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Adding Value to Your Financial Software Investment Business Partner Meeting October 18,2012

Adding Value to Your Financial Software Investment Business Partner Meeting October 18,2012. Agenda Overview – 10/18/2012. Welcome / Agenda Tech Talk – Defect tracking Marketing – Contest Winners & Your year in sales Product Spotlight – New Projects Set Date for Next Meeting.

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Adding Value to Your Financial Software Investment Business Partner Meeting October 18,2012

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  1. Adding Value to Your Financial Software Investment Business Partner Meeting October 18,2012

  2. Agenda Overview – 10/18/2012 • Welcome / Agenda • Tech Talk – Defect tracking • Marketing – Contest Winners & Your year in sales • Product Spotlight – New Projects • Set Date for Next Meeting

  3. Tech Talk – KB Activity

  4. KB Articles You Missed • DF-S-3267 - Acct-Summary Asset Ledger Displays Net Book Value for Disposed Asset – v11.4 - (320966) • DF-S-3268 - ACCT-Received PO cannot be invoiced for remaining amount – v11.4 - (320994) • * DF-S-3269 - SYS-Account level security does not prevent view of Recurring Entries – v11.4 - (320995) • * DF-S-3270 – ACCT-Auto-Close Encumbrances fails with ADO error – v11.4 – (321034) (Show how pervasive use of apostrophe in Vendor IDs that causes this problem is likely to be in their customer base with SQL query again my databases)

  5. KB Articles You Missed • DF-S-3271 – ACCT-Fixed Assets creates one month of depreciation but updates ‘months depreciated’ by 2 months – v11.4 - (321048) • DF-S-3272 - ACCT-Unchecking year-end adjustments checkbox not working on balance sheet – v11.4 - (321093) • * DF-S-3273 - ACCT-Session reversal allowed with special characters – v11.4 - (321154)

  6. KB Articles You Missed • DF-S-3274 – PR-Scheduler Error on Email addresses – v11.4 - (321059) • DF-S-3275 - SYS-Enabling Data Encryption Causes Error While running Report – v11.4 - (321149) • * DF-S-3276 - ACCT-Budget variances on Dashboard do not match report – v11.4 - (321154) • DF-S-3277-ACCT-Sorted columns in table method allocation code do not stay sorted –v11.4 – (321268)

  7. KB Articles You Missed • DF-S-3278 – ACCT-Fulfillment Analysis report displays wrong Quantity Ordered – v11.4 - (321357) • * DF-S-3279 - ACCT-Sequential Allocations produce different results from independent Allocations – v11.4 - (321424) • DF-S-3281 - PR-Parse Error on Payroll Pay Code History report – v11.4 - (321500)

  8. KB Articles You Missed • DF-S-3282-ACCT-Sales tax calculates differently when multiple authorities are included in one tax code –v11.4 – (321268) • DF-S-3283 – ACCT-NpsAC32 Error When Attempting Requisition Fulfillment – v11.4 - (337369) • * DF-S-3284 - ACCT-Import validation fails when some Distribution Codes missing from data – v11.4 - (321424)

  9. KB Articles You Missed • DF-S-3285-ACCT-Customer Statement does not print when suppress all zero balance invoices is checked –v11.4 – (339588) • DF-S-3286 – ACCT-Printing from display vendor/customer balances prints an extra page – v11.4 - (339734) • DF-S-3287 - ACCT-Extra blank rows are created on Financial Statements – v11.4 - (352474)

  10. KB Articles You Missed • DF-S-3288-ACCT-Extra sub-total is created in Statement of Revenue and Expenditures –v11.4 – (352472) • DF-S-3289 – ACCT-Labor Distribution Report displays hours to four decimal places instead of two – v11.4 - (363821)

  11. Marketing

  12. Sales Contest – 2012 - Results Aug 1, 2011 – Jul 31, 2012

  13. Sales Contest - 2012 Top Total Dollar Volume – $200 gift card Winners: NPSolutions and DigiTech Top Product Line Breadth - $200 gift card Winners: Brisbane Consulting and Soft Trac

  14. Marketing Tips • Was 2012 a great sales year for you? • Sales of Sage Products a little slow? • … to spreadsheet showing results of one sale per month of TeamNFP software and the comparatively little effort required and shorter sales cycle than Sage selling

  15. Marketing • Let’s push a message out to our users. • Most probably are not aware we have other products • Timing? • Message? • Mention of Business Partners.

  16. Product Spotlight

  17. Product Spotlight • Looking for some input here – EDI? • Check Clearing TM8 • Coming soon for M & I Bank • Do you have any customers with a file spec to submit?

  18. Tech or Marketing Topic Suggestions for Next Time?

  19. Pick a Date for Next Time Thursday, November 29, 2012

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

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