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

GENERAL LEDGER 2

Top Features in V12.3 General Ledger  Budgets - New “What if Analysis” 3

Top Features in V12.3  Sticky notes in GL 4

Top Features in V12.3  Financial Statement 99 columns, cut and paste and auto export  Financial Statement footer options 5

Top Features in V12.3  Daily quick reports by division 6

Top Features in V12.3  Statement Design report to display non linked accounts 7

ACCOUNTS RECEIVABLE 8

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Top Features in V12.3 Accounts Receivable  Service item notes & comments 10

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

Top Features in V12.3  New Contact Management 12

ACCOUNTS PAYABLE 13

Top Features in V12.3 Accounts Payable  Undo Quick Bank Reconciliation  Quick find on Bank Reconciliation 14

Top Features in V12.3  Archive Bank reconciliations. Set up in Company Profile>Options 15

Top Features in V12.3  New Supplier Inquiry Search by invoice gross and net amounts 16

Top Features in V12.3  Supplier Payment account 17

Top Features in V

Top Features in V12.3  AP Batch screen – auto fills the batch number  Preview available in AP Batch Screen 19

Top Features in V12.3  Month End AP Report to include unpaid invoices and/or to Include H/B on Paid Invoices. 20

Top Features in V12.3  Merge supplier code now includes delete option 21

Top Features in V12.3  Suppress Zero Quantities in Cash Requirements 22

PURCHASE ORDERS 23

Top Features in V12.3 Purchase orders  Force packing slip 24

COUNTER SALES 25

Top Features in V12.3 Counter Sales  Cash out - End of Day Cash drawer process  “Cash” Customer  Discounts/Deposits  Deposits & Payment 26

PAYROLL 27

Top Features in V12.3 Payroll  New calendar option in new combined time entry 28

SERVICE 29

Top Features in V12.3 Service  Spare Fields V12.2 and My Tabs 30

Top Features in V12.3  Deposits V12.2 in Service 31

Top Features in V12.3  New Dispatch Scheduler 32

Top Features in V12.3  Automatic Roll Forward 33

Top Features in V12.3  The Dispatch Scheduler allows you to customize individual dispatch views. 34

TOP FEATURES IN V Click here for the Dispatch Scheduler Videohere

Top Features in V12.3  eMobile 36

Top Features in V12.3  Enter in labour, material (inventory & non-inventory, equipment, other costs)  View or add a service item (Customer equipment) 37

Top Features in V12.3  Customer Summary Sheet – print or 38

TOP FEATURES IN V Click here for the eMobile videohere

JOB COSTING 40

Top Features in V12.3 Job Costing  Contact Management in Job Documents – Sent Log tracking 41

Top Features in V12.3  Job Document include contact management integration and sent log tracking. 42

Top Features in V12.3  Meeting minutes 43

Top Features in V12.3  Print Meeting Minutes 44

Top Features in V12.3  New change order flag for pending c/o’s 45

Top Features in V12.3  Archiving jobs & New field “estimated completed date” 46

Top Features in V12.3  Progress to date auto updates subcontractor 47

Top Features in V12.3  Record of Quotation reports 48

Equipment Management 49

Top Features in V12.3 Equipment Management  Tool Crib integration to Equipment Management 50

Top Features in V12.3  Recurring Charges 51

ADMINISTRATION 52

Top Features in V12.3 Administration  User Administration Messages 53

Top Features in V12.3  Conversion Import & Export Templates 54

Top Features in V12.3  Quick load for Activate/Deactivate Periods 55

Top Features in V12.3  Safe Exit Passcode 56

Top Features in V12.3  for employee earning statements 57

Top Features in V12.3  User event log tracks all changes in System Admin 58

REPORTING 59

Top Features in V12.3 Reporting  New Excel Tab V

Top Features in V12.3  DataMart  Automation of DataMart interface  Microstrategies Partnership 61

DOCUMENT MANAGEMENT 62

Top Features in V12.3 Document Management  Magic search for equipment 63

Top Features in V12.3  Approval History Report Customer Conference

Top Features in V12.3  eDigio Customer Conference

ETIMESHEET Customer Conference

Top Features in V12.3  About Time Integration  eTimesheet with Digio 67

Customer Conference Thank-you for Attending! Presenter – Karoline Lapko Account Manager Customer Conference