Gaviti

NOVEMBER 18, 2024

Invoices can be paid 24/7 through a self-service payment portal. Payments are reconciled automatically, your ERP is updated with the new payment data, and the customer receives payment confirmation within a few minutes. The longer an invoice goes unpaid, the lower the chances of recovering that debt. Schedule a Product Demo 3.

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Microsoft Excel Account Receivables Accounts Receivable Accounts Receivable 98

AvidXchange

OCTOBER 15, 2022

Tracking down invoices from the previous month or year and closing them out can be a a lot to take on. There’s no need to hit the panic button because you have 24/7 access to invoice and payment status with approval rerouting functionality. We would utilize our Yardi accounting system for accounting year-end close activities.

Microsoft Excel 52

Microsoft Excel AP Accruals Reconciling 52

Jetpack Workflow

AUGUST 24, 2023

A simple way to do that is with spreadsheets, using Google Sheets or Microsoft Excel. Reconcile Cash and Receipts At the end of each day, reconcile all cash payments and payment receipts received in the general ledger to get a good idea of each client’s cash balance.

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Reconciling Accounting Accounting Payroll 52

Nanonets

MAY 7, 2024

This process typically involves reviewing transactions, invoices, receipts, and other financial documents to verify that they match up with the company's records and budget. By reconciling expenses, businesses can ensure that they comply with these regulations and avoid potential penalties or legal issues.

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Reconciling Bank Reconciliation Financial Records Expense Reports 52

Billing Platform

JANUARY 17, 2023

Think Microsoft Excel. While Excel is certainly more efficient and accurate than paper ledgers, it’s a stretch to say it delivers automation. Billing software refers to programs that are designed to track billable products and services, as well as handle the preparation of invoices and other accounting documents.

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Billing Microsoft Excel General Ledger Collections 52

Invoicera

JANUARY 11, 2024

Below are key tools that can simplify the process of tracking: Spreadsheets: Simple yet powerful spreadsheets like Microsoft Excel or Google Sheets offer a versatile way to organize and track various income sources. They allow you to create professional invoices, track payments, and manage multiple clients efficiently.

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Microsoft Excel Invoicing Financial Operations Financial Operations 52

Future Firm

JULY 11, 2023

Bank Account Reconciliation : Staff accountants maintain accurate bank account records by diligently reconciling financial records with bank statements, promptly detecting and addressing discrepancies. Managing Client Invoicing : Delegate client invoicing tasks to a staff accountant who will generate and deliver invoices on schedule.

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Accounting Accounting Financial Analysis Microsoft Excel 40