Midwest Roadshow Agenda

9:00 am to 10:30 amMACC Client Services UpdateEveryone
10:30 am to 11:45 amWhat’s New in Customer Master 20.1Customer Master Users
10:30 am to 11:45 amWhat’s New in Accounting Master 20.1Accounting Master Users
11:45 am to 1:00 pmLunch on your ownEveryone
1:00 pm to 2:00 pmRoad Show Customer Master Top 10Customer Master Users
1:00 pm to 2:00 pmRoad Show Accounting Master Top 10Accounting Master Users
2:00 pm to 3:00 pmCustomer Master Messenger Suite/AutoPilotCustomer Master Users
2:00 pm to 3:00 pmAccounting Master Email NotificationsAccounting Master Users
3:00 pm to 3:15 pmBreakEveryone
3:15 pm to 4:15 pmBilling Best PracticesCustomer Master Users
3:15 pm to 4:15 pmAccounting Master Recurring ProcessesAccounting Master Users

Topic Descriptions

MACC Client Services Update

Here’s an opportunity to take a look at what’s new at MACC on the latest with color bills, on reports, MARS, cybersecurity and more. It’s a great way to start the day!

Accounting Master Sessions

What’s New in Accounting Master 20.1
Let’s spend a little time reviewing new features coming this spring. Topics will include updates to Accounts Receivable, improved check alignment, financial report improvements, improved journal entry imports, test email notifications, and purchase order requisition updates.

Accounting Master Road Show Top 10
This session will uncover our favorite new enhancements in AM 19.1 and 19.2. How many new features has your company implemented?

Accounting Master Email Notification Options
More and more notification options are being developed in Accounting Master. We’ll review the various options and how to set things up properly to send automated messages from Accounting Master.

Accounting Master Recurring Processes
There are so many ways to automate processes in Accounting Master. During this session, we’ll review how to create recurring processes for journal entries, Accounts Payable invoices, Accounts Receivable invoices, and more.

Customer Master Sessions

What’s New in Customer Master 20.1
Spring of 2020 will bring several new Customer Master updates including a billing journal GL override, automatic OCCs for non-returned network inventory, new account CDS payment posting improvements, updates to the Messenger Suite, and Service Order batch wizard improvements. This session will be an overview of these new and improved features.

Customer Master Road Show Top 10
Time for a checkup! Are you using the new and exciting Customer Master enhancements added in 2019? We’ll review our favorites during this helpful session.

Customer Master Messenger Suite/AutoPilot
The Messenger Suite in Customer Master allows you to send emails and email-to-text messages to your employees and customers. You can customize these messages to automatically deliver professional information to your customer base using AutoPilot.

Billing Best Practices
Save time and improve the quality of your bills by using these monthly billing best practices. We’ll review how to best use bill messages, drop inserts, on-bill ads, the bill cycle processing checklist, and other tips for effective and efficient billing.