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

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Presentation on theme: "The Best of 2013 Top Features in V12.3 Presenter – Karoline Lapko Account Manager 1."— Presentation transcript:

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

2 GENERAL LEDGER 2

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

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

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

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

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

8 ACCOUNTS RECEIVABLE 8

9 9

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

11 Top Features in V12.3  50 spare fields (V12.2) 11 2013 Customer Conference

12 Top Features in V12.3  New Contact Management 12

13 ACCOUNTS PAYABLE 13

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

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

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

17 Top Features in V12.3  Supplier Payment account 17

18 Top Features in V12.3 18

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

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

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

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

23 PURCHASE ORDERS 23

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

25 COUNTER SALES 25

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

27 PAYROLL 27

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

29 SERVICE 29

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

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

32 Top Features in V12.3  New Dispatch Scheduler 32

33 Top Features in V12.3  Automatic Roll Forward 33

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

35 TOP FEATURES IN V12.3 35 Click here for the Dispatch Scheduler Videohere

36 Top Features in V12.3  eMobile 36

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

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

39 TOP FEATURES IN V12.3 39 Click here for the eMobile videohere

40 JOB COSTING 40

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

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

43 Top Features in V12.3  Meeting minutes 43

44 Top Features in V12.3  Print Meeting Minutes 44

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

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

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

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

49 Equipment Management 49

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

51 Top Features in V12.3  Recurring Charges 51

52 ADMINISTRATION 52

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

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

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

56 Top Features in V12.3  Safe Exit Passcode 56

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

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

59 REPORTING 59

60 Top Features in V12.3 Reporting  New Excel Tab V12.2 60

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

62 DOCUMENT MANAGEMENT 62

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

64 Top Features in V12.3  Approval History Report 64 2013 Customer Conference

65 Top Features in V12.3  eDigio 65 2013 Customer Conference

66 ETIMESHEET 66 2013 Customer Conference

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

68 68 2013 Customer Conference Thank-you for Attending! Presenter – Karoline Lapko Account Manager karoline.lapko@jonassoftware.com karoline.lapko@jonassoftware.com 2013 Customer Conference


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