the report.  For example, maybe you need a report run on the first of the month, but the first lands on a Saturday.  Instead of making a point to come in the office, schedule the report to be generated while you’re absent, and it will be there for you to review when you return.  Your Software Support Representative will need to install an executable on your server for this timed service to run. Once this step is complete, you will be able to schedule some of your favorite reports to auto-generate.

If you have questions on any of these Customer Master issues, please be sure to contact your Software Support Representative, or take the What’s New in Customer Master 15.2 web training to learn about all the exciting new features.

What’s New in CM 15.2 Training

Client page access required.

Accounting Master training and support notes

As tax season continues and year-end tasks are underway, here are some reminders relating to Accounting Master:

Accounting Master Year-End
We have created documentation to help walk you through the year-end processes. This documentation will assist with Creating the New Fiscal Year, Benefit Reset, Employee Deduction Rate Changes, Year -End Close, etc. To download a copy of the documentation, please follow this link.

Year-end Accounting Documentation

Client page access required.

2016 tax tables
New Tax Tables were released for California, Kentucky, Maine, New Mexico, New York, Oklahoma and the federal government. These tables are available on MACC’s Client Pages by following this link.

Tax Table Information

Client page access required.

Aatrix tax processing support
The 2015 Tax Forms became available in Aatrix on December 18th. In addition to MACC’s Accounting Master Software Support Representatives, Aatrix representatives will also be available to answer your Aatrix Wizard questions. They can be contacted by phone at 701-746-6017or by e-mail at support@aatrix.com.

Accounting Master Questions? We’re here to help
The Accounting Master Software Support Team is available Monday through Thursday from 7:30 a.m. to 6:00 p.m. and Friday 7:30 a.m. to 5:00 p.m. Central Time. We can be reached at 402-533-5335 or MACCaccountingreps@maccnet.com.

Please keep in mind we expect our call and e-mail volume to pick up throughout the month of January. While we try our very best to answer phone calls and e-mails immediately, there may be times you need to leave us a message. By providing as much information as possible in either a voice mail or an e-mail, you will help us better prepare to give you an accurate and thorough answer. We appreciate your business and your patience during this busy season.

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Software Update Archive

December 2015
Accounting Master year-end notes