The Best of 2013 Top Features in V12.3 Presenter – Karoline Lapko Account Manager 1.

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The Best of 2013 Top Features in V12.3 Presenter – Karoline Lapko Account Manager 1

Transcript of The Best of 2013 Top Features in V12.3 Presenter – Karoline Lapko Account Manager 1.

Page 1: The Best of 2013 Top Features in V12.3 Presenter – Karoline Lapko Account Manager 1.

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The Best of 2013 Top Features in V12.3

Presenter – Karoline LapkoAccount Manager

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GENERAL LEDGER

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Top Features in V12.3General Ledger

Budgets - New “What if Analysis”

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Top Features in V12.3 Sticky notes in GL

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Top Features in V12.3 Financial Statement 99 columns, cut and paste and auto

export Financial Statement footer options

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Top Features in V12.3 Daily quick reports by division

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Top Features in V12.3 Statement Design report to display non linked accounts

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ACCOUNTS RECEIVABLE

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ACCOUNTS RECEIVABLE

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Top Features in V12.3Accounts Receivable

Service item notes & comments

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Top Features in V12.3 50 spare fields (V12.2)

2013 Customer Conference

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Top Features in V12.3 New Contact Management

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ACCOUNTS PAYABLE

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Top Features in V12.3Accounts Payable

Undo Quick Bank Reconciliation Quick find on Bank Reconciliation

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Top Features in V12.3 Archive Bank reconciliations. Set up in Company

Profile>Options

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Top Features in V12.3 New Supplier Inquiry Search by invoice gross and net

amounts

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Top Features in V12.3 Supplier Payment account

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Top Features in V12.3

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Top Features in V12.3 AP Batch screen – auto fills the batch number Preview available in AP Batch Screen

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Top Features in V12.3 Month End AP Report to include unpaid invoices and/or to

Include H/B on Paid Invoices.

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Top Features in V12.3 Merge supplier code now includes delete option

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Top Features in V12.3 Suppress Zero Quantities in Cash Requirements

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PURCHASE ORDERS

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Top Features in V12.3Purchase orders

Force packing slip

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COUNTER SALES

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Top Features in V12.3Counter Sales

Cash out - End of Day Cash drawer process “Cash” Customer Discounts/Deposits Deposits & Payment

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PAYROLL

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Top Features in V12.3Payroll

New calendar option in new combined time entry

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SERVICE

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Top Features in V12.3Service

Spare Fields V12.2 and My Tabs

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Top Features in V12.3 Deposits V12.2 in Service

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Top Features in V12.3 New Dispatch Scheduler

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Top Features in V12.3 Automatic Roll Forward

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Top Features in V12.3 The Dispatch Scheduler allows you to customize individual

dispatch views.

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TOP FEATURES IN V12.3

Click here for the Dispatch Scheduler Video

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Top Features in V12.3 eMobile

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Top Features in V12.3 Enter in labour, material (inventory & non-inventory,

equipment, other costs) View or add a service item (Customer equipment)

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Top Features in V12.3 Customer Summary Sheet – print or email

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JOB COSTING

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Top Features in V12.3Job Costing

Contact Management in Job Documents – Sent Log tracking

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Top Features in V12.3 Job Document include contact management integration

and sent log tracking.

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Top Features in V12.3 Meeting minutes

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Top Features in V12.3 Print Meeting Minutes

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Top Features in V12.3

New change order flag for pending c/o’s

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Top Features in V12.3 Archiving jobs & New field “estimated completed date”

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Top Features in V12.3 Progress to date auto updates subcontractor

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Top Features in V12.3 Record of Quotation reports

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Equipment Management

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Top Features in V12.3

Equipment Management

Tool Crib integration to Equipment Management

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Top Features in V12.3 Recurring Charges

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ADMINISTRATION

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Top Features in V12.3Administration

User Administration Messages

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Top Features in V12.3 Conversion Import & Export Templates

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Top Features in V12.3

Quick load for Activate/Deactivate Periods

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Top Features in V12.3 Safe Exit Passcode

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Top Features in V12.3 Email for employee earning statements

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Top Features in V12.3 User event log tracks all changes in System Admin

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REPORTING

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Top Features in V12.3Reporting New Excel Tab V12.2

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Top Features in V12.3 DataMart Automation of DataMart interface Microstrategies Partnership

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DOCUMENT MANAGEMENT

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Top Features in V12.3Document Management

Magic search for equipment

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Top Features in V12.3 Approval History Report

2013 Customer Conference

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Top Features in V12.3 eDigio

2013 Customer Conference

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ETIMESHEET

2013 Customer Conference

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Top Features in V12.3 About Time Integration eTimesheet with Digio

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682013 Customer Conference

Thank-you for Attending!

Presenter – Karoline LapkoAccount Manager

[email protected]

2013 Customer Conference