Year-End 2023 Edition

Year-End 2023 Edition

Is your business in the 80% of companies where your fiscal year matches the calendar year? If so, please review the checklist below for info to start 2024 off smoothly, keeping in mind that iSOFT is available to answer questions.1. Until you close the fiscal year you...
Tech Notes: The W-2 Information Update Feature

Tech Notes: The W-2 Information Update Feature

Versions AccountMate 12 for SQL, Express, and LANAccountMate 11 for SQL and ExpressAccountMate 10 for SQL, ExpressLAN AccountMate 9 for LAN Module PR Articles #1203 and #1324 1. The W-2 Information Update feature allows you to review, edit and add information...
Tech Tip: Setting Up Tax-Exempt Customer Records

Tech Tip: Setting Up Tax-Exempt Customer Records

Versions AM10 for SQL and Express (and higher versions)AM9 for LAN (and higher versions) Module AR, SO, Sales Tax Integration Question How do I set up the customer record for tax-exempt customers? Answer If you have activated and set up the Sales Tax...
The Magic 13th Period

The Magic 13th Period

Since many of our clients are about to close their fiscal year, it’s a good time to make sure you know about a unique AccountMate feature which gives you increased functionality and better visibility than you may be used to seeing...