Perficient - Accounts Receivable

JULY 29, 2016

The intent of this document is provide the reader with a fundamental understanding of Oracle Loans, enriched with lessons learned from actual implementations. Matt Makowsky is an Oracle Financial Applications Consultant with 17 years experience and a Senior Solutions Architect with Perficient. Oracle’s EBS Financials offerings include many “niche” products that are not considered “Core” applications by most consultants.

General Ledger 52

General Ledger Collections AR Invoicing 52

AvidXchange

JULY 26, 2016

Serving more than 5,500 clients throughout North America, AvidXchange is an industry leader in automating invoice and payment processes for mid-market companies.In today’s blog, we’ll get to know Brian Thayer, Vertical Sales Manager at AvidXchange. Brian has worked for AvidXchange for the past eight years. He started in our Lead Generation department, setting up demos for our outside sales team, before transitioning into a New Business sales role.

AP 52

AP Invoicing 52

AvidXchange

JULY 22, 2016

We’re thrilled to announced that our CFO, Karen Bertaux, won the designation of Large Business Sector CFO of the Year last night during the Charlotte Business Journal’s 2016 CFO of the Year Awards ceremony at the Hilton Charlotte Center City. The program honors local professionals’ exemplary performance as corporate fiscal stewards. Karen joined AvidXchange in April, 2015, to support our growth in revenue and workforce.

Accounting 52

Accounting Accounting 52

Perficient - Accounts Receivable

JULY 17, 2016

A second part of the Receivables work area deals with Accounts Receivable. Users can easily take action on pending items or drill down to more details activities by quickly glancing at one or more of the four infotiles available: Receipt Batches, Lockbox Exceptions, Unapplied Receipts and Unapplied Credits. The first infotile allows users to see data for all receipt batches: manual receipt, lockbox and automatic receipt.

Accounts Receivable 52

Accounts Receivable Account Receivables Accounts Receivable Accounting 52

Speaker: Dave Sackett

Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.

Budgeting

Perficient - Accounts Receivable

JULY 7, 2016

The Receivables work area provides three infotiles for Billing, Accounts Receivable and Revenue. Included in these is a number of services for customer billing and payment activities, revenue recognition and adjustments, AR balances and reconciliation to the general ledger. Real-time transactions and customer account information are available in the Billing and Accounts Receivable infotiles.

Billing 52

Billing General Ledger AR Accounts Receivable 52

AvidXchange

JULY 27, 2016

Senior Director of Vertical Sales & AP automation expert, Kristen “KT” Thomasino has worked on hundreds of automation projects with companies in every industry. With over 11 years of real-life automation experience, Kristen can walk potential customers through every step of the process – starting with the decision of whether or not their company is a good fit for AP automation.

AP 40

AP Management Accounting Billing Invoicing 40