Business E-Newsletter - November 2012 Notes from the President In this Issue: We are fast approaching the end of 2012, and there is some important information that needs to be considered before year-end. Notes from the President Whether your company operates according to a calendar year, or a The Person Behind the Voice – Jon Isackson fiscal year, there are a few things that need to be considered to prepare for the new calendar year: How is your budgeting process going for the new year? Will next year be the same as this year, or should you be planning some much needed changes to make it better? Have you installed all of the latest versions of your software? You don’t need to wait until after the first of the year to get up-to-date. Doing it now saves pressure later. How about benefit changes? Have you reviewed insurance policies, retirement plans, and other items important to you and your employees? It is harder now than ever to find good employees, and we need to remain competitive in the marketplace to keep them. Did You Know? Year-end Tax Forms Red Wing Software in the News Red Wing Software Releases New Video Renew Your Customer Care Membership Online! CenterPoint Accounting Support Tips CenterPoint Payroll Support Tip TurningPoint Support Tips Red Wing Payroll Support Tip It is a good time to remind employees to update W-4 information for changes that have occurred during the year, for example getting married, having children, buying a house, or anything that might change their withholding needs. How is you budgeting process going? Oh, did I already mention that? I read once that, “If you always do what Red Wing Office Hours 8:00 a.m. to 5:00 p.m. C.S.T. Monday – Friday Our office will be closed for Thanksgiving: Thursday, November 22nd and Friday, November 23rd. you’ve always done, you’ll always be where you already are.” Is it time for a change? So, update that important technology today, review procedures and Sales/Support Phone Number 800-732-9464 policies, help employees be better managers of their information, and plan for the New Year. Oh, yeah…..and don’t forget to vote! Support E-Mail - Ken Hilton, President Address [email protected] The Person Behind the Voice - Jon Isackson Red Wing Software Product Manager / Support Services Manager Web Site www.redwingsoftware.com Upcoming Classroom Training For more information click on the classroom training's title to visit our Web site. CenterPoint Accounting November 6-7, 2012 Denver, CO CenterPoint Payroll November 8, 2012 Denver, CO To register for a seminar class, please call 800-732-9464 or e-mail [email protected] Jon Isackson is Red Wing Software’s Product Manager and uses his more than 31 years of experience to help shape the products that are produced for our customers. In his role as Support Services Manager he leads a team of dedicated professionals in making sure that our customers understand how to effectively use those products. Many of you may have spoken with Jon during our very busy season, as he was on the phone helping with the large volume of customer calls, and spent most Saturday mornings doing research on any payroll problems that needed to be solved in order to get our customers up and running. Jon started with Red Wing Software as a programmer in 1981, splitting his time between development of the software and support of the customers who used the software. As Red Wing Software grew, he advanced from being the sole developer to heading up the entire development team. After the merger with Red Wing Software, Champion Business Systems and FMS Harvest in 2000, Jon moved from development to become Product Manager and Support Manager. Having been with Red Wing Software since the early years, Jon helped form the company Red Wing Software is today, from the special care we give to our customers, to the use of customer comments in shaping the development of our products. Upcoming Trade Shows For location and booth information, click on the show name to visit our Web site. ABA National Agriculture Bankers Conference November 4-7, 2012 Great Lakes Fruit, Vegetable and Farm Market December 4-6, 2012 AG Connect Expo January 29-31, 2013 National Farm Machinery Show February 13-16, 2013 Commodity Classic Feb. 28 - March 2, 2013 PDPW Annual Business Conference March 12-13 2013 MN Clerks & Finance Officers Conference March 21, 2013 For questions on any of these Jon stays young by spending time with his granddaughter Kathryn, and enjoys the Minnesota summer by spending time on the local events, please e-mail [email protected] golf courses. To Order Checks and Forms Contact: Did You Know? Computer Forms Incorporated at 800-458-0158 redwing.computerforms.biz Red Wing Software Payroll products allow you to file tax forms electronically (“eFile”) with ease. You may be surprised at how much time and money your company can save by eFiling. Stay Connected with Red Wing Software: Click here to read more about filing W-2s electronically! Click here to read more about filing your tax forms electronically! Year-end Tax Forms As the end of 2012 approaches, we would like to invite you to plan early and save money on all of your tax forms. We have negotiated a 25% discount for you with our exclusive forms supplier Computer Forms, Inc. (CFI) if you purchase by December 31, 2012. To place your order online, visit http://redwing.computerforms.biz or call 800-458-0158. Also, please check your December newsletter for more information regarding required tax forms for 2012 year-end. Red Wing Software in the News CenterPoint Payroll was awarded 4.5 of 5 Stars in CPA Practice Advisor October 2012 Review CenterPoint Payroll was awarded 4.5 of 5 Stars in CPA Practice Advisor’s October 2012 Review of Professional Payroll Systems. Eleven professional payroll systems were reviewed by CPA Practice Advisor. The payroll systems were reviewed on Basic System Functions, Reporting & Monitoring, Integration/Import/Export, Help & Support, and Client Self-Service Features. Red Wing Software received an aggregate score of 4.5 out of a possible 5 stars. Follow this link to the review of CenterPoint Payroll Software, and this link to the complete Review of Professional Payroll Systems. “Red Wing Software is proud to be included in the CPA Practice Advisor’s prestigious Payroll System review this year and every year,” says Red Wing Software President, Ken Hilton, “and we are even more pleased to receive such a favorable rating.” For more information about CenterPoint Payroll Software, visit www.redwingsoftware.com or contact Red Wing Software at 800-732-9464. Red Wing Software Releases New Video Red Wing Software partnered with Confluence Marketing and created a new video for our CenterPoint Accounting For Agriculture software. You can view the video by clicking here. Renew Your Customer Care Membership Online! Red Wing Software customers can renew their Customer Care Membership online. Simply sign in and click on “My Red Wing Software” in the upper right corner of the home page. You will be taken to your own personal Red Wing Software dashboard. If your Customer Care Membership is due for renewal, you will see a “RENEW NOW” button, where you can click and renew online. (If your Customer Care Membership is up-to-date, there will be no renewal available since your membership is then current.) CenterPoint Accounting Support Tips The latest version of CenterPoint Accounting is 4.28. Please download the latest version if you have not yet done so, for maximum efficiency and performance. Q: Prior to printing checks to our vendors, my supervisor would like to see a list of the invoices that I’ve selected to pay. Is that possible in CenterPoint? A: Yes, you can change your invoice numbering sequence to check for duplicates at the time you are saving the invoice. This will prevent two invoices with the same number from being saved. To do this, go to Setup > General > Numbering Sequences and edit the sequence used for Customer Invoices. Make sure Duplicates is set to either Warn on Duplicates or No Duplicates Allowed. Then change Check When to Check for duplicates when saving the transaction. Click Save. Did you know we’ve modified the CenterPoint Bank Reconciliation screen? With the latest release of CenterPoint, the Bank Reconciliation screen has been modified to include a List screen. This screen displays each saved bank reconciliation along with columns for the date, assigned companies, and assigned bank accounts. This will make it much easier to find which bank accounts were included in a saved bank reconciliation. Customer Care members who are logged into the Web site can click here to view a document that explains how to use bank reconciliation. Alternatively, from our Web site at www.redwingsoftware.com select Support > How2 Documentation > CenterPoint Accounting to access the same document. Once you are logged into the How2 Viewer, select Processes & Transactions and Banking. Then select Bank Reconciliation from the left side of the screen to display detailed instructions. CenterPoint Payroll Support Tip The latest version of CenterPoint Payroll is 7.28. Please download the latest version if you have not yet done so, for maximum efficiency and performance. Q: I want to track hours for my salaried employees. The hours are generally the same each pay period. Is there a way to default the hours into the Enter Pay tab so they do not need to be entered manually each time? A: Yes, in the 7.28 update to CenterPoint Payroll, we added a preference to default hours for salary earnings. Select File > Preferences > Payroll General > Pay Periods > Database tab. Change Default Hours for Salary Earnings to Yes. Then enter the number of hours that should default for each pay period type. This will default the proper number of hours into the Enter Pay tab for salary earnings. TurningPoint Support Tips The latest version of TurningPoint is 7.6. Please download the latest version if you have not yet done so, for maximum efficiency and performance. Q: I have a number of customers that are no longer actively purchasing from our company. Is there anything I can do with those customers? A: Customers that are no longer regularly making purchases can be marked Inactive. To do so, go to Setup > Customers. Select the appropriate customer and click Edit. Change the Status field to Inactive. We also recommend that you add ZZZ to the beginning of the Customer Code so that your inactive customers are moved to the end of your customer list. This same process can be used for Vendors and Inventory Items. Q: How do I write-off customer balances that are not collectible? A: There’s an easy process available in TurningPoint to write-off customer balances. Customer Care members who are logged into the Web site can click here to view a document that explains how to write-off bad debts. Alternatively, from our Web site at www.redwingsoftware.com select Support > How2 Documentation > TurningPoint to access the same document. Once you are logged into the How2 Viewer, select Accounts Receivable. Then select Bad Debts – How to Write Off from the left side of the screen to display detailed instructions. Red Wing Payroll Support Tip The latest version of Red Wing Payroll is 12.35. Please download the latest version if you have not yet done so, for maximum efficiency and performance. Q: I enter my employees’ time into Enter Time manually and for every record I have to change the date to a date that falls into my work date range. Is there any way around this? A: Yes! There’s a quick fix for that. Before going into Time Entry > Enter Time, hold down your Ctrl Key and the letter W on your keyboard at the same time. This will display the Set Workstation Date screen. Change the Date in this screen to the date you want to use for your records in Enter Time. Click OK. Once you have finished entering time, you can do the same key strokes and change the date back to the current date. This changes the date only in Red Wing Payroll – not your computer date. Note: The next time you log into Red Wing Payroll, the system will automatically change the date back to the current date.
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