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Software Update

Playing favorites…check out these AM and CM features

by Payton Shaw, Accounting Master Software Support Representative,
and Linda Lemon, Training/Conversion Analyst II

If you’ve had an opportunity to read the Accounting Master and Customer Master Executive Summaries for the 2020 releases, you know both versions of the products are filled with wonderful new features. While there are a lot of new things to try and utilize, we wanted to point out a couple of our favorite features you need to check out!

Accounting Master – Managing Deductions
A helpful new option was added in Accounting Master 20.1 to make it easier to manage deductions.

From the Pay Type screen, there is now a checkbox to Waive All Deductions. When checked, the pay type will be removed from all deduction codes for the Payroll Company. Users have a choice of including all, or a selected pay type eligible for deductions.

This new option is an efficient way to add or edit pay types, so users aren’t having to review each deduction to exclude/include pay types.

This enhancement will be especially helpful when running bonuses if you have a pay type specifically for Bonus. By checking the Waive All Deduction option, the Bonus pay type will not be applicable for any deductions.

Customer Master – Account Restructure
The Account Restructure tool has been improved in Customer Master 20.2. Updates have been made for contracts, networks on the same account, and returned equipment/inventory.

You can now restructure an account that has no active contracts. Once the source account’s contract has been updated to expired, broken, or declined you can move the tiers in the contract to a new destination account. Once the tiers have been moved, add the contract to the destination account. The networks involved in the contract will still display on the source account’s contract for historical purposes. Networks on the same account can now be moved from one Customer tier to another. And finally, tiers with end-dated or returned equipment and/or inventory can be moved from a source account to a destination account. 

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