This is a fabulous feature in your Boulevard software that saves you loads of time, and time translates to money.
If you enter the customer’s credit card payment on their invoice or in the Account Balance dialog, the transaction will post to the Credit Receivable section in your Boulevard software.
To access this area for submittal, select Credit Receivables from under the Utility menu.
To submit the customer charges to your ProPay premium account, simply click the box to the left of the transaction(s) you want to process (in the Credit Receivable dialog box) and click Submit to ProPay.
You’re done! Boulevard automatically adds the cost of the transaction to your Expenses as well. If you haven’t tried it before, it’s worth trying it now. Save time by submitting your charges and handling your expenses in a couple of mouse clicks.
Main Street Software, Inc. is proud to be ProPay’s preferred software vendor. To find out other preferred vendors, visit the Preferred Vendor section of our website.
We have enhanced this area to give you increased control over your account. You can access and update your information by logging into our website using the email address and password we have on file for you. Not sure what your password is? Your password can be emailed to you. If you’re not sure what email address we have on file for you, feel free to contact us directly.
Once logged in, click on the My Accounticon. There are two areas – Personal Information and Products/Services & Auto Renewals. Under Personal Information, you can edit your mailing address, phone numbers, email address, and credit card information.
Under Products/Services & Auto Renewals, My Account will tell you the last upgrade version of Boulevard you’ve purchased and what the most current version released is. Additionally, you can confirm your status with the premium Product Update Service and Handheld Maintenance. Make any necessary changes to your account information and a confirmation email will be sent to you.
It’s easy to get caught up in the hustle and bustle of shopping, family time, and parties at the end of the year. All of a sudden it’s the middle of January and your inventory report hasn’t been printed. Does this sound like you? No problem. You can capture that end-of-year information. For the best advice based upon your unique situation, give our customer service department a call. A representative can help you determine the best place to start.
As the year draws to a close and a new year begins, our thoughts turn to taxes. When you are ready to close your business year in Boulevard and capture year-end data, all you need to do is run a few reports.
“Which reports do I print?” is a common question our customer service department hears. Your Boulevard software provides easy to access directions to help you through these annual steps. From the Help menu inside Boulevard, click on Contents, then Taxes & Year End. Click on the link, Closing my business year in Boulevard. Follow these instructions and you’ll be done!
Of course, if you have any further questions, please do not hesitate to contact our Customer Service Department. Keep in mind, your tax consultant or accountant is a great resource, too. For specific questions regarding what categories offer the best write-offs or legalities, they’ll be the best place to call.
If you have not kept up on your paperwork and Boulevard entries throughout the year, we can help! Based on feedback from our Virtual Assistant customers, for the first time ever we’ve decided to offer a Seasonal Virtual Assistant solution!
Are you drowning in customer profiles?
Swimming in a sea of sales tickets?
We can enter them for you! Call today for a complimentary consultation and quote. Don’t forget, we are here for you. Main Street Software employs a full staff ready for your every customer service need. Don’t hesitate to give us a call or send an email and we’ll get your questions answered and keep you on track with your business and with Boulevard.
Writing things off, or expensing them, is a normal part of running a business. Examples of writing off Section 1 products for your business can include lost or damaged product you have shipped to a customer and old or expired product. Your Boulevard Help menu has additional examples in the topic: Using section 1 items as demos.
When you have a situation that occurs where you need to write-off a Section 1 item, there are several key components you should consider to ensure your records are kept accurately. First, the product needs to be removed from inventory – usually handled by entering an invoice. Second, the item should be shown as a loss. In Boulevard, this means entering an expense transaction. There may be more than one way to handle such a transaction, but here are the steps we recommend using the example of an expired product. Please refer to your accountant or tax advisor for additional information, further clarification, or their recommendation.
Invoice the product to your Business Supplies customer at 50% off (or the applicable discount for your country) and tax on the retail value.
Mark the invoice as Paid.
In the Note field, type Expired Product.
Print the invoice.
Create an expense transaction using Business Supplies as the Payee, and Old/Expired Product as the category – or the one recommended by your accountant.
Would you rather have all of this done for you? Not a problem! Main Street Software, Inc. offers a host of services to support you in your business. Our A la Carte Virtual Assistant service might be the perfect compliment to your busy life. Let us do the data entry on your expenses so you can spend time with your customers and family. Visit our website for more details.
This is the time of the year that we start booking Boulevard training sessions for springtime. If you are on the waiting list for a repeat visit, you will be contacted. If you can’t wait, or we haven’t been to your city yet, contact us now for first choice of dates.
If you are interested in hosting a training session, just arrange for a location, help market the event, and we’ll do the rest! National Sales Director or large area events are given priority, but tend to fill quickly, so book them now. LuAnn and our Customer Service Representatives love seeing our customers for a face-to-face learning experience that changes how every attendee uses their Boulevard software.
You just never know what LuAnn will cover in each of these sessions – or what tips and tricks she’ll share from her 26+ years of Mary Kay experience. This is training like you cannot imagine so don’t miss out! Contact our trainings coordinator to see if we can visit your city in the spring of 2010.
No matter how accurate you think you have entered and tracked information in your Boulevard software, the government wants you to count your inventory anyway. Now is the time to schedule a block of time to take the physical count. Main Street Software staff recommend the following steps:
Print the Inventory Worksheet by Category (filtered for Section 1 only).
Use this worksheet to take your physical count. Write your actual quantities in the column labeled Actual.
When your physical count is complete, highlight the items where the quantity you wrote is different from what Boulevard thinks you have.
Edit the physical count in your program for these items.
Print the Inventory Listing by Category (filtered for Section 1 only).
Voila! Keep this report handy, as it is necessary to complete your taxes. Because Boulevard’s inventory is ‘live’ all the time, you cannot recreate this report down the road.
References:
US: MK Tax Essentials 2008, p. 6
CA: MK Legal Ease, p. 5, section IV; CRA Income Tax Act, Inventory Valuation, NO: IT-473R, Paragraph 2 Determination of Quantities.
This is the time of the year that we start booking 
Voila! Keep this report handy, as it is necessary to complete your taxes. Because Boulevard’s inventory is ‘live’ all the time, you cannot recreate this report down the road.
