Billing Platform

FEBRUARY 22, 2023

Nearly all departments – marketing, sales, customer service, accounting and finance, etc. rely on data to reach target markets, turn prospects into customers, deliver support, create timely and accurate invoices, and much more. It’s also important to merge duplicate data, and regularly audit the data.

Billing 52

Billing General Ledger Collections Data Entry 52

Nanonets

FEBRUARY 27, 2024

For "Sweet Success," this meant hours that could have been spent on recipe development or customer service. Streamlined Audit Trail: The precision of the date extraction and GL coding , and the subsequent automated data export to QuickBooks creates a clear, detailed audit trail.

QuickBooks 52

QuickBooks Data Entry Accounting Software Financial Reporting 52

Accounting Tools

JUNE 19, 2023

This is a common problem for one-time sales to large customers. Disclosures Audited financial statements should include a set of disclosures on various topics. Estimating Does the company have an estimating department that derives prices for customized services or products?

Financial Statements 73

Financial Statements Auditing Tax Accounts Payable 73

Nanonets

JULY 14, 2024

Automatically update financial records in the balance sheet, general ledger , PnL, and more. The invoice management system should have all features of a document management system to allow for secure storage of your document in case of an audit. Reconcile invoices with 2, 3, and 4-way matching.

Invoicing 52

Invoicing AP Invoice Processing Data Entry 52

Nanonets

DECEMBER 11, 2023

Regular updates ensure that the tool serves customers as business needs change. This makes it difficult for them to reconcile their general ledger, chase down any errors, and can ultimately slow down the accounting cycle overall.   Pros Stampli’s customer service team is easy to reach and responds to tickets quickly.

Invoice Processing 52

Invoice Processing Invoicing AP Accounts Payable 52

AvidXchange

JANUARY 16, 2023

And I thought, what if we could get rid of paper invoices and make it easier on the management company and create a great audit trail? I know your software can post a recurring payment to the general ledger. And his explanation was, this is a payables lockbox. There’s a lot of great companies who do that.

AP 52

AP General Ledger Accounts Payable Accounts Payable 52

Cloud Accounting Podcast

APRIL 28, 2020

Then, it was all hands on deck for a lot of other processes, like financial reporting, or FP&A, or audit prep, or what have you. [00:07:35] The challenges we had was, as we scaled, we added more, and more people to the team. Then, to the right of that number, you're gonna type in either TB or GL, for trial balance or for general ledger.

Auditing 40

Auditing Accounting Accounting XERO 40

Nanonets

JUNE 29, 2023

Features: Flexible intake and approval workflows, Seamless integration with other business systems and with general ledgers, Creation of rules that reflect the company’s specific policies Record keeping of every dollar spent Easy retrieval of documentation for auditing or booking purposes.

Budgeting 52

Budgeting Expense Reports Data Entry Invoicing 52

Nanonets

FEBRUARY 28, 2024

This process is vital for a myriad of functions, such as reconciling invoices with the general ledger, and extends to numerous other business processes including inventories, payroll, sales, and customer information, among others.

Reconciling 52

Reconciling Data Entry General Ledger Auditing 52

Future Firm

APRIL 10, 2022

This was one of the top things I tested for when I hired accountants to the team for a few reasons: a) Good communication is one of the core competencies of the future accountant and the cornerstone of good customer service, critical for advising clients through advisory services. Dext or Hubdoc for expense management.

Accounting 111

Accounting Accounting Bookkeeping XERO 111

Cloud Accounting Podcast

JUNE 28, 2020

So, in February, they laid off 40 of their customer-service people. Now, I don't know if those customer-service people were bookkeepers, or accountants, or what, but they let them go, and they started pivoting to this marketplace. Cash is easy to audit. That's what they were pivoting to in February.

Bookkeeping 40

Bookkeeping QuickBooks Payroll Auditing 40