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Moving full throttle into MACC’s fall release
by Lori Bayne, Customer Master Product Owner and Stacie Finken, Accounting Master Product Owner
The Covid-19 pandemic hasn’t slowed us down…MACC’s Product Development Team has been moving full throttle and preparing for the fall release. We just wanted to highlight a few enhancements you will find in this release that will be coming out in October.
Customer Master Highlights
We have added a new enhancement for Premise Equipment
MACC’s new Premise Equipment interface allows users to assign equipment to network addresses. An example of this equipment might be the ONT (Optical Network Terminal) that is attached to the building and can be used by multiple networks to provide services at that address. Users can now pull equipment items directly from Accounting Master Inventory, or from Customer Master Premise Equipment, and store them on the service address in Customer Master to provide a seamless equipment process. With the equipment items dedicated to an address, getting equipment from the Accounting Master Inventory module to a network tier in Customer Master is as simple as assigning an address in a Service Order. Look for future training sessions on utilizing this new functionality.
New notification options
Email and text notifications have become a popular way to communicate with your customers. We have strived to provide additional notification messaging options in Customer Master over the past couple releases. In Customer Master 20.2, you will find a new notification type called “Notification to Accounts for All Payment Methods” that provides the ability to send payment notices to accounts for all payment methods. This enhancement expands payment notice capability to include Check, Cash, Credit Card, Money Order, Lockbox Check, and Lockbox Cash, Bank Collect, Other, ePay, and Third-Party payments. These notifications can be sent individually in Payment History or in mass with the Batch process.
We have also enhanced the notifications to convert the useable information fields that you can select to include in your notifications from Customer Master to mixed case. For example, the Full Name on the account will be updated to mixed case, if you select that option on the setup of that notification. If you aren’t utilizing these notifications yet, you might want to look into the capabilities you have today in Customer Master and keep in contact with your customers.
Sales Lead comments
Lastly, we’d like to throw in one more enhancement…you will be able include your Sales Lead comments in the Service Order! Many of you asked for this capability and we have added it to this release. There are many more exciting enhancements coming to you this fall, including numerous reporting changes.
Accounting Master Highlights
Credit Card Payments for AR Invoices
MACC has enhanced payments by adding one-time credit card processing to Accounts Receivable Payments. With this improvement, Accounting Master now has a link to the CDS Global portal and the ability to manage true credit card payments. Companies already utilizing credit card processing with CDS Global will need to contact their Software Support Representative for activation.
TMS-Time Clock Task Hours
Previously, Time Clock was added to TMS in an effort to help companies with employee time management. Time Clock allows employees to clock-in and out, track mealtimes, and provides edit options to managers when needed. Companies can select which employees will utilize Time Clock and choose a rounding option for time entry. MACC has enhanced Time Clock by giving users the ability to task hours to different GL account/distribution codes and edit clocked time as needed.
Update letters will be ready soon
Please contact your MACC Software Support Representative for further details and to obtain copies of the update letters that will be ready soon.
Web Self-Care has new upselling features
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CM and AM 19.2 sneak peek
Web Self-Care improvements
Real-time payments with CDS Global
eMACC Management Reports
Web Self-Care got RIPPED!
Customer Master 17.1 Highlights
WSC Reporting Options
WSC Reporting Options
Customer Master 16.2 Highlights
Accounting Master 16.2 Highlights
AM Financial Report Tools
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Accounting Master 15.2 Highlights
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