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Billcom ppt myrick


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  • 1. IntroducingPaperless Bill Management
  • 2. Paperless Bill Management Starts Here…
    Store financial documents, process invoices and pay bills online!
    You and your staff get a simple web-based interface for
    submitting bills and collaborating with our accounting firm…
    We Manage Your Documents
    Securely Pay Online
    Review Bills and Classify Expenses
    • Pay online with advanced fraud controls
    • 3. Eliminate check printing and mailing
    • 4. Simplify vendor management
    • 5. Synchronize with QuickBooks or Intacct
    • 6. Simplify document handling
    • 7. Reduce data entry
    • 8. Enforce controls and audit-ability
    • 9. Streamline end-to-end bill workflow
    In short, automates the A/P and bill management process, resulting in faster more accurate processing that frees you and your staff to focus on your core business.
  • 10. Business-class Online Bill Payment
    • Easily digitize bills and contracts
    • 11. Initiate approval workflows
    • 12. Anytime remote access
    • 13. UNLIMITED data storage of bills and other financial documents
    • 14. Audit trail and role-based financial controls
  • Business-class Online Bill Payment
    • Quick and easy scheduling of bill payment
    • 15. No need to print, stuff, and mail checks
    • 16. No need to store check stock
    • 17. Automatic retention of cleared check images
    • 18. Enterprise-class fraud protection
    • 19. No bank client account info
    • 20. Positive Pay
  • Business-class Online Bill Payment
    One-click, 2-way synch with QuickBooks, QuickBooks Online or Intacct
    Instantly access digital images of financial documents
    Google-like search for documents based on keywords or dollar amounts
    Real-time calendar view for cash flow management
  • 21. works with your current software, providing one-click… QuickBooks/Intacct Synchronization
    Simple paperless bill management. Sophisticated accounting.
    • Eliminates duplicate entry
    • 22. Maintains consistency
    • 23. Enables sophisticated expense and cash management
    • 24. Does not impact other accounting activities
  • Bill Management and Cash Flow
    • Scan your invoices and other financial documents. Then email or fax them to your secure online “inbox”
    • 25. Up-to-date to-do list
    • 26. Real-time calendar view (with book balance)
  • Processing Documents in the Inbox
    • Mouse over any document image in your inbox to preview the document
    • 27. Select the action to process the document and/or file it in your online filing cabinet
  • Entering a Bill
    • Select the Vendor
    • 28.’s SmartEntry feature pre-populates bill details
    • 29. Enter the invoice number and amount
    • 30. Split the bill to different GL accounts if necessary
    • 31. Bills are automatically routed to the first approver if approval workflow is selected
  • Review and Approve a Bill
    2. Review the bill image, bill details and notes to approve the bill
    3. Enter notes or any changes when approving
    1. From you email notification, access the account to review the bill
  • 32. Schedule Bills for Payment
    • Select bills to be paid and the payment method
    • 33. Bills will be paid on the scheduled process date
    • 34. When paying using the Pay Online method, debits the payment amounts from your payment account and makes payments on your behalf
  • Vendor Payment
    • Payments to vendors will be made with checks drawn on’s bank account
    • 35. Utilizes advanced check fraud controls
    • 36. Eliminates check printing and mailing
    • 37. Ties payment to the transaction
    • 38. The check shows the invoice to be paid and the account number
    • 39. The bottom 2/3rd of the check voucher shows a copy of the invoice to ensure payment is applied correctly
  • End-To-End Transaction View
    • The bill payment information shows the check number, check date and check cleared date
    • 40. Once the payment is cleared, the cleared check image is uploaded and associated with the bill and the payment transaction
    • 41. Contracts and other documents easily accessible
  • Have Visibility Using Audit Trail
    • The audit trail feature provides you and our firm with detailed information on “who” did “what” “when”
    • 42. Demonstrates clear separation of duties in each transaction
  • Bill.Com Is The Perfect Solution For Today’s Tough Times…
    • Simple and easy to use for you and your staff
    • 43. Eliminates need to learn accounting software
    • 44. Automates workflow, payments and daily financial tasks
    • 45. Maintains greater control over documents and bank accounts
    • 46. Makes online bill payment simple and consistent
    • 47. Streamlines access to financial information
    • 48. Gets your information to our firm faster
    • 49. Lets our firm service you remotely
    • 50. Provides anytime, anywhere access
    • 51. Decreases the paper madness
    • 52. Average Savings in Time and Cost: Over 50%
    • 53. Paperless Office
    • 54. Anywhere, Anytime Access
    • 55. Works the same no matter where you bank
    • 56. Pay-As-You-Go
  • For More Information, Please Contact…
    Charles P. Myrick, CPAMyrick & Company
    805 15th Street NW, Suite 805Washington, DC 20005
    (202) 789-8898