Client Central Home > What’s New in 20.2

What’s New in 20.2

Our FAVORITE FEATURES in Customer Master 20.2

Carolyn Young

Carolyn Young

Kris Larsen

Kris Larsen

Margaret Stoltz

Margaret Stoltz

Restructure tool

We’re excited about the new functionality on the Restructure tool. The new functionality allows you to restructure networks from one customer tier to another within the same account, restructure tiers on accounts with no active contracts, and restructure tiers with removed equipment. These are going to be very useful to many companies with large business accounts!

Crystal Olsen

Crystal Olsen

Mary Erixon

Mary Erixon

Celeste Lux

Celeste Lux

Delinquent no penalty option

We like the new No Penalty option for delinquents. Now at the account tier you can flag an account to not receive a late penalty, but they can still be eligible to receive a notice.

Kelly McIntosh

Kelly McIntosh

Kourtney Terry

Kourtney Terry

Robbin Rasmussen

Robbin Rasmussen

Sales Lead enhancements

We like that the comments in Sales Lead will transfer over to the Service Order. This takes a manual step away and is a time-saver.

Shane Easterling

Shane Easterling

Premise Equipment

This enhancement will allow companies to track Equipment that needs to remain at the address, similar to how Plant remains with the address. Improved tracking for ONTs (Optical Network Terminals) is one example where it will be a benefit to our customers.

Our FAVORITE FEATURES in Accounting Master 20.2

Kate Behrendt

Inventory enhancements

I’m excited to see these features, as inventory is one of my favorite modules. I believe they’ll offer greater flexibility when working with inventory.

Payton Shaw

Manual Transaction Entry – Default Offset Account

This new feature will help cut back on possible entry errors when manually selecting an offsetting account.

Get all the details…view the 20.2 product documents

Step One – Log-in to the Client Pages

  1. Click the button below and our Client Login page will open in a separate window.
  2. Using your company’s credentials, login to the Client Pages using the Username and Password fields. Don’t remember your credentials? Click here for assistance.
  3. Once logged-in, minimize or close the Client Login page and move on to Step Two.

Step Two – Access each Product’s Update Letter or Enhancement Summary Page

  1. Once you are logged-in to the Client Pages, click on the button below to access the desired document.
  2. You will be taken to the appropriate document’s page.
  3. The 20.2 content will be labeled. Click on it to view in your browser or download in PDF format.

Version 20.2 Training Options

Take advantage of all the new features in version 20.2 of Customer Master and Accounting Master by taking “What’s New” training. Course descriptions and a registration form are available below. If you have questions, please contact your MACC Software Support Representative.

What’s New in Customer Master 20.2

Estimated length: 60 minutes Cost: $80
This session focuses on enhancements such as the new Premise Equipment module, updates to Sales Lead, new Contact Information grid, Updates to Notifications, Adjust Tier Balance changes, and new Account Restructure options.

What’s New in Accounting Master 20.2

Estimated length: 60 minutes Cost: $80
We’ll review Accounts Receivable including a new credit card option, the new Premise Equipment interface with Customer Master, more time clock enhancements in TMS, new document attachment options, and more.

Register for What's New Training

Fill out my online form.

 

Delinquents

No Penalty Option for Delinquents

A new “No Penalty” option is now available for delinquent accounts, so users have the ability to send a late notice to an account, but keep the account from getting a penalty. An Expire Date, Alert, and reports are available for accounts flagged No Penalty.

A No Penalty check box was added to the Credit Node of the Service Order, with a corresponding Expire Date drop-down calendar. When checked, the account can receive a delinquent notice, but will not get a late fee during the Penalties process. The Expire Date can be set to limit the amount of time the account is exempt from penalties.

A No Penalty Alert is available for both Inquiry and Payments at Maintenance | Common | Alerts, and will display in the Alerts window for any accounts flagged No Penalty.

The Non-Zero Balance Report found in the report’s menu of the Delinquent process, contains a new No Penalty column to aid in identifying No Penalty accounts.

The Credit Attributes report, and the Grid Report – Account can be used to discover accounts flagged as No Penalty. The Credit Attributes report has a new group box for No Penalty Options, and the Grid Report – Account includes No Penalty, and No Penalty Expire Date selections.