Adding Value to Your Financial Software Investment

Business Partner MeetingFebruary 21, 2013

Agenda Overview – 2/21/2013

Welcome / Agenda

Sage-less MIP

Tech Talk – Defect tracking – the new era

Marketing

Product Spotlight – Check Clearing TM8

Set Date for Next Meeting

The announcementThe new landlord, Accel-KKRUpdate your web sites now, or wait?The Conference – “the old becomes new”

Extension of Sales Contest

Sage-less MIP

Tech Talk – KB Activity

We usher in another new era …

DF-S-3324-Error “Amount to Apply must be an amount greater than or equal to zero”- v2013.2 (587586)

DF-S-3325-Incorrect Dates on Monthly Scheduled Report - v.2013.2 (594031)

DF-S-3326-Changes to choose AR Invoice Grid are linked to specific customer – v.2013.2 (594031)

* DF-S-3327-Statement of R&E does not tie to Balance Sheet when Include Encumbrances as Expenditures option is selected - v.2013.2 (589076)

KB Articles You Missed

DF-S-3328-Federal Tax Amounts pulled into NYS-45-ATT when State Taxes missing - v.2013.2 (596773)

DF-S-3329-ARB with the exact invoice number for the same customer with the original ARS was not treated as an appending entry to the original ARS - v.2013.2 (608215)

DF-FA504-Unable to calculate deprecation when Partial Disposal has been done previously and depreciation Frequency is Annual basis - v.2013.2 (612978)

KB Articles You Missed

DF- FA506-Received items missing from CIE grid after switching item quantity and cost on receipt - v.2013.2 (614756)

DF-FA507-Beginning Fund Balance splits out by Non-Balancing Segment - v.2013.2 (603741)

DF-FA508-Unable to change State or save Foreign Country in Aatrix grid on Hosted Environment - v.2013.2 Hosted (609610)

KB Articles You Missed

DF-FA518-Statement of Revenues and Expenditures report do not display accurate sign for Total Budget - v.2013 (626683)

DF-FA519-Import Vendor EFT information - v.2013.2 (626391) (… use No instead of NO for Send PreNote)

*DF-FA527-Unable to save an AR Receipt when UDF is set to Required in Multicurrency database - v.2013.3 (640135)

DF-FA528-Custom A/R Invoice does not save changes in Unit Price column - v.2013.3 (637442)

KB Articles You Missed

DF-FA529-Error “NPSAC32 Command Failed” received when refreshing Budget Revisions Worksheet - v.2013.3 (644609)

DF-FA530-Current Year Actual amount for OL type account includes Beginning Balance in Statement of Revenues and Expenditures - v.2013.3 (641866)

DF-FA534-Printing PO Fails to Create Encumbrance - v.2013.3 (668260)

KB Articles You Missed

DF-HR-152-Employee Leave Request Message not being Automatically sent to Manager, Supervisor, or Secondary Supervisor – v.2013.2 (483880)

DF-HR-153-Vet 100 Report returns duplicate information (545451)

DF-HR-154-Missing drop down menu for Distribution Code on the Payroll Timesheets screen (586860)

DF-HR-155-Unable to open an attachment in HR Management (586861)

KB Articles You Missed

DF-HR-156-Error Unable to update data value; value must contain no more than 50 characters (586859)

KB Articles You Missed

Marketing

Marketing Tips

Positive Pay TM8 marketing

SOX, Affordable Health Care, audits of all kinds

Sequester – what does it mean for us?

Who cares about CPA?

Looked at your entry on our Partner Page lately?

AmegyBank of AmericaB,B & TCapital OneFifth ThirdHarris BankKey Bank

Banks supported by Positive Pay

M & I BankPeoples SavingsPNCUS BankWachoviaWells Fargo

Product Spotlight

Product Spotlight – Check Clearing

Check Clearing TM8

Works presently for two banks: M & I and Fifth ThirdSupports fixed width and CSV formatsThe trouble with depositsDo you have any customers with a file spec to submit?

Tech or Marketing TopicSuggestions for Next Time?

Pick a Date for Next Time

Thursday, March 21, 2013

Adding Value to Your Financial Software Investment

Web: www.TeamNFP.comToll-Free: 866-748-2933

Sales Contest – 2013 – Setting the BarSep 1 , 2012 – Aug 31, 2013

Marketing - Sales Contest -2013

Total Sales Dollar Volume must exceed $5000

Product Breadth must be three or more