Advantos Upgrade

by: Bill Haskett, President

Looking Forward to Spring The Advantos ® BackOffice application has added a new feature. Just like the NACHA Direct Deposit system used for payroll we have now implemented the NACHA Direct Payment system into Accounts Payable.

In order to maintain security, we have added an additional checkbox in the Security User Profile webform. This checkbox identifies a "Bank Account Signer" authority within your company.

Since outgoing NACHA processing sends monies without the check signer reviewing and approving the outgoing NACHA file, a user with check-signing authority must personally Ok the changing of any bank account information in the banking module, in the A/P module, and in the payroll module.

In order to make any changes to bank account information, simply navigate to "Tools > Security > Utilities > User Profile", enter the user who you will give check-signing authority to (only a high system-level administrator can make this change) and check the "Sign" checkbox. Then click the [Save] button.

Authorized check-signers have access to bank account information affecting any outgoing NACHA activity.


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In This Issue

LiBullet.gif Advantos Upgrade
LiBullet.gif Our Clients Ask Questions
LiBullet.gif Using Advantos to Improve Your Business
LiBullet.gif Resources
LiBullet.gif Our Partners
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Resources

All customers have access to resources that include an administrative manual, on-line help for each web form, as well as telephone and email support for our Advantos ® ERP application.

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Our Partners

Vantage Community Mgmt, located in the Olympia / Lacey WA area, is one of our many clients located throughout the United States.

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Special Notice

Haven't talked to us about upgrading your version of Advantos? Call our office to schedule a preview & find out more about the upgrade process.

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Our Clients Ask Questions.

See what our clients are asking. Are A/P NACHA Direct Payments processed the same as the T/R NACHA deposits? Yes. Run the ACH report to see who is receiving NACHA payments and make sure this information is accurate. Run a Pre-Notification and submit the file to your financial institution. Note: the Pre-Notification file uses your corporate bank account as the offset to test the vendor's bank account information.

Keep in mind that only authorized check-signers can alter bank account information within the banking, accounts payable, and payroll modules.

Using Advantos to Improve Your Business Success

Using Advantos to improve your business success. Advantos ® ERP software was designed to work as the core of a property management business. All the processes are designed to assist the management company to be more efficient, resulting in improved profitability. One of the many available features are the Customer Service Action Requests (CSARs). Are you using them to improve your relationship with your client boards and owners and enhance staff efficiency?

The Customer Service Action Requests are designed to be an effective tool to track activity on calls or contacts with your office. These CSARs allow you to track activity through completion of each activity within your office. You can also track billable hours in the activity. These CSARs can be used to measure office productivity and can provide management with information regarding which actions haven't been completed.

Contact us for help with tracking activity within your office.


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