Endorsed by the AICPA (American Institute of Certified Publicv Accountants)
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Why do I need this product?
Let's ask some questions:
Do you ever take vacations from the office?
Do you feel restricted as to when you can take those vacations and how long you can take them? Your business has to continue when you are away.
Do you have to leave signed checks in case of an unexpected expense.
If you are gone for 2 weeks who authorizes the bills to be paid? If you do, don't you want to see the bill before you authorize it? How do the checks get paid, who signs the checks?
Do you like signing all those checks?
If you have an online process do you like giving permission to someone else to send the payments?
Does more than one authorizer have to sign off on the bills? Are they always available to sign off on something?
So you want someone that doesn't have access to QuickBooks to do the accounts payable?
DO YOU WANT TO BE ABLE TO DO ALL THIS FROM A LAPTOP, TABLET, IPONE OR DROID?
Do you want your accounts receivable to come into your bank account whether you are in the office or in the Bahamas.
Would you rather not deal with credit card numbers from you customer and let some other financial company take care of that?
Now you are saying "Yes I understand how this might help but how does it do easy Cash Management?"
If you use both parts of accounts receivable and accounts payable it will give you a picture of your expected finances for 90 days out. If cash seems to be a bit tricky somewhere down the line it will help you see that and will allow you to move the payments out to another day. It is hard to say when exactly your customers will pay. Since payroll is not on this program it will allow you to enter that extimated amount so your estimate is even closer.
This program will save a copy of the original bill attached to the bill in this program. To get an original into this program all you have to do is fax it, scan it, download it to your company Inbox in this program. You also as for a copy of the file for audit purposes at any time. Since it has this capability you should be able to clear out your original copies soon that you have been able to in the past. Just think of the space difference from you old boxes and a CD per year!
There are so many things this program can do. When we first started looking at this program we thought oh yes it can pay our bills online and can receive money on line. What we didn't know is that it can do many things we didn't think it could do. THESE ARE THE THINGS IT CAN DO.
Email/fax to one specific space that is yours
Store your bills online
Approve your bills online with one or more signature approvals
Reminders to pay
Inventory not just expenses
Work with purchase orders
Attach documents to bills
Send bills to customers/clients and have them pay online with checks or credit cards (if you choose credit cards you will need a merchant account that they will set up for you).
Receive payments manually
Use Jobs or Sub customers
Share documents with your clients
Communicate with customers
Create invoices the way you want
Setup automatic reminders
Setup email reminders to clients that haven't paid.
There is a calendar that shows you what your bank balance is based on the planned payment dates and receipts. You can move the dates around and do what if senarios as long as the payments have not been sent.
There is also a cashview option too, this allows you to enter the amount for things like payroll which do not go through this program.
Remember that QuickBooks and this program are being sync on a regular basis.
You can assign your accounts payable and receivable to someone that doesn't have access to you QuickBooks file
You can use this programs with QuickBooks for Windows, QuickBooks Online, NetSuite, or Peachtree (Sage 50), Interacct.
If you want to track you accounts payable & receivables without using accounting software you could do this too.
Give Smith Online Solutions a call today, at 503-747-6802, to get a clear view of your business!Smith Online SolutionsBeaverton OR email@example.com