Make Your 1099s Sparkle & Shine in the New Year

The beginning of the year feels like waking up to a brand new day—the slate of the previous year is wiped clean and we’re energized to start anew. This New Year put the right foot forward and make your 1099 forms sparkle and shine with a little help from BMS! In this article, we’ll review:..

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A Systematic Approach to Bank Reconciliations in CaseLink Web

The Bank Reconciliation tool in CaseLink Web provides a fully online method for reconciling bank accounts of the estates you manage on a monthly basis. The Bank Reconciliation screen (Banking > Bank Reconciliation) has a tabbed interface that groups accounts into one of five options, providing a systematic process for reconciling accounts: Ready to Approve:..

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New Year’s How-To: Properly Coding Escrow Deposits in Your Estate Accounts

Selecting the correct transaction code for funds within escrow accounts can be confusing, and many clients have been incorrectly choosing the 9999 UTC for “Account Transfers.” If you are transferring funds from an outside bank account into a Rabobank account for the estate, you may be wondering how to properly code them. The USDOJ released an updated version of the Uniform Transaction Code..

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Behind the ‘Green’ Curtain: Armani Ung

Providing superior support to our clients is a key differentiator for BMS. We consistently hear from clients that they appreciate the assistance they receive from the team members in the BMS Support Center. You’ve heard their voices over the phone over the years. But who are they? Take a closer look in our new ‘BMS Behind the..

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Ace your 2016 Audit: Top 10 Trends

Using the reports of top audit findings over the last three fiscal years, we’ve compiled a list of the top 10 audit trends. This year, ace your audits by being aware of these top audit issues, and use the tips provided in this article to correct those common errors by using the tools provided in your..

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New Year’s Resolution: Stay Organized

Many things can accumulate over a full year—especially emails and files littering your work space. Ditch all of that clutter and gain more peace of mind in the New Year by taking some time to organize your inbox and computer! Last month, we wrote about the benefits of a paperless office, including shedding the burden of carrying..

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Avoid Bloatware when Installing Java Updates

Cutting out junk food this year? Cut out junk software while you’re at it! This year, keep your computer healthy by regularly updating your Java software to patch any security vulnerabilities, and avoid installing bloatware (miscellaneous junk software add-ons) by carefully reading installation instructions. Check out a few tips on updating your Java software to make sure no..

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Live Training Webinars – January 2016

Live Training Webinars – January 2016 Learn to leverage BMS software solutions and services with exclusive training just for BMS clients. All live webinar-style classes are now available through BMS University. Don’t have a BMS University login? It’s easy to enroll…just click here to request admission. You’ll receive your personal enrollment ID and password within..

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