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AccountMate
Software
Corporation
AccountMate is real-time,
customizable financial and
business management
software designed to address
the needs of small to mediumsized
businesses. It takes
advantage of the speed of
client/server technology and
the latest productivity-enhancing
tools in Microsoft’s suite of
products to help you better
manage your business.
This leading-edge application
combines
the full functionality
of our award-winning
AccountMate system with
the power of Microsoft’s SQL
Server. It offers AccountMate
users enhanced investment
protection for the long haul
with superior scalability,
up-time performance,
stronger data security and
easier integration with other
software applications.
Software
That Fits
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Info-Alert for AccountMate
Data Monitoring, Alerts and Actions
Automated functions keeping an eye on important business data
- Automatically identify issues before they become problems
- Catch data entry errors while there is still time to correct them
- Find exceptions in your data that you should know about
- Automatically send dunning messages, invoices or statements
- Update CRM systems or other databases with alert information
- Increase productivity without working harder
| Set various notification options, output to fax, email or report. |
Quickly put Info-Alert to work by selecting from predefined alerts and actions. |
Simply set criteria and schedule events to run as needed. |
Alerts
Info-Alert scans your data looking for conditions or criteria you have asked it to look for like
purchases that have not been received, orders with a low gross margin, an important item needs to
be reordered, etc. Once identified, you and anyone else that needs to be be aware of this condition
will be alerted by email, fax or printed report.
Actions
Info-Alert can automatically send dunning messages, order acknowledgements, invoices and other
customer related messages that you configure. It can also request status of late shipments from your
vendors, requests for product quotes and other actions you require.
Events
Events can be configured to create and send files as email attachments, update customer credit hold
flags, move suspect orders to another batch, update CRM data, and other unattended functions.
Alert and Action Examples:
- Customers with open A/R invoices over x days
- Open orders older than x days
- Open Purchase Orders that have not been received
- Customers over their credit limit
- Orders with a gross margin less than x
- Items below their order point
- Employees x days past their hire date
- Customers who have not purchased in x days
- Send electronic Invoices
- Email or Fax customer dunning notices
- Send order acknowledgements
- Request P/O delivery status from vendors
- Check order entry to verify margins
- Place customers on credit hold when over limit
- Generate and email Excel sheets
- GL Accounts within x% of budget
Optional Tool Kit (see screens below)
- Use the optional “Tool Kit” module to connect Info-Alert to other databases and spreadsheets generating custom alerts and actions. Tool Kit can also be used to create new or edit existing alert logic.
- Use the schedule function to let Info-Alert know how often each alert should be reviewed.
- Use actions and events to create files, update data and configure output to vendors and customers.
AccountMate Software Corporation
1445 Technology Lane | Suite A5 | Petaluma, California 94954 | USA
800-877-8896 | 707-774-7520 | www.accountmate.com
©
AccountMate Software Corporation. All rights reserved. Reproduction in whole or in part without permission is prohibited. The capabilities, Software Requirements and/or compatibility described herein are subject to change without notice. Contact AccountMate or Authorized AccountMate Solution Provider for current information.
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