BTerrell Group Blog

Docassist, A/P workflow, and G/L close

Posted by Brian Terrell on Thu, Jun 26, 2014

Yesterday, a prospect asked how Docassist, a cloud based document management and workflow automation application, could help his company discover and account for unapproved Accounts Payable bills received in the first days of one fiscal period but belonging in the prior period's results. In other words, these bills would be added to the A/P workflow in the first few days of a month and remain unapproved and unposted up to the moment the accounting department would be ready to close the books. As our prospect noted, "We don't want to close out a month and omit an invoice while the invoice may still be in the approval process."  

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Tags: accounts payable, general ledger, docAssist

Top TEN Reasons to Upgrade to Sage 300 ERP 2012

Posted by Meredith Gooch on Tue, Nov 06, 2012

Simplify Processes. Improve Visibility. Stay Connected.

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Tags: Accpac ERP, accounts payable, Accpac 6, Accpac 6.0, accpac 5.4 payroll, accpac 6.0 security, accpac 6.0 security settings, Accpac 6 FAQ, accpac 5.4, accpac 5.6 update, accpac 6.0 features, accpac 6 features

How SageCRM Can Benefit Accounting Departments

Posted by Meredith Gooch on Thu, Apr 30, 2009

Let me count the ways…

SageCRM:

  1. Gives non-accounting users (even those in remote locations) access to information stored in A/P vendor and A/R vendor records, including contacts, addresses, phone numbers, account numbers, and even invoices.
  2. Empowers salespeople who participate in the overdue invoice collection process using the CRM Accounts Receivable Collection Tool.
  3. Maintains vendor and customer contract information, with emailed notifications before expiration dates.
  4. Sets up a workflow for authorization of expenditures with email notification.
  5. Records IT support incidents and resolutions while building a self-help knowledgebase in the process.

SageCRM can do this and much more! For further information, Click Here or call us at (214) 647-2611.

- Chris Firra, Sr. Consultant

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Tags: CRM, SageCRM, A/R, AP, accounts payable, Accounts Receivable, collection tool

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