SouthWare Accounts Payable now provides you with the option to pay vendors and employees through ACH Direct Deposits. ACH (Automated Clearing House) is an electronic network for financial transactions to process large volumes of credit and debit transactions in batches, including direct deposit, payroll, and vendor payments.

Below is an example of a setup for processing a vendor payment:

Below is an example of a setup for processing an Employee payment:

The benefits of ACH include convenience, better security, and reduction in costs for you. Contact your SouthWare Solutions Partner for more information on ACH Direct Deposit processing.

Your SouthWare solution has to be current on CMSS through 6/30/19 to access the new ACH functionality. 

• When executed, the program defaults to files for the last seven days, for the current operator. You may also choose files for Today, the last 30 days, 90 days, or all dates, and all operators.
  
• Use the Filter button to select by date range, file extension, program ID, or non-existent files for the records displayed. These options are to help in creating a group of files upon which to perform batch processing. If the filter button is used, the resulting sort will be FIFO.
  
• Use the Select All button to choose all records, and the same button to Unselect All.
  
• When one or more records is selected, the Process button is enabled for batch processing. If deleting, you will have the option to verify each file before delete or to process without interruption. If displaying, the viewer will create unique file names so all the selected files can be displayed.
  
• If you select (double-click) a single file, the default will be to display using Print Preview.
  
• The search feature is available in the toolbar as well as in the grid.
  

NOTE: if grids are turned off, or in a character-based environment, the manager functions as it did before the changes. The one exception is on a Windows workstation, the display feature uses Print Preview as the default.

This year, at the 2nd Annual SouthWare Partner Alliance User Conference, we are proud to announce our New User Boot Camp. In this two-hour course, SouthWare users will be able to get up-to-speed quickly in learning key tools and user interface tricks that make SouthWare a great business resource. If you are a new user of SouthWare or someone who would like a refresher, this course is a great option for you! Register today.

Cybercrime is now more profitable than the global trade in marijuana, cocaine and heroin combined. Learn about tools and strategies to protect yourself and your business from this growing threat.
The SouthWare Partner Alliance is pleased to announce that Glenda R. Snodgrass will be delivering a keynote address at the 2019 User Conference. Ms. Snodgrass has been President, lead consultant and project manager at The Net Effect since the company's inception in 1996. She is primarily engaged in cyber security training, threat analysis and mitigation for commercial, non-profit and governmental organizations. A frequent contributor to Tripwire's The State of Security blog and Business View magazine, she also provides expert witness testimony in technology-related court cases. Her dynamic personality and effective teaching style have made her a sought-after public speaker and corporate trainer for more than twenty years.
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This portal gives you comprehensive functions that let you review and manage your sales quotes. The info in this portal includes:

• Current pending quotes
  • Turn a quote into an order
  • Close a quote (if you are keeping sales quote history)
    
    • Close a batch of quotes by dates/customer/salesperson
  • View/Edit Quote details
  • Add a New Quote
• Quotes in history (resolved as sales or rejected)
  • Turn a history quote into a new open quote
  • Turn a history quote into a new open order
  • Analyze invoiced amounts versus quoted amounts
    • Access invoice details

You now have the option to retain information about closed quotes in quote history files. This allows you to review and analyze past quotes, and it allows you to remove closed quotes from the open order file without losing the quote information.
To use this feature, set the quote history flag to "Y" in the Inventory Sales control record (IS-08-02 field 24).
After you activate this feature, each quote that is turned into an order or closed will be copied to quote history.  You may then access the quotes in history via ReportMate or the Sales Quote Review portal.
**See also Sales Quote Review Portal added with this feature**

New Filenames:
SQHS1.FIL - Quote History Header
SQHS2.FIL - Quote History Line Items
SQHST.FIL - Quote History Text

Data Dictionary:
RS31 field 347 Keep Quote History flag
RS46 Quote History Header File and Fields
RS47 Quote History Detail File and Fields

RM Pathing:
RS46 from related order RS07

When RS46 - Quote History Header is primary:
AR01 - Customer
AR04 - Salesperson
IV09 - Location
RS07 - Order Header

When RS47 - Quote History Line is primary
AR01 - Customer
AR04 - Salesperson
IV01 - Stock
IV09 - Location
RS46 - Quote History Header
SV01 - Service Code
SV07 - Equipment

Previous to this change, when a comma delimited file contained two double quotes within a field, both double quotes would be imported into the field.

Example: A field that contains 3 1/2 “” will now import as 3 1/2 “. 

Sometimes the import file could have created a new field if a comma existed within a field. That problem has been addressed as well.

NOTE: Make sure your import format header indicates that the fields are delimited by quotes for this feature to work correctly.

Revision 16 documentation updated to include portal changes.

APPLICATIONS:

• Accounts Payable
• Cash Flow
• DocTransfer
• Fixed Assets
• ImportMate
• International Transactions
• Job Cost
• Extended Data