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AccountsMate Release – March 2021

Written by Eamon on .

Highlights

A new version of AccountsMate has been released. This includes the following main changes.

  1. New Nominal Account, Nominal Transaction and Nominal Data Analysis Enquiries (exposes Profit & Loss and Balance Sheet data).
  2. New Customer Quotation Enquiry.
  3. New Customer Invoice & Credit Enquiry.
  4. New Supplier Purchase Order Enquiry.
  5. Customer Transactions Enquiry improved to add name and aging by due date columns.
  6. Supplier Transaction Enquiry improved to add aged by due date column.
  7. Fixes and enhancements to performance (e.g. correct sales profit calculation, multi-company management, more information on license).

 

A video showing these highlights with ideas on how to use them can be seen here -> AccountsMate March 2021 Release Highlights

 

 

Details

 

Updating

The new version will be downloaded automatically the next time a user opens AccountsMate, just accept all questions and the software update will be installed.

 

Versions

To check if you are using the new software, check the versions under Help – About, they should be as follows.

  • AccountsMate Console 1.3.0
  • AccountsMate Plugin 1.5.0

 

Technical List of Changes

AccountsMate Console v1.3.0

 

About Form

  • Now shows the Sage50 version.
  • Only displays single version entry for AccountsMate plugin, rather than by function.

 

Company Change Form

  • To change the existing Company working on no other forms can be open.

 

License Maintenance Form

  • If not an application/organisation administrator, then block access to the form.
  • Form loading speeded up.
  • Can now import license details.
  • Can now copy licenses.
  • Summary added that shows a count of current licenses.
  • When creating an installation string Accounts Type is now defaulted to Sage50
  • Fixed bug where changes to data in property sheet were not being reflected in the grid.
  • Can now filter/sort and export data if in System Administrator mode
  • Fields Account Ref, Type, Reference added.

 

Application Start-up

  • Changed so that if the current license is going to expire in 30 days, indicate if there is a new license that is going to become active or if the software will become un-usable.
  • Message changed when prompting the user if they are Organisation Administrator where one does not exist.

 

General

  • Change system administration mode access.
  • Fixed bug that now clears Menu Security locks for the current user when they enter menu mode.

 

System Options Form

  • Fixed bug where if prompted for administrator password it would still save the details entered even if the user selected ‘Cancel’.

 

User Maintenance Form

  • Fixed bug where a System Administrator could not update the expiry date.
  • Fixed bug where the ‘force logout’ option should only be enabled if System/Organisation Administrator.
  • Fixed bug where changes to data in property sheet were not being reflected in the grid.

 

Company Maintenance Form

  • Fixed bug where an Organisation Administrator could not add/delete Companies.
  • Fixed bug where changes to data in property sheet were not being reflected in the grid.

 

 

AccountsMate Plugin v1.5.0

 

Customer Transactions

  • New fields Aged by Due Date and Aged by Date that based on the due date/transaction date and set to Current, 30, 60, 90 ,120+ for outstanding transactions or ‘Not Aged’ if not outstanding.
  • Customer Name now part of default layout.

 

Quotation Form

  • New form showing Customer quotations.

 

Sales Analysis Form

  • Type criteria now defaults to include credits rather than excluding.
  • New fields Aged by Due Date and Aged by Date that based on the due date/transaction date and set to Current, 30, 60, 90 ,120+ for outstanding transactions or ‘Not Aged’ if not outstanding.
  • Fixed bug where Profit was being calculated incorrectly.

 

Supplier Transactions Form

  • New fields Aged by Due Date and Aged by Date that based on the due date/transaction date and set to Current, 30, 60, 90 ,120+ for outstanding transactions or ‘Not Aged’ if not outstanding.

 

Purchases Analysis Form

  • New fields Aged by Due Date and Aged by Date that based on the due date/transaction date and set to Current, 30, 60, 90 ,120+ for outstanding transactions or ‘Not Aged’ if not outstanding.

 

Nominal Form

  • New function that allows a user to enquire on Nominal account data.

 

Nominal Transaction Form

  • New function that allows a user to enquire on Nominal Transactions.

 

Nominal Data Analysis Form

  • New function that allows a user to analyse Nominal Transactions by COA.

 

Customer Sales Invoices and Credits Form

  • New function that allows a user to enquire on a Customer’s Invoices and Credits

 

Supplier Purchase Order Form

  • New function that allows a user to enquire on a Supplier’s Purchase Orders

 

Initial Installation

  • The installer can now change the Sage50 user/name password at Company level if required when setting up Companies.