Addsum web site and general info

Postings here will focus mainly on Advanced Accounting software updates, tips, and related topics. They will also include general comments relating to troubleshooting PC/Windows/network problems and may also include reference to our other software products and projects including any of our various utilities, or to the TAS Premier programming language. We considered setting up separate blogs for different topics so that users/others could subscribe to topics mostly aligned with their interests, but decided that it would be better to keep things simple since some topics cross over into others. We would nonetheless welcome your feedback/input in this regard. Our web site URL is Call us at 800-648-6258 or 801-277-9240. We also maintain so that older Business Tools users in particular have a greater chance to find us.


We highly recommend that accounting software users "follow" this blog via e-mail (enter your address and click on Submit below) or subscribe to a feed (see also below) as a way to keep current on the latest updates and accounting software news and information. You may also want to whitelist this e-mail address:

Friday, January 23, 2015

Quote message line enhancements (in Advanced Accounting)

Based on an end user request, we have added the ability for some basic formatting options of message lines when entering and printing a quote from Advanced Accounting 7i which will be available in the next release.   As a result, two new group boxes in the line item entry section have been added as outlined below.

QC-A Quote line item entry

The report output font size normally is 9pt and the larger T size will cause the message line output to instead be in 14pt.   Further, for both the regular and larger font sizes, formatting options can be selected that include bold (B), underlining (U), or both bold and underlined (BU).

When output, the body of the quote report output appears as follows:

QC quote output (total differs from image above due to changes made to the first line item prior to printing

When the larger text option is selected, the message line text is aligned with the product code column rather than with the product description to allow for the additional space required by the increased font size.   When sent to a printer, the output normally will match the preview as above.   Conversions to PDF files (available directly within the software and which automatically occurs when choosing to e-mail a quote), can result in slight differences.  For example, if the underline option is chosen, the underline may extend all the way to the right and not just under the text.

Message lines can be "attached" to notes rather than just single text strings.  (This is true also in connection with purchase orders and sales orders/invoices).   When these new formatting options are applied, notes attached to message lines will be formatted accordingly (see image above for an example of a note that has been selected to be in a larger text size and in bold).    A better way to describe this kind of message line might be a message line note, or a message line that is "transformed" to a free-standing note that is not attached to product/item code (notes that instead are truly "attached" to product code lines will continue to print as they have in the past and are unchanged).

These new options allow the user to emphasize certain conditions or contingencies that often apply when providing estimates.    These same options could be added to sales orders/invoices and to purchase orders in the future depending on end user interest.

Wednesday, January 21, 2015

AccuWage Submitter EIN and Employer/Agent EIN matches alert

When testing 2014 electronic file W-2 submissions, the SSA's AccuWage software may provide this alert:

This is a non-critical alert or warning message.

If you are submitting a file on behalf of your own company, then the Submitter EIN and Employer/Agent EIN are in fact going to be the same.   Nothing in that event is wrong.

In an era where employers are being encouraged to upload their information electronically, it is somewhat peculiar for end users to encounter this sort of warning which presumably is designed more to help tax practitioners catch mistakes prior to submitting files on behalf of others.