Current eMessage > Software Update > January 2017

Software Update

Get a great start to 2017!

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 2017 off on the right foot.

Customer Master training and support notes

Customizing Customer Master
Many of you attended the Customizing Customer Master course at MACC’s Billing and Technology Conference. We’ve since added that course to our menu of web training courses. During this session, we will instruct you in adding information to the Ribbons, Service Order and Inquiry options, Custom Grid Reports, and more.  To register, visit this page on our Client Pages.

Here is another Customer Master (and Accounting Master) tip
Several years ago, MACC introduced an option to review disconnected accounts with credit balances, and prepare those accounts for refund checks to be processed. This option is available either by using Customer Master and Accounting Master, or by using Customer Master only. The system will check for credit accounts disconnected over a specified number of days in the past.  It will review those accounts and disqualify any accounts with write offs, security deposits, pending OCCs or service orders, and more. Once the list of qualifying customers is available, the user can decide which accounts to process. Debit OCCs to bring the account to a zero balance are automatically generated. If you use Accounting Master, the information is sent over to accounts payable for checks to be printed. The account details are also sent to Accounting Master so there’s no need to re-enter names and addresses. This tool can be used in Customer Master alone (to perform the research and create the OCCs) or in combination with Accounting Master (to write the checks).

Putting this feature to work can be a real time-saver. In a recent example, implementing this process saved one company more than 24 hours of work effort each month. That’s time their office staff can work on other things such as upselling new services to customers. The other advantage is the tool nearly eliminates the possibility of human error.

If you are interested in learning more about this topic, sign up for the Customer Master Refund Interface web training course on the Client Pages.

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 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.

2017 tax tables
New Tax Tables were released for Idaho, Kentucky, Maine, Minnesota, Nebraska, New Mexico, New York, North Carolina, Oklahoma, South Carolina and the federal government. These tables are available on MACC’s Client Pages by following this link.

Aatrix tax processing support
The 2016 Tax Forms became available in Aatrix on December 12th. 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 701-746-6017 or by e-mail at [email protected].

Accounting Master Questions? We’re here to help
In January, the Accounting Master Software Support Team is available Monday through Thursday from 7:00 a.m. to 6:00 p.m. and Friday 7:00 a.m. to 5:00 p.m. Central Time. We can be reached at 402-533-5335 or [email protected].

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 patience during this busy season.