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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 www.addsuminc.com. Call us at 800-648-6258 or 801-277-9240. We also maintain www.advancedaccounting.us so that older Business Tools users in particular have a greater chance to find us.

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Friday, January 1, 2021

Advanced Accounting 8 r5 release

Release 5 in the Advanced Accounting 8 series is now available which includes recently announced 2021 federal withholding and other payroll module changes.   Advanced Accounting 8 was originally released in September of 2019.

While new releases in the Advanced Accounting series have typically not coincided with calendar year payroll changes, it just worked out that way this time.  

Some of the new features included in Adv 8 r5:

Sales order/quotes/inventory control/point-of-sale:

Special customer parts (price and customer part number) feature added to programs in five different modules:

AR-A (accounts receivable maintenance), IC-A (inventory maintenance), QC-A (quote entry), SO-A (sales order entry) and SO-I (recurring sales order), and POS-A (run POS register).

In AR-A and IC-A, there are new options for special customer pricing and customer part codes (see option "U" under the Customer options button in AR-A and the Inventory options button in IC-A.  Pricing logic as implemented in those options are then used in sales order entry, quotes, recurring sales orders and point-of-sale.

The purpose of these options are two-fold:  (1) despite the many existing pricing options that exist, provide a way to provide special customer pricing that is unique to that customer; and (2) provide a cross-reference to customer part codes.   


Enter/change customer part codes - Adv8 r5



While input on the same screen, the customer part code facility can be used without providing any special price to the customer (or vice versa): just leave the price and discount fields as zero.

An effective date and expiration date related to the special pricing can also be optionally used but those two dates can also be unassigned so that the pricing remains in effect until changed in this option.

Special customer prices (and a special discount can also be used) take precedence over any other pricing for a given product code relating to a specific customer.

The customer's part code can be looked up in either AR-A or IC-A under the "U" option.  A customer's special parts pricing can also be printed under that option in AR-A.


Customer part code list and lookup - Adv8 r5


General ledger:

GL-E-A - in the re-designed print detailed trial balance option, there was an issue with balance forwards on systems with non-calendar dates which has been resolved; progress bar enhancements added.

GL-K Bank reconciliation - if users attempt re-finalize a bank statement, the prior saved PDF version will not be overwritten and will be append by adding a, b, c, etc. at the end of the file name.

Bills of material:

BM-A enhancement to display/find components lacking an internal line number (mainly an issue with older systems that update to the newer versions)

Accounts payable:

AP-A - new electronic funds transfer (EFT) default flag; related changes to AP-D to default a vendor that is flagged as EFT to be paid electronically and warning in AP-F (print checks) if a check is attempted to be processed for an EFT flagged vendor

Payroll:

PR-G and SY-D changes for the new FICA max default and payroll tax table and related updates.

Existing Advanced Accounting 8 users should simply get in touch with us to arrange to have this update installed.