December 31, 2008

Customer Internet Interface

You can now import meter readings directly from Kyocera machines.  Click the Web menu, Get Meter Readings, From Kyocera Email.  You can also import readings directly from the RCS generated request for meter readings.  When importing, the meter readings go directly to the "enter readings" area of the contract billing system and you do not have to manually enter the readings.

If your product line can send emails (or spreadsheets) of meter readings, send us some examples so they can be added to the import menu.

Payroll

The new payroll is now ready.

You can now have unlimited withholdings, expenses, and deductions.

You can print time card labels, enter hours from time cards and even import time card data from clocks that will export the time card information by employee.  The time card data is kept with the check history if you ever need to review it again.

Store a picture of the employee and print employee name badges ready to be laminated.

Maintain absences.  For example, allocate hours to vacation, sick, etc.  As the hours are used, it will reduce the allocation.  Easily see how much time an employee has left for paid leave.  Add leave allowances either individually or globally.  For example, add 20 hours vacation time to every employee or reset the vacation time to 20 hours.

The payroll can now be used for other countries besides the US.  The payroll calculations are actually kept in a spreadsheet that is executed by the program for each withholding, expense, and deduction.

There is a conversion process.  Call or email our support department to guide you thru the conversion process.

Accounts Receivable

When invoicing for a drop ship item and you set the printable item number on the purchase order, the system will add the vendor and  printable item to the alternate suppliers for the item.  The next time you order from that vendor, their item will be the printable item number.

Purchase Order

The alternate supplier table is now being updated as purchase orders are received and you enter the vendor's item number in the printable item area of the purchase order detail.  (See accounts receivable above).

General Ledger

Added an accounts receivable audit function under journal entries.  This will compare the accounts receivable transactions to the posting entries to the accounts receivable general ledger number by day.  These two entries should be the same, but in you create an invoice on Monday and run the invoice register on Tuesday, it will be different since the journal entry to the general ledger system happens on the invoice register.  If you print invoice now, the journal entry will be on Monday.

Service

Text messaging has now been moved to the main service program.  You do not need to run the separate text messaging program. You can set the text messaging values by going to Service/Contract billing, Other, Options.  There is a tab for text messaging now.

Sales Prospecting

The salesrep statistics report graph has been re worked into the latest graphing routines.

Financial Manager

New analysis reports and graphs have been added to the financial manager section.

Calculate profitability by list.  Used to find our which customers are below or above a profitability percent.  This can be done by equipment, service, other, or total profitability in the date range

Previous list.  Display the previous list created.  The list is saved by station.

Analyze customer.  Will graph and show details of equipment, service, other, and total profit by customer.  Search for a specific customer, click the analyze button on the display customer, or double click on a customer from the list above.

Top/Bottom customers.  Find your top or bottom customers in terms of sales.  You can find top count or percent.  For example, 10 count to give the top 10 customer (or bottom 10).  Use 10 percent to find top or bottom 10 percent.

First time customer.  This report gives you any customers whose first sale was in the date range.  The screen will display that first invoice.

Returning customers.  This report gives you customers who made a purchase in a given date range where the last purchase was in a different date range.

Sales graph snapshot.  Gives a graph and details of total sales, by rep, by category, and by rep/category for each of the previous 24 months.

Cost graph snapshot.  Gives a graph and details of total costs, by rep, by category, and by rep/category each month for the previous 24 months.

Profit graph snapshot.  Same as above but for profit.

Inventory Analysis.  Shows inventory usage for a date range by category detailing price, cost, and profit.

Service Manager

New analysis and graphs have been added to the service manager section.

Tech call analysis.  Shows calls, partial completes, call backs, average repair, average travel, average miles per day for techs in a given date range.  This can be graphed as well.  Double click on the column heading to graph that one column.

Machines with no service.  All machines that have not had a service call since a given date.

Excessive Calls.  Machines that have had more than the give service calls in the given date range.  For example, all machines that have had 4 calls in the last 35 days.

Create Survey List.  Send an email survey to customers that have had a service call in the date range.  The email survey is created as an email template in the sales prospecting section.

Previous Newsletters

Click on a link to view previous newsletters

Subscription Request