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Adding Value to Your Financial Software Investment Business Partner Meeting February 21, 2013

Adding Value to Your Financial Software Investment Business Partner Meeting February 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. Sage-less MIP.

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Adding Value to Your Financial Software Investment Business Partner Meeting February 21, 2013

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  1. Adding Value to Your Financial Software Investment Business Partner Meeting February 21, 2013

  2. 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

  3. Sage-less MIP • The announcement • The new landlord, Accel-KKR • Update your web sites now, or wait? • The Conference – “the old becomes new” • Extension of Sales Contest

  4. Tech Talk – KB Activity We usher in another new era …

  5. KB Articles You Missed • 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)

  6. 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)

  7. 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)

  8. 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)

  9. 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)

  10. 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)

  11. KB Articles You Missed • DF-HR-156-Error Unable to update data value; value must contain no more than 50 characters (586859)

  12. Marketing

  13. 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?

  14. Banks supported by Positive Pay • Amegy • Bank of America • B,B & T • Capital One • Fifth Third • Harris Bank • Key Bank • M & I Bank • Peoples Savings • PNC • US Bank • Wachovia • Wells Fargo

  15. Product Spotlight

  16. Product Spotlight – Check Clearing • Check Clearing TM8 • Works presently for two banks: M & I and Fifth Third • Supports fixed width and CSV formats • The trouble with deposits • Do you have any customers with a file spec to submit?

  17. Tech or Marketing Topic Suggestions for Next Time?

  18. Pick a Date for Next Time Thursday, March 21, 2013

  19. Adding Value to Your Financial Software Investment Web: www.TeamNFP.com Toll-Free: 866-748-2933

  20. Sales Contest – 2013 – Setting the Bar Sep 1 , 2012 – Aug 31, 2013

  21. Marketing - Sales Contest -2013 • Total Sales Dollar Volume must exceed $5000 • Product Breadth must be three or more

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