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The news in Para-Maître is all very well...but it doesn't tell the whole story!

The training team thought it would be useful to put together a newsletter that brings together information and goes further than traditional news.

In these lines, you will meet a member of our team (Bio section), you will be able to test your knowledge (Quiz section), you will know the dates of the next trainings (Training calendar section) and you will learn little tricks you don't know about our products (Did you know that ...? and Optimisation sections) and finally you will discover the new products (New products section).

Our upcoming projects will not be forgotten (Upcoming section) as well as our Archives section where you will find our old publications.

GOOD READING!

Training calendar

Introduction part 1

7-13-20-27 September from 8:30 to 16:30
4-12-18-25 October from 8:30 to 16:30
1-8-15-22-29 November from 8:30 to 16:30

Introduction part 2 

8-14-21-28 September from 13:00 to 16:30
5-13-19-26 October from 13:00 to 16:30
2-9-16-23-30 November from 13:00 to 16:30

Trust accounting (without initialization)

14-21-28 September from 8:30 to 12:00
5-13-19-26 October from 8:30 to 12:00
2-9-16 November from 8:30 to 12:00

Management of technological acts

1 September from 1 to 2 pm
8-28 September from 9 to 10 am
21 October from 9 to 10 am
9 November from 11 to 12 am

Features of Para-Maître

1 September from 9:00 to 11:00
16 September from 13:00 to 15:00
6 October from 14:00 to 16:00
27 October from 9:00 to 11:00
18 November from 13:00 to 15:00
30 November from 9:00 to 11:00

Did you know that...

Did you know that it is possible to do a single search to find all possible information containing unknown or accented characters?

Indeed, all search methods in Para-Maître allow a character to be replaced by an underscore (_), or several characters by %, thus facilitating the search for information regardless of how the term was originally entered in the software.

Examples include:

- Enter "c_t_" in the search to find "Côté, Coté, Côte, Cote"
- Enter "Jean_Fran_ois" in the search to find "Jean-François, Jean-Francois, Jean Francois".

- Enter 21% in the search to find the list of files for the year 2021 for all notaries.

Note that in all search screens, upper and lower case is not taken into account.

News

QuickBooks online

Integration of the bridge between Para-Maître and QuickBooks accounting software. Use the "Training" button to register for a needs assessment.
Learn More

AForm form

Generation of electronic forms allowing your clients to fill in the necessary information for the file.

BIO SECTION: ALAIN ASHTON, CEO

We talk... is an expression often used by our CEO. Hence the inspiration for the title of our new newsletter!

Alain followed different academic paths, starting with a bachelor's degree in electrical engineering at the Polytechnique and finishing with a bachelor's degree in computer science and operations research at the Université de Montréal. As he has always been very versatile and has done everything, it was difficult for him to choose a single branch of study when he was a teenager. He was very interested in the notary's office, and even thought of going into this field, but finally his passion for computer science naturally led him to this path.

Another phrase we often hear from our CEO is "Are you happy? During team meetings, this question will often be asked of his employees. The well-being of his employees is very important to him, as is the well-being of his customers.

Since he is always listening to the people around him, the word "impossible" or the phrase "it's always been done that way" are phrases he hates. He goes beyond the status quo, he is always looking for technological improvements and new ways of doing things to improve the environment, safety and work methods that will increase productivity for both his clients and his employees, making their daily lives easier. Alain ensures that he sees the big picture and makes decisions with this goal in mind.

OPTIMIZATION

Are you looking to optimise your use of Para-Maître? Keep in mind that Para-Maître is first and foremost a database and therefore, to use it to its full potential, it is essential to feed the software with as much data as possible. The more data you have in the software, the more you can produce comprehensive reports, statistics, lists and documents that will give you access to all the information you need quickly and at a glance. However, if information is missing from Para-Maître, it will not be included in the reports, lists or documents and your statistics will not reflect reality.

You agree on the principle but the reality is that you lack the time and resources to do the data entry properly?

The Para-Maître team provides you with shortcuts and tools such as Aform, Your Transfer and Virtual Registers that will help you improve your productivity and ultimately save time.

STAY TUNED!

In future issues, this column will cover the range of methods that can help you use your software well. You should also know that a training course specifically built around the notion of optimisation is available from the "Training" button in Para-Maître.

FREQUENTLY ASKED QUESTIONS

Changing a trust transaction date : 

 Via the menu "Accounting/Transactions/Corrections/Change date of a transaction" button 

This screen allows you to change a transaction date following an error during data entry, thus avoiding the need to cancel the transaction and then redo it. 

  1. Insert the financial institution and bank account;
  2. Enter the sequence number of the transaction to be modified (the sequence number is also referred to as "control number");
  3. Enter the new date of the transaction;
  4. Enter a reason or remark explaining the change in date;
  5. Click on the "Correct" button to complete the process. 

QUIZ: Test your knowledge

Question 1: 

What to do when a customer tells you that they are moving in the next few weeks? 

  1. I change the current address in his customer file
  2. I click on the button "Modification of the address on a date" in the customer file
  3. I put an appointment in my diary to help him make his boxes

 

Question 2:

How do I open an invoice for a specific customer? 

  1. I go to the invoice of the client in question
  2. I go to the customer file, section "Invoice" I double click on the sequence number
  3. I ask the accountant to send me the paper invoice by post

 

Question 3:

What do I do if my client is not a Quebec resident and I need to register his consent to organ donation? 

 

  1. I call Avancie customer service
  2. I do not enter the health insurance number in the customer file
  3. I use the field "Other M.I.N." to enter another identification number (e.g. the blue cross)

Answers: Q1=2, Q2=2, Q3=3

COMING SOON

- New Aform templates for the creation of a legal entity 

- Full integration with Stewart Securities Insurance 

- Integration of the signature of technological acts

Need to talk about something else?

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