AccountsMate Release – May 2021

Introduction

 

AccountsMate is Pimbrooks enhanced query tool for Sage 50 and is available free of charge as part of our Sage 50 support service, for more details including a demonstration video see this link -> AccountsMate For Sage 50 Overview

A new version of AccountsMate has been released. This is the 2nd release and is another significant update that will allow you to

  • age debtors and creditors by different methods (i.e. due date),
  • look at your sales despatches and purchase deliveries (which is not easy in Sage 50)
  • drill into related data on your products, such as sales, purchases, despatches, deliveries and adjustments.
  • sort your nominal information in “chart of account” order and view by quarter or week (as well as year and month).

The following Highlights section summarises the release features and for more information see the Details section.

 

Highlights

 

The main changes in this release are:

  1. Overview, Customer and Supplier Enquiries improved to allow multiple aged debt methods (e.g. by period, transaction date or due date) and a selected aging date. Also added an Overdue column.
  2. Nominal Data Analysis Enquiry improved by adding Quarter and Week columns.
  3. New Sales Despatch Enquiries – under Sales Order Enquiry to show despatches for a sales order and from the menu to enquire on all Sales Despatches.
  4. New Purchase Delivery Enquiries – under Purchase Order Enquiry to show deliveries for a purchase order and from the menu to enquire on all Purchase Deliveries.
  5. Product Enquiry enhanced to show associated sales, purchase, delivery, despatch and adjustment information.
  6. Nominal Enquiries enhanced to allow sorting of nominal accounts in chart of accounts sequence (i.e. P& L – Sales, Cost, Overheads, etc.).
  7. A number of performance enhancements and fixes (e.g. faster handling of larger data sets)..
  8. Management improvements (e.g. restricting new companies in roles).

 

The following short video shows these -> AccountsMate May 2021 Release

 

 

Details

 

Updating

The new version of AccountsMate will be downloaded automatically the next time a user opens the application,  just accept all questions and the software update will be installed (note, you will have to have administrator permissions for the PC).

 

Versions

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

  • AccountsMate Console 1.4.0
  • AccountsMate Plugin 1.7.0

 

Technical List of Changes

AccountsMate Console 1.4.0

 

Role Maintenance
When adding new roles all existing companies are excluded from users by default, they must be manually added via Menu configuration maintenance.

Company Maintenance
Each new company is now excluded by default from existing roles.

General
Change control of System Administrator mode.

 

AccountsMate Plugin 1.7.0

 

Overview/Customer/Supplier Enquiries
Now displays Ageing of the current debt via two new Current/Future columns.
To calculate where the debt resides, Ageing Criteria has been added that calculates it based on Account Terms which is as seen in Sage50 or Due Date or Transaction Date.
Now displays an Overdue column showing values of accumulated unpaid transactions whose due date has passed based on the ageing date.

Customer Sales Orders Enquiry
New Despatch tab added to the details panel that shows despatch details for the Sales order selected.

Customer Transaction Enquiry
Fixed bug where if a large number of transactions where requested it slowed the loading of data into the data grid.

Supplier Transaction Enquiry
Fixed bug where if a large number of transactions where requested it slowed the loading of data into the data grid.

Customer Sales Order Despatch Enquiry
New form created to enquire on Customer Despatches.

Product Enquiry
Now shows associated data for sales/purchase/delivery/despatch/adjustment in a details panel at the bottom of the form.

Supplier Purchase Order Delivery
New form created to enquire on Supplier Deliveries.

Nominal Transactions Enquiry
Sorting on the Category Name/Type/Title columns, the data is sorted as defined by COA sort order.

Nominal Codes Enquiry
Sorting on the Category Name/Type/Title columns, the data is sorted as defined by COA sort order.

Nominal Transaction Analysis
Sorting on the Category Name/Type/Title columns, the data is sorted as defined by COA sort order.
Two new columns Quarter and Week columns have been added that enable the user to review data over those time periods.

General
Fixed bug in all forms where saving a new layout could over writing existing layouts in certain circumstances.
Fixed bug in all forms that displays an account balance, where when the cell is selected the formatting was lost.
Fixed bug in all forms where the columns where not having “Best Fit” applied to detail grids.
Fixed bug in all forms where it was always prompting the user to save layout even if the layout had not been changed.
In all forms with grids, when a column is sorted now makes sure the first grid line is always visible.

Build and maintained by Modus.