YOUR COMPLETE AP & BILL PAY SOLUTION
|
|
- Vivian Lamb
- 7 years ago
- Views:
Transcription
1 YOUR COMPLETE AP & BILL PAY SOLUTION
2 WHAT IS XTBILLS? XTBills was created to provide small and medium-sized businesses with the tools they need to harness the power of an automated and online AP workflow. It is our goal to offer a solution that is affordable to any business, while not compromising on technology or features. With XTBills, we have developed a solution which allows users to streamline processes, enhance data quality, tighten AP controls, and consolidate bill management into a single interface. Above all, we wanted to create a simple-to-use solution which allows customers to focus on doing what they do best - growing their business.
3 REDUCE INVOICE PROCESSING COSTS ALLOWING YOU TO FOCUS ON GROWING YOUR BUSINESS EXPEDITE PROCESSING SPEED INCREASE BILL DATA ACCURACY SYNC DATA WITH ACCOUNTING SOFTWARE REDUCE PRINTING & STORAGE COSTS
4 ENTERPRISE FUNCTIONALITY. SHOESTRING BUDGET. XTBills was designed to provide a robust AP workflow solution, without breaking the bank. With multiple workflow settings, user management and payment options available, XTBills exists to scale seamlessly with the growing needs of your business.
5 FLEXIBLE BILL PAY OPTIONS Your growing business requires flexibility and options when it comes to handling your AP needs. Our application supports ACH and checkbased payments as well as support for partial payments and recurring payment scheduling, ensuring that you have the tools you need, when you need them. QuickBooks INTEGRATION XTBills was designed with full integration capabilities into your existing QuickBooks Online or Desktop account. With daily automatic data synchronization as well as on-demand synchronization options, your data is kept streamlined and accurate across both accounts. By integrating your existing GL codes, expense classes and vendor data, payments made through XTBills provide a seamless AP experience.
6 INTUITIVE BILL DATA ENTRY Save time, money and paper by transferring your bill data into streamlined digital documents. Enter header and line item details, and code bills using your linked QuickBooks Account, Customer, and Class data. You can even send your bills to your dedicated XTBills inbox, or to our data entry team for only $0.99/bill. FLEXIBLE AP WORKFLOW From a simple enter-and-pay workflow to highly-controlled review and approval processing, customize XTBills to meet your needs. Edit these settings at any time and closely manage your payables with audit log tracking and customizable user-permissions.
7 AP REPORTING SUITE Keeping tabs on your cashflow is critical, and our robust AP Reporting tools were designed to keep your finger on the pulse of your payables. View payment history, outstanding payments, vendor balances and more, all with a reporting suite that allows you to view, export and share your data quickly. DEDICATED SUPPORT Help is only a call or click away with XTBills. Our toll-free, live chat and support are available Monday-Friday, 9am - 5pm Central Time. In addition, our robust Knowledge Center is full of helpful tips, user guides and instructional videos designed to get you up and running with XTBills in no time.
8 BILL PAY ON-THE-GO With XTBills mobile applications, your bill pay process is right at your fingertips. View bills needing approval, reference a handy bill activity calendar and even upload bills directly from your mobile device into your account, or to us for data entry.
9 THE POWER OF MOBILE AP In today s wired world, business owners are no longer bound to their desk to stay connected with vendors, customers and employees. But since accounting personnel can be located across cities and even states, it s important to make sure your bill pay processes don t miss a beat. You can review, approve and pay bills directly from your device, keeping your payments on track, even when you re out of the office. FEATURES INCLUDE Review, approve and pay bills directly from your device Take bill photos directly from your device Send bill images to XTBills for data entry Access your photo library for bill image upload at any time Access your bill activity calendar Add bill comments and notes
10 PLANS THAT GROW WITH YOUR BUSINESS BUSINESS BUSINESS+ CORPORATE UNLIMITED $ 17.99/mo. $ 27.99/mo. $ 37.99/mo. $ 57.99/mo. 1 USER 3 USERS 5 USERS UNLIMITED USERS ACH PAYMENTS - $0.45/ea. TRANSACTION FEES: CHECK PAYMENTS - $1.39/ea. DATA ENTRY SERVICES - $0.99/ea. QuickBooks INTEGRATION - INCLUDED
11 ? WHAT DO I GET WITH MY 30-DAY FREE TRIAL? Your Free Trial allows for up to 3 users, in addition to providing 5 complimentary ACH payments, 5 complimentary check payments and 10 complimentary bill data entry services. CAN I MANAGE MULTIPLE COMPANIES FROM MY XTBILLS ACCOUNT? Certainly. It s as simple as adding a new company from within your account and completing the setup process again. Each company will have its own subscription and billing period, as well as being linked to its own QuickBooks Online or QuickBooks Desktop account. DO I NEED QuickBooks TO USE XTBILLS? At this time, an active QuickBooks Desktop or Online account is required to utilize the full bill payment capabilities of XTBills. We are hard at work crafting additional accounting software integrations and standalone options, so stay tuned. HOW ARE MY BILL PAYMENTS PROCESSED? We are partnered with one of the largest and most established banks in the United States in order to process check and ACH payments made via XTBills. All payments are FDIC insured, and we have implemented industry leading services to monitor web security, privacy, and PCI compliance. HOW DOES XTBILLS CHARGE MY ACCOUNT? Upon completion of your trial period and entry of credit card information, you will be immediately charged for your first month of service. Each month after that, you will be billed for the upcoming month s platform access in addition to the previous month s balance of ACH payment, check payment and data entry transaction fees. HOW LONG DOES IT TAKE PAYMENTS TO CLEAR? Our daily cutoff time to process bills is 5pm Central Time, Monday-Friday. For bills entering the processing flow at that time, payments will typically be received into vendor bank accounts within 3 business days for ACH payments, and physically in-hand within 3-5 business days for check payments.
12 ALL THE BELLS (with whistles thrown in for free) BILL PAY & BILL DATA Positive Pay check payments with full remittance detail ACH bill payments Mark bills as paid outside of XTBills Manage, search and apply vendor credits View check images and remittance details Complimentary XTBills bill inbox account Bill data entry services for $0.99/bill Unlimited image and support file hosting Bill line item entry by product or account Billable and taxable bill line item options Add bill comments and support documents Assign recurring bill events and frequency Advanced bill search capabilities QuickBooks INTEGRATION QuickBooks integration included in all subscription tiers Integrates with QuickBooks Online and QuickBooks Desktop Daily and on-demand account synchronization options Detailed account sync logs Flexible conflict handling and synchronization options Sync vendor, bill, payment, class, customer, item, payment term, and account data Sync data lookup tables from QuickBooks account
13 WORKFLOW OPTIONS Intuitive dashboard Account setup wizard Editable review, approval and payment workflow Editable account notification settings Document change audit logs 7 editable user profile settings Payment lead time settings Add and edit vendors and vendor settings AP MOBILE APPLICATIONS Review, approve and pay bills Take bill photos directly from your device Send bill images to XTBills for data entry Upload bill images from device image library Access your bill activity calendar Add bill comments and notes APPLICATION SUPPORT Complimentary toll-free support Live chat support support Robust Knowledge Center & how-to videos AP REPORTING Export, & print reports Bill, payment, and uncashed check reports Vendor balance reports Aging reports PRIVACY & SECURITY TrustE Certified Norton Secured SSL FDIC insured bill payments TECHNOLOGY MEETS VISION XTBills is a subsidiary of XTGlobal, Inc., a leading provider of technology services serving the needs of AP automation, IT services, resource staffing and business process outsourcing. XTGlobal is among the fastest growing private companies in the United States, and has since its inception in 1998, expanded its operation to a team of over 500 professionals across the United States and India.
14 TAKING THE PAIN OUT OF PAYABLES TOLL FREE: WEB:
Sage 300 Construction and Real Estate
Sage 300 Construction and Real Estate Formerly Sage Timberline Office MyAssistant Release Notes Version 12.1 NOTICE This document and the Sage 300 Construction and Real Estate MyAssistant software may
More informationACCESS MADE EASY MANAGE YOUR FINANCIAL FUTURE, SIMPLY AND SECURELY
MANAGE YOUR FINANCIAL FUTURE, SIMPLY AND SECURELY Log in from any device NorthwesternMutual.com is making it easier to manage your money and accounts and plan for your financial future. PERSONAL INSURANCE
More informationSage Software Sage Nonprofit Solutions 12301 Research Blvd. Building IV, Suite 350 Austin, TX 78759. 866-831-0615 www.sagenonprofit.
Sage Software Sage Nonprofit Solutions 12301 Research Blvd. Building IV, Suite 350 Austin, TX 78759 866-831-0615 www.sagenonprofit.com 2006 Sage Software, Inc. All rights reserved. The Sage Software logo
More informationQuickBooks Online Advanced Certification
#SNH16 QuickBooks Online Advanced Certification Exam Prep Part 1 #SNH16 Attending this Breakout session for the full 100 minutes entitles you to 2 hours of CPE. Please be sure you check in to the session
More informationAgenda. Copyright 2012 2013 Acuity Business Solutions, LLC All Rights Reserved
Agenda Understand the reasons your firm purchased Vision analyzing your company s pain points What is an ERP and how is it different? Project Lifecycle Reasons why firms fail at implementation or user
More informationFrom small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows.
GROWING with From small businesses to large enterprise companies, Recurly offers the simplicity and sophistication your business needs as it grows. Our features, tools, and support help you effectively
More informationQUICKBOOKS ONLINE CLIENT TRAINING
QUICKBOOKS ONLINE CLIENT TRAINING WE HAVE 5 COURSES THAT ARE PART OF THIS QUICKBOOKS ONLINE CLIENT TRAINING MATERIAL. THEY ARE: COURSE 1: GETTING STARTED COURSE 2: NAVIGATING QUICKBOOKS ONLINE COURSE 3:
More informationIncreasing Productivity with Mobile Integration.
1 Mobile Medicine: Increasing Productivity with Mobile Integration. Executive Summary Mobile devices smartphone or tablet computers are everywhere increasing effectiveness and efficiency in everyday life.
More informationmanage and pay your bills, create invoices, get paid online, and securely store and share information with your customers and vendors
Introducing Bill.com The smarter, faster and secure way to The smarter, faster and secure way to manage and pay your bills, create invoices, get paid online, and securely store and share information with
More informationBusiness Online Banking. Important Information About Your New Online Banking Services
Business Online Banking Important Information About Your New Online Banking Services Welcome to Citizens Business Bank As a member of the Citizens Business Bank family, you can expect enhanced products,
More information; ; ; ; MICROSOFT BUSINESS SOLUTIONS NAVISION STANDARD
; ; ; ; MICROSOFT BUSINESS SOLUTIONS NAVISION STANDARD MICROSOFT BUSINESS SOLUTIONS NAVISION STANDARD Microsoft Navision Standard is an integrated business management solution designed for organizations
More informationInternet Banking with ACH (Automated Clearing House)
Internet Banking with ACH (Automated Clearing House) What is ACH? For businesses that need to send transactions electronically. Automated Clearing House (ACH) Network is a nationwide electronic payment
More informationMothernode CRM ENTERPRISE (ERP) EDITION
Mothernode CRM ENTERPRISE (ERP) EDITION Everything you need to run your business from sales to order fulfillment, inventory management to invoicing, and much more. Mothernode CRM The easiest way to run
More informationSTART HERE THE BASICS TIPS + TRICKS ADDITIONAL HELP. quick start THREE SIMPLE STEPS TO SET UP IN UNDER 5 MINUTES
quick start Thank you for choosing Virtual Wallet! We hope Virtual Wallet will help you spend, save and grow your money. This Quick Start will introduce you to some of Virtual Wallet s features so you
More informationWWW.SALESPAD.NET PHONE: 616.245.1221
SALES PAD ERP SalesPad ERP delivers an all-in-one order entry, inventory, and sales management solution that integrates seamlessly with Intuit Quickbooks, saving your sales and customer service team time
More informationWelcome to CINcompass
TABLE OF CONTENTS 14-Day Trial Overview...2 Getting Started...3 The Dashboard...4 The Main Menu Toolbar...5 Setup Wizard...6 Create a New Client...7 Navigate through a Matter...8 Help...9 FAQ...10 Welcome
More informationAccelerating Your Cash Flow
Accelerating Your Cash Flow Invoices On-Line Invoices On-Line (IOL) from Direct Insite delivers on-demand AP, AR and payments capabilities that are deployed fast, with minimal cost and operational impact,
More informationCapture more billable hours, bill faster,
The ProSystem fx Office > ProSystem fx Practice PRACTICE MANAGEMENT Tax Engagement Profit Driver Fixed Assets > Practice Practice Driver Site Builder Outsource Planning Trial Balance Capture more billable
More informationIDEAS Property Clerk Enterprise Property Management Accounting Software. IDEAS Software 1-866-346-6700 www.ideascomputer.com
IDEAS Property Clerk Enterprise Property Management Accounting Software IDEAS Software 1-866-346-6700 www.ideascomputer.com Table of Contents IDEAS Property Clerk Enterprise Product Overview...1 Key Benefits
More informationQuickBooks 2012 What's New and Improved
QuickBooks 2012 What's New and Improved By Laura Madeira Register to win over $8K of QuickBooks Software* www.quick-training.com/free-quickbooks-2012 A brief review of the new and improved features and
More informationipm it s project management Integrated. Intuitive. Intelligent IPM PROJECT MANAGEMENT STANDALONE
ipm it s project management Integrated. Intuitive. Intelligent IPM PROJECT MANAGEMENT STANDALONE IPM, by IPM Global, is a next generation project management suite that provides a scalable solution with
More informationCustomer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012
What s New Maximizer CRM 12 Features New Mobile Access User Interface Enhanced Mobile Access Appointment Management Enhanced Web Access User Interface Improved Web Access Speed & Navigation LinkedIn Integration
More informationThe Benefits of Automating AP and AR in the Cloud
The Benefits of Automating AP and AR in the Cloud Robert Colburn Consultant, CliftonLarsonAllen CLAconnect.com Housekeeping If you are experiencing technical difficulties, please dial: 800-422-3623. Q&A
More informationApplication Programming Interface (API)
Integration to Salesforce CRM Create a Recurring Billing Contract from an Opportunity in one click. Create a Sales Order from an Opportunity in one click. Create a Project from a list of pre- defined templates
More information1 - ACCOUNTS RECEIVABLE
1 - ACCOUNTS RECEIVABLE ACCOUNTS RECEIVABLE 1.01 User defined GL posting dates for receivables documents (e.g. orders, invoices, etc.) to be either the Transaction Date or the System Date. 1.02 User configuration
More informationA Management Software Solution For Accounting Practitioners TA K E CON T R OL OF YOUR P R AC T IC E
A Management Software Solution For Accounting Practitioners TA K E CON T R OL OF YOUR P R AC T IC E Introduction to Clear Biz Why Clear Biz Is The Right Solution For You. Accounting Practitioners spend
More informationIntuit. QuickBooks. Small Business Resource Guide. Get started Additional business resources Support tools
Intuit QuickBooks Small Business Resource Guide Get started Additional business resources Support tools #1 Small Business Financial Software in North America 1 Welcome to Intuit QuickBooks There are many
More informationTM Forum Your trusted online source for Treasury Management news
In this issue: Fall 2014 Integrated Receivables nextgeneration platform addresses processing challenges Bank partnership key to building a robust e-payables program Integrated Receivables nextgeneration
More informationAutomating Accounts Payable with GP & Mineral Tree
Automating Accounts Payable with GP & Mineral Tree Webinar Attendee Questions Question Do you have to use the payment process from MineralTree, or can we use the GP system for generating checks still?
More informationProduct Information YOUR BUSINESS OPERATING SYSTEM
Product Information YOUR BUSINESS OPERATING SYSTEM More than just software, BillQuick is your billing assistant, project manager and accountant. Over the last 20 years, BillQuick has evolved from a simple
More informationNetClient CS Setup & Use
NetClient CS Setup & Use Business Model Copyright 2015 Rootworks Overview This document covers the setup of NetClient CS portals and the basics of administering them. The focus of this document is on the
More informationWhat s New in Version 12
What s New in Version 12 New Service Agreement Scheduling tab design makes scheduling much easier. Brand new List Views report capability that opens the door for new searching and reporting in ESC. Dispatch
More informationVendor Management System. How Does This Work
Vendor Management System How Does This Work What does It Do? Which staffing vendors are providing services to our company, and do we have an active contract? How many contract workers are on site, and
More informationBB&T Bill Payment. A Better Way to Pay
BB&T Bill Payment A Better Way to Pay About Today s Presenter Jeff Hibbard Jeff Hibbard is a Vice President with BB&T and manages the Electronic Money Movement Product Group. He has more than 10 years
More informationElectronic Accounts Payable
Electronic Accounts Payable Presentation Virginia Government Finance Officer s Association VA Beach, May 21,2008 Shakeel Yusuf County of Fairfax, Virginia Electronic Accounts Payable Outline The Accounts
More informationAccess to a unified real-time solution enables your company to make informed decisions and maximize profitability.
FEATURES OVERVIEW The Operational Networked Elements (ONE) platform serves as the base infrastructure and information integration for B2W Estimate and the B2W Operational Suite unifying resources across
More informationACCOUNTS PAYABLE VOUCHER ADJUSTMENT
ACCOUNTS PAYABLE VOUCHER ADJUSTMENT TRANSACTION ENTRY OVERVIEW Use Vision Transaction Center to enter and maintain data on various types of transactions, such as disbursements, expenses, invoices, and
More informationPCLaw Billing and Accounting Software. Keep your firm s matters and finances organized and in control with PCLaw software. 60-DAY MONEY-BACK GUARANTEE
PCLaw Billing and Accounting Software Keep your firm s matters and finances organized and in control with PCLaw software. Thousands of law firms and legal departments trust award-winning PCLaw software
More informationImportant Account Information
Important Account Information Account Information and Conversion Detail Guide for River Valley Financial Bank Clients Transitioning to German American Bank. This account information guide will help you
More informationEMRDoc. Computerized Emergency Department Information System for Physicians and Nurses. For More Information Contact: 515.965.8040 www.epowerdoc.
Physician & Nurse Documentation Discharge Instructions e-prescribing Patient Tracking Board Reporting Module Coding Module EMRDoc Computerized Emergency Department Information System for Physicians and
More informationSimplify your payments processing
Simplify your payments processing Savings & Security in a Single Receivables Platform ETran accepts: credit cards checks echecks/ach cash You choose: your credit card processor your bank the integration
More informationProduct Brief. Intacct Financials & Accounting. Intacct General Ledger
Product Brief Intacct Financials & Accounting Intacct Financials and Accounting includes Intacct General Ledger, Intacct Accounts Receivable, Intacct Accounts Payable, Intacct Cash Management and Intacct
More informationImportant Information About Systems Conversion
Important Information About Systems Conversion The conversion from American Bank systems will occur over the weekend of April 22-24, 2016. Please read the following important information and instructions.
More informationCloud Computing: Supporting Small Businesses with QuickBooks Online.
Cloud Computing: Supporting Small Businesses with QuickBooks Online. Written by: Stacy Kildal, Kildal Services LLC Presenter: Stacy Kildal, Queen of QBO Waterford, Michigan StacyK.net RadioFreeQB.com Internationally
More informationS U M M A R Y O F T R A D E P O I N T E N T E R P R I S E F O R W I N D O W S C O R E F U N C T I O N A L I T Y
S U M M A R Y O F T R A D E P O I N T E N T E R P R I S E F O R W I N D O W S C O R E F U N C T I O N A L I T Y C U S T O M E R R E L A T I O N S H I P M A N A G E M E N T O V E R V I E W CRM: Contact
More informationRecommendations for Getting Started
Recommendations for Getting Started Welcome to PestPac! There are various settings to configure upfront to streamline your workflow, usage and reporting for your business. The Lookup Tables, Company Setup,
More informationHow Tallie Expense Report Software Works
PRODUCT WORKFLOW How Tallie Expense Report Software Works Capture expenses on the go with your phone or tablet Snap a Receipt Photo When the cashier hands you a receipt, just pull out your phone and take
More informations o l u t i o n s k n o w l e d g e w o r k f l o w f l e x i b l e a d a p t a b l e
Copyright Axcis.Net 2005 s o l u t i o n s SMP is the most complete and affordable service management software on the market today. Each fully integrated module focuses on key elements of the service industry,
More informationHomeAway.com, Inc. 2012
HomeAway.com, Inc. 2012 All rights reserved. No part of this product may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or
More informationAccounts Payable. Cash Projections Reports - 3-tiered Pay on Dates show what is due in the next 30/60/90 days.
The Accounts Payable module can process multiple Companies and Locations and is fully integrated to the General Ledger module. With the Reporting and Query capabilities of the AP module, you can increase
More informationAll Practice Management Solutions Are Not Created Equal
All Practice Management Solutions Are Not Created Equal All Practice Management Solutions Are Not Created Equal A Comparison of Amicus Attorney Features and Clio Features Introduction Today s business
More informationGo Paperless with Sage ERP Document Management
Go Paperless with Sage ERP Document Management Robert Kramer, Managing Consultant, BKD Technologies Tony Choquehuanca, Sales Director, Midwest Region, Altec How do you manage paper today? File Cabinet
More informationGetting Started with ConceptDraw PROJECT v7 for Windows
Getting Started with ConceptDraw PROJECT v7 for Windows CS Odessa corp. Contents GETTING STARTED WITH CONCEPTDRAW PROJECT...3 CREATING PROJECTS...5 ASSIGNING RESOURCES...7 SETTING THE CALENDAR...9 MANAGING
More informationDesigned to Deliver Value
Simple. Economical. Powerful. Designed to Deliver Value ENTERPRISE CONTENT MANAGEMENT FOR INFOR LAWSON CUSTOMERS IMAGE EXPRESS Simple. MHC Image Express can be installed and in production in as few as
More informationWhat s New? Microsoft Dynamics NAV 2016
Microsoft Dynamics NAV 2016 What s New? Microsoft Dynamics NAV is a business solution from Microsoft that is quick to implement, easy to use, and has the power to support your business ambitions. 2015
More informationPurchasing-A/P Topic: Purchasing Services
Purchasing Solutions Unit: Purchasing-A/P Topic: Purchasing Services At the conclusion of this exercise, you will be able to: Perform the steps to purchase a service with a purchase order Process vendor
More informationMothernode CRM SALES & MARKETING EDITION
Mothernode CRM SALES & MARKETING EDITION Increase lead acquisition and conversion, measure campaign revenue and integrate with popular marketing applications. Mothernode CRM The easiest way to run your
More informationOffer Your Customers Branded Law Firm Practice Management Software - Chosen By More Than 15,000 Legal Professionals!
Offer Your Customers Branded Law Firm Practice Management Software - Chosen By More Than 15,000 Legal Professionals! ESI has been providing practice management software to legal professionals under the
More informationKaseya 2. Quick Start Guide. Version 1.0
Kaseya 2 Service Billing Quick Start Guide Version 1.0 May 29, 2012 About Kaseya Kaseya is a global provider of IT automation software for IT Solution Providers and Public and Private Sector IT organizations.
More informationGetting Started with ConceptDraw PROJECT v7 for OS X
Getting Started with ConceptDraw PROJECT v7 for OS X CS Odessa corp. Contents GETTING STARTED WITH CONCEPTDRAW PROJECT...3 CREATING PROJECTS...5 ASSIGNING RESOURCES...7 SETTING THE CALENDAR...9 ADDING
More informationZoho CRM. Getting Started. Guidelines for Beginners
Zoho CRM Getting Started Guidelines for Beginners - 1 - Getting Started on Zoho CRM Welcome to Zoho CRM, an On-demand Customer Relationship Management (CRM) software for managing your customer relations
More informationConverting a QuickBooks Desktop file to QuickBooks Online
Ready to convert your files from QuickBooks Pro or Premier to? If so, follow these 6 simple steps, and you ll be up and running in no time. Some important things to note before you start: Quick Reminder:
More informationCopyright 2006 Business Management Systems. Web Based ERP/CRM Software
Web Based ERP/CRM Software INTRODUCTION...8 Features... 9 Services... 10 INSTALLATION...11 CUSTOMER FILE...12 Add Customer... 12 Modify Customer... 14 Add Ship To... 15 Modify Ship To... 16 Reports...
More informationProject Portfolio Management Information System
Project Portfolio Management Information System Highlights It provides a single point of access to proposal and project information. It streamlines proposal preparation during all important tendering phases
More informationHow To Manage A Sales Force Management System
FS CRM Solution = Customer Relationship Management = After Sales Support = = Marketing = Sales = Customer Service = Inventory = The FS CRM is a cloud hosted on demand solution that caters to all your customer
More informationElectronic Payment Processing Export (Online Banking) in The Marina Program
Electronic Payment Processing Export (Online Banking) in The Marina Program Introduction The Marina Program can export batch charges for balances owed by your customers against credit cards and bank accounts
More informationGain deeper insight into your business with Sage 300 Construction and Real Estate
Gain deeper insight into your business with Sage 300 Construction and Real Estate Your employees face issues that impact your company s profitability on a daily basis. These issues include controlling
More informationTechnical Note: Setting Up Authorized Reference GL Account IDs for Use when Posting AP Invoices
Article # 1224 Technical Note: Setting Up Authorized Reference GL Account IDs for Use when Posting AP Invoices Difficulty Level: Beginner Level AccountMate User Version(s) Affected: AccountMate 7 for SQL
More informationManageEngine ServiceDesk Plus - MSP Training Agenda
ManageEngine ServiceDesk Plus - MSP Training Agenda Introduction Target Audience Who Should Attend Course Objectives Course Agenda 1. Introduction : This document outlines the training plan for ManageEngine
More informationESILAW Partner Program
ESILAW Partner Program Law Firm Practice Management Software Used by More Than 15,000 Legal Professionals! ESI has been providing practice management software to legal professionals under the ESILAW brand
More informationRevolutionary Productivity Tools for Macola
Revolutionary Productivity Tools for Macola REALTIME DATA MANAGEMENT SUITE BANK LOCKBOX SYSTEM INTEGRATION AUTOMATED WEBSITE ORDER IMPORT QUICK, EASY SOLUTIONS FOR MACOLA EXACT Software Specialists MACOLA
More informationHands-on Sessions Each attendee will use a computer to walk-through training material.
Training Guide Use our Training Guide to help find out which sessions you should attend. Hands-on Sessions Each attendee will use a computer to walk-through training material. Mobile App Content Sessions
More informationBalance Sheet Account Reconciliations Policy and Procedures
Responsible University Officials: University Finance Leads Responsible Offices: University Finance Date: January 2015 Balance Sheet Account Reconciliations Policy and Procedures Contents 1. Policy Statement...
More informationAccess ACS 101 Day 2: Online Giving, Event Registration, Serving & Connections
Access ACS 101 Day 2: Online Giving, Event Registration, Serving & Connections Copyright Copyright 2013 ACS Technologies Group, Inc. All rights reserved. Reproduction of any part of this publication by
More informationCase Study. OxyHealth. Zoho CRM and Google Apps Deployment Project. Copyright 2014 ViWo, Inc.
Zoho CRM and Google Apps Deployment Project Copyright 2014 ViWo, Inc. Case Study From the time I first contacted VIWO, we were up and running within a week. Another high note was how available and approachable
More informationCredit Card & echeck Processing
Credit Card & echeck Processing Last Revised: 3/19/14 Table of Contents Overview... 3 Creating Credit Card & echeck transactions within AlarmBiller... 3 Types of credit cards accepted... 3 A Note on PCI
More informationRicoh Consulting. IT Service. Affordable, smart solutions from Ricoh Consulting. Contact RicohITServices@ricoh.co.nz
Ricoh Consulting IT Service Affordable, smart solutions from Ricoh Consulting Contact RicohITServices@ricoh.co.nz Finally. An IT Service that s guaranteed to stay in budget Are you tired of grappling with
More informationidocuments Solutions Overview Enterprise financial management & workforce solutions www.idocuments.net June 2015
idocuments Enterprise financial management & workforce solutions Solutions Overview June 2015 Sy na nt i x Ltd. All r ig ht s r es er ved. P a g e 1 17 Contents Introducing idocuments... 3 Mobile Approvals
More informationOpenText Content Server: Automated Routing and Coding (ARC)
OpenText Content Server: Automated Routing and Coding (ARC) Overview The Automated Routing and Coding (ARC) function eliminates unnecessary steps for repeated vendor invoices and expedites the overall
More informationZoho Projects. Social collaborative project management platform
Zoho Projects is a feature- rich and easy- to- use cloud- based collaborative project management platform for small to medium- sized businesses as well as teams and departments in larger companies. Its
More informationSAMPLE ACCOUNTS PAYABLE. Policies & Procedures FOR. Version Edited By Edited Dates Comments 1.0 Irene Bushnell November 2015 Baseline
ACCOUNTS PAYABLE Policies & Procedures FOR Version Edited By Edited Dates Comments 1.0 Irene Bushnell November 2015 Baseline Intacct AP Policies & Procedures October 2015 2015 Synergy Business Solutions.
More informationSync your schedule and work orders with SME & Microsoft Outlook
Sync your schedule and work orders with SME & Microsoft Outlook High 5 Software is proud to announce a new addition to the SME product family to keep your sales staff and technicians in synch with SME
More informationMicrosoft Dynamics GP 2013. Packaging of Functionality & Product Capabilities in Microsoft Dynamics GP 2013
Microsoft Dynamics GP 2013 Packaging of Functionality & Product Capabilities in Microsoft Dynamics GP 2013 Date: November, 2012 Contents Become a Dynamic Business with Microsoft Dynamics GP 3 How to Buy
More information1 Mhelpdesk LLC. mhelpdesk.com @mhelpdesk
1 Mhelpdesk LLC. mhelpdesk.com @mhelpdesk Mhelpdesk Success Stories Mhelpdesk has allowed us to out-compete our competition big and small! Before incorporating Mhelpdesk into our business, we were scattered
More information1201 Walnut, Suite 310 Kansas City, MO 64105-5327 Ph: (816) 698-2488 Fx: (206) 577-3937
1201 Walnut, Suite 310 Kansas City, MO 64105-5327 Ph: (816) 698-2488 Fx: (206) 577-3937 NEW FEATURES in TIMESLIPS 2016 Supports Windows Speech Recognition to enter text in description areas. Watermark
More informationPaperless Office Solution Framework for Banking & Financial Services A Business Process Automation (BPA) Approach
Paperless Office Solution Framework for Banking & Financial Services A Business Process Automation (BPA) Approach A White Paper Santosh Khanolkar Platform Strategy Advisor, Microsoft Corporation India
More informationQuickBooks Online Certification Exam Prep (Parts 1-3) Wifi Network: Password: Welcome
#SNH16 QuickBooks Online Certification Exam Prep (Parts 1-3) Wifi Network: Password: Welcome Attending this Breakout session for the full 100 minutes entitles you to 2 hours of CPE. Please be sure you
More informationCommunications. Learn how to easily schedule and send automated correspondence to remind clients of important dates, actions, and meetings.
Stay In Touch with CINcompass Communications Learn how to easily schedule and send automated correspondence to remind clients of important dates, actions, and meetings. Table of Contents Overview Getting
More informationNEWSTAR Training Guide. Banking, Consolidations and Tax Systems
NEWSTAR Training Guide Banking, Consolidations and Tax Systems Document A11 / A12 / A19-0.1 November 2005 NEWSTAR Training Guide: Banking, Consolidations and Tax Systems 2005 Constellation HomeBuilder
More informationOracle Global Price List
Oracle Global Price List Software Investment Guide - Oracle RightNow Pricing October 6, 2014 Unless otherwise stated, standard term for an initial Oracle Right Now Cloud Services is three (3) years. Oracle
More informationOurRecords RFI Response
OurRecords RFI Response Multistate Registration and Filing Portal, Inc. Subject: Multistate Registration Filing Portal (MRFP) Request for Information Response Dear MRFP selection team, We are pleased to
More informationPCLaw Billing and Accounting Software
Practice Management Increase Efficiency, Cash Flow and Profits with PCLaw Billing and Accounting Software Gain new levels of efficiency and financial performance for your practice with integrated back-office
More informationTime Matters and Billing Matters 13 New Features & Enhancements
Time Matters and Billing Matters 13 New Features & Enhancements Client Portal Online File Sharing Time Matters 13 software streamlines the document sharing process to help you be more productive while
More informationBusiness Process and Best Practices: A diagnostic checkup for your services organization
Business Process and Best Practices: A diagnostic checkup for your services organization This white paper provides a framework for conducting an audit of your services business processes and your PSA solution
More informationQuickBooks Interface for Almyta Control System Contents
QuickBooks Interface for Almyta Control System Contents QuickBooks Interface for Almyta Control System... 1 Introduction... 2 Configuring the Interface... 4 Account Description... 6 Export Receipts and
More informationTeamWorks Travel and Expense
TeamWorks Travel and Expense Powered By Concur Technologies TTE Local Admin: Reporting Handbook TABLE OF CONTENTS Section 1: Who can Access Reporting... 3 Section 2: Reporting... 3 Accessing the Reporting
More informationwww.cathaybank.com Cathay Business Online Banking Quick Guide
www.cathaybank.com Cathay Business Online Banking Quick Guide Effective 06/2016 Disclaimer: The information and materials in these pages, including text, graphics, links, or other items are provided as
More informationBenefits. Feature Overview. Architecture. 1 AP Invoice Wizard Fact Sheet
AP Invoice Wizard AP Invoice Wizard enables you to create your Oracle Payable invoices using Excel. Forget about manual data entry when you can now download or copy invoice information into Excel, make
More informationHow to Manage Your Account
How to Manage Your Account B A N K I N G I N S U R A N C E I N V E S T M E N T S Managing Your Mortgage Account Couldn t Be Easier! Thank you for choosing BB&T for your home mortgage. We know that buying
More information