Check out the slides from this BrainSell webinar to learn how you can streamline your business processes and improve productivity right from within your Sage ERP.
The New Lease Accounting Standard - Are You Ready for the Deadline?Postal Advocate Inc.
Postal Advocate will be covering the basics of the December 15, 2018 effective date of the new lease accounting standards, how this will affect every mailing agreement your company has and what you need to do to be prepared for these changes.
1. When is the effective date?
2. What are the changes?
3. What do you need to comply?
4. Why is this important?
5. What information do you need to provide?
6. How do you get visibility?
7. Best Practices
8. How we can help
Speaker Bio: Adam Lewenberg, President of Postal Advocate Inc., runs the largest managed service provider of mail audit and recovery in the US and Canada. Since 2013, Postal Advocate Inc. has helped their clients save an average of 60% and over $38 million on equipment, fees and lost postage.
Sales and Use Tax: What your Firm Needs to KnowCPA.com
One of the fastest growing niche areas for firms is Sales and Use Tax client advisory services. It’s an area that is increasingly complex for businesses to understand and comply with. It impacts businesses large and small. Audits can be time consuming and costly. The rules are fluid and the target keeps moving. It’s not a question of if there will be additional change but rather how. Will it come through legislation? Will it come through the courts? Clients turn to their trusted professionals when it comes to navigating complexity. Are you current on what you need to know?
Please join Erik Asgeirsson, president and CEO of CPA.com, Andrew Johnson, CPA, and Vishal Thakkar as they discuss:
What you need to know in regards to recent sales and use tax updates
The basic principles of nexus, and the implications surrounding it
The sales tax ramifications of selling online, and how to get a sense of your clients’ activity
Learn about the steps to build a sales and use tax practice
Postal Advocate Capabilities- Top 10 Ways To Save on Postage with the Upcomin...Postal Advocate Inc.
Postal Advocate has the expertise and technology to help companies manage their shipping and mailing processes and look for best practices to optimize operations and reduce spending. We have developed a business model that provides visibility of mailing equipment and spends across organizations resulting in an average client savings of 59% and over $67 million in client savings, fees, and lost postage.
With the upcoming USPS® rate change, at this session we shared savings tips and showed you how we became the leading manager of the largest mailing fleets in the US and Canada and how we can help your company drive savings and gain visibility.
Items We Covered:
1. Shipping and Mailing Visibility
2. Process for Validation of Spends
3. Account Management Process
4. Equipment Savings Process
5. Supplies Strategies
6. Eliminating Vendor Fees and Overcharges
7. Recover Lost Postage from Dormant Accounts
8. PC Postage
9. Web Portal and Reporting
10. Free No Obligation Mailing Analysis
The New Lease Accounting Standard - Are You Ready for the Deadline?Postal Advocate Inc.
Postal Advocate will be covering the basics of the December 15, 2018 effective date of the new lease accounting standards, how this will affect every mailing agreement your company has and what you need to do to be prepared for these changes.
1. When is the effective date?
2. What are the changes?
3. What do you need to comply?
4. Why is this important?
5. What information do you need to provide?
6. How do you get visibility?
7. Best Practices
8. How we can help
Speaker Bio: Adam Lewenberg, President of Postal Advocate Inc., runs the largest managed service provider of mail audit and recovery in the US and Canada. Since 2013, Postal Advocate Inc. has helped their clients save an average of 60% and over $38 million on equipment, fees and lost postage.
Sales and Use Tax: What your Firm Needs to KnowCPA.com
One of the fastest growing niche areas for firms is Sales and Use Tax client advisory services. It’s an area that is increasingly complex for businesses to understand and comply with. It impacts businesses large and small. Audits can be time consuming and costly. The rules are fluid and the target keeps moving. It’s not a question of if there will be additional change but rather how. Will it come through legislation? Will it come through the courts? Clients turn to their trusted professionals when it comes to navigating complexity. Are you current on what you need to know?
Please join Erik Asgeirsson, president and CEO of CPA.com, Andrew Johnson, CPA, and Vishal Thakkar as they discuss:
What you need to know in regards to recent sales and use tax updates
The basic principles of nexus, and the implications surrounding it
The sales tax ramifications of selling online, and how to get a sense of your clients’ activity
Learn about the steps to build a sales and use tax practice
Postal Advocate Capabilities- Top 10 Ways To Save on Postage with the Upcomin...Postal Advocate Inc.
Postal Advocate has the expertise and technology to help companies manage their shipping and mailing processes and look for best practices to optimize operations and reduce spending. We have developed a business model that provides visibility of mailing equipment and spends across organizations resulting in an average client savings of 59% and over $67 million in client savings, fees, and lost postage.
With the upcoming USPS® rate change, at this session we shared savings tips and showed you how we became the leading manager of the largest mailing fleets in the US and Canada and how we can help your company drive savings and gain visibility.
Items We Covered:
1. Shipping and Mailing Visibility
2. Process for Validation of Spends
3. Account Management Process
4. Equipment Savings Process
5. Supplies Strategies
6. Eliminating Vendor Fees and Overcharges
7. Recover Lost Postage from Dormant Accounts
8. PC Postage
9. Web Portal and Reporting
10. Free No Obligation Mailing Analysis
This presentation discusses the American Taxpayer Relief Act of 2012, better known as the “fiscal cliff” legislation, extended many key tax provisions from the Bush era for both individuals and businesses. Also addressed were the key tax provisions contained in this Act as well as a number of other tax planning issues that you should be aware of this year.
This presentation was part of a CPE webinar. Full details at http://www.macpas.com/webinar-recap-2013-tax-update/.
More info at www.macpas.com
Top 5 Ways for Enterprise Organizations to Save on Mail Cost and Recover Lost...Postal Advocate Inc.
Postal Advocate presents savings strategies you can use across your organization to save on shipping & mail spend across your enterprise.
What will be covered:
1. Mail Equipment and Postage
• How to gain visibility and drive savings on the cost of mailing equipment and metered postage run through your locations
2. Home and Small Office Mail
• How to create a simplified process of distributing, printing and accounting for postage generated in small offices, remote staff or while travelling for business.
3. USPS® Permit Accounts
• How to simplify the oversight, visibility and access to postage processed through direct USPS® accounts used for large mailing projects and Business Reply Mail.
• How to find ways to reduce the costs on the accounts and the postage generated.
4. Outsourced Mail Services
• How to gain centralized visibility to outsourced mailings and Presort service providers.
• How to drive savings and optimize contracts.
5. Expedited Document and Parcel Shipping
• How to implement the proper tools and oversight to allow your users to send overnights and parcels at the lowest costs with the fastest delivery times.
How To Save Money on Carrier Management Services Across Your EnterprisePostal Advocate Inc.
Postal Advocate manages the carrier management spends with organizations that could have hundreds to thousands of locations that need to be managed to control their carrier cost. Most of the spend never touches a shipping center, is not a core shipping function (including documents, samples, computers, labs, etc.), and will be processed by end users with little experience. This creates unique challenges and opportunities for savings that often get missed.
At a corporate level, many organizations will use a third-party company to audit their carrier bills, looking for late shipments or items that do not adhere to their contract. Some entities may also use a service to help negotiate their rates. Where we see the biggest gap is the way the spend is managed inside the organization that can have the largest impact on costs. This webinar focused on the top things you can do to create better controls and optimize the spend.
Items We Covered:
1.) Administrative Challenges
2.) Account Management
3.) User Management
4.) Rights Management
5.) Local Questions/Issues Resolution
6.) Reporting
7.) Technology Options
8.) Best Practices and Tips
http://finishedexams.com/homework_text.php?cat=15808
Immediate access to solutions for ENTIRE COURSES, FINAL EXAMS and HOMEWORKS “RATED A+" - Without Registration!
What should tax professionals expect for the upcoming tax season? Here is our slide presentation from the Accounting Today Pre-Tax Season Update webinar held December 3rd 2015.
Demystifying SRED and Other Tax Tips for Entrepreneurs - MaRS Best PracticesMaRS Discovery District
It’s tax time again, but MaRS Best Practices series has great news for startups and entrepreneurs! There is a wide range of business incentives available to offset various expenses incurred by entrepreneurial companies, from startups to established companies exporting products or services.
In this session, Welch’s Business Incentives leader, Terry Lavineway, will describe the process that entrepreneurs should employ when identifying and leveraging these incentives and an approach that can maximize access to this source of capital. He will provide detailed information on some of the more significant incentives available, including scientific research and experimental development (SRED) and digital media refundable credits.
Additionally, Bryan Haralovich, Welch’s Technology Service Sector leader, will provide an overview of the income tax compliance requirements imposed on entrepreneurs. This includes what must be filed, the timing of filings and the information required to complete the filings. He will address tax tips such as corporate structure, shareholder planning, international tax considerations and exit planning.
Tax practitioners, as they rightly say, wear many hats; from document sorting to
being a government form translator, and from being a deadline timekeeper to
being a counselor for their clients, they have to do everything during the months
from January through April.
With Tax Season 2019 just around the corner, there is a list of few things that every
tax preparer must have at their disposal to make the most of it when required.
TAG | Bill Pay Services for the Family Office & High-Net-WorthTAG
Since 1996, TAG has been providing outsourced accounting, bill pay & reporting services to corporations and high-net-worth families. TAG Bill Pay is an outsourced bill pay solution from a firm with accounting experts who deliver bill payment, recordkeeping, cash flow reporting, expense tracking and cash flow management. Discover how TAG Bill Pay can help your family office confidently manage monthly expenses. www.teamtag.net
While bookkeeping, VAT returns and payroll are all key to many small businesses, it is payroll that the vast majority often need a hand with. This is naturally a very important aspect of any business because it deals with paying your staff. Any hiccups here can really cause problems! It is also key to get right so that HMRC have the correct information around tax and NI information for employees.
Sales tax is incredibly complicated, accuracy is key, and outsourcing is strategic
AvaTax is simple, easy to set up and painless to manage
Avalara is here to provide all the sales ‘air support’ you need. Less taxing more relaxing!
Katherine Cxypoliski of Avalra offered a much needed and often underestimated topic, the impact of global taxation issues on ecommerce and business generally, at the 2nd Annual eCommerce Expo South Florida sponsored by Rand Marketing in Fort Lauderdale, Florida.
The presentation focused on sales tax challenges, including why sales tax matters, product taxability, how to automate the process, sales tax compliance challenges, and taxation issues as they relate to zip codes and geolocation.
This presentation discusses the American Taxpayer Relief Act of 2012, better known as the “fiscal cliff” legislation, extended many key tax provisions from the Bush era for both individuals and businesses. Also addressed were the key tax provisions contained in this Act as well as a number of other tax planning issues that you should be aware of this year.
This presentation was part of a CPE webinar. Full details at http://www.macpas.com/webinar-recap-2013-tax-update/.
More info at www.macpas.com
Top 5 Ways for Enterprise Organizations to Save on Mail Cost and Recover Lost...Postal Advocate Inc.
Postal Advocate presents savings strategies you can use across your organization to save on shipping & mail spend across your enterprise.
What will be covered:
1. Mail Equipment and Postage
• How to gain visibility and drive savings on the cost of mailing equipment and metered postage run through your locations
2. Home and Small Office Mail
• How to create a simplified process of distributing, printing and accounting for postage generated in small offices, remote staff or while travelling for business.
3. USPS® Permit Accounts
• How to simplify the oversight, visibility and access to postage processed through direct USPS® accounts used for large mailing projects and Business Reply Mail.
• How to find ways to reduce the costs on the accounts and the postage generated.
4. Outsourced Mail Services
• How to gain centralized visibility to outsourced mailings and Presort service providers.
• How to drive savings and optimize contracts.
5. Expedited Document and Parcel Shipping
• How to implement the proper tools and oversight to allow your users to send overnights and parcels at the lowest costs with the fastest delivery times.
How To Save Money on Carrier Management Services Across Your EnterprisePostal Advocate Inc.
Postal Advocate manages the carrier management spends with organizations that could have hundreds to thousands of locations that need to be managed to control their carrier cost. Most of the spend never touches a shipping center, is not a core shipping function (including documents, samples, computers, labs, etc.), and will be processed by end users with little experience. This creates unique challenges and opportunities for savings that often get missed.
At a corporate level, many organizations will use a third-party company to audit their carrier bills, looking for late shipments or items that do not adhere to their contract. Some entities may also use a service to help negotiate their rates. Where we see the biggest gap is the way the spend is managed inside the organization that can have the largest impact on costs. This webinar focused on the top things you can do to create better controls and optimize the spend.
Items We Covered:
1.) Administrative Challenges
2.) Account Management
3.) User Management
4.) Rights Management
5.) Local Questions/Issues Resolution
6.) Reporting
7.) Technology Options
8.) Best Practices and Tips
http://finishedexams.com/homework_text.php?cat=15808
Immediate access to solutions for ENTIRE COURSES, FINAL EXAMS and HOMEWORKS “RATED A+" - Without Registration!
What should tax professionals expect for the upcoming tax season? Here is our slide presentation from the Accounting Today Pre-Tax Season Update webinar held December 3rd 2015.
Demystifying SRED and Other Tax Tips for Entrepreneurs - MaRS Best PracticesMaRS Discovery District
It’s tax time again, but MaRS Best Practices series has great news for startups and entrepreneurs! There is a wide range of business incentives available to offset various expenses incurred by entrepreneurial companies, from startups to established companies exporting products or services.
In this session, Welch’s Business Incentives leader, Terry Lavineway, will describe the process that entrepreneurs should employ when identifying and leveraging these incentives and an approach that can maximize access to this source of capital. He will provide detailed information on some of the more significant incentives available, including scientific research and experimental development (SRED) and digital media refundable credits.
Additionally, Bryan Haralovich, Welch’s Technology Service Sector leader, will provide an overview of the income tax compliance requirements imposed on entrepreneurs. This includes what must be filed, the timing of filings and the information required to complete the filings. He will address tax tips such as corporate structure, shareholder planning, international tax considerations and exit planning.
Tax practitioners, as they rightly say, wear many hats; from document sorting to
being a government form translator, and from being a deadline timekeeper to
being a counselor for their clients, they have to do everything during the months
from January through April.
With Tax Season 2019 just around the corner, there is a list of few things that every
tax preparer must have at their disposal to make the most of it when required.
TAG | Bill Pay Services for the Family Office & High-Net-WorthTAG
Since 1996, TAG has been providing outsourced accounting, bill pay & reporting services to corporations and high-net-worth families. TAG Bill Pay is an outsourced bill pay solution from a firm with accounting experts who deliver bill payment, recordkeeping, cash flow reporting, expense tracking and cash flow management. Discover how TAG Bill Pay can help your family office confidently manage monthly expenses. www.teamtag.net
While bookkeeping, VAT returns and payroll are all key to many small businesses, it is payroll that the vast majority often need a hand with. This is naturally a very important aspect of any business because it deals with paying your staff. Any hiccups here can really cause problems! It is also key to get right so that HMRC have the correct information around tax and NI information for employees.
Sales tax is incredibly complicated, accuracy is key, and outsourcing is strategic
AvaTax is simple, easy to set up and painless to manage
Avalara is here to provide all the sales ‘air support’ you need. Less taxing more relaxing!
Katherine Cxypoliski of Avalra offered a much needed and often underestimated topic, the impact of global taxation issues on ecommerce and business generally, at the 2nd Annual eCommerce Expo South Florida sponsored by Rand Marketing in Fort Lauderdale, Florida.
The presentation focused on sales tax challenges, including why sales tax matters, product taxability, how to automate the process, sales tax compliance challenges, and taxation issues as they relate to zip codes and geolocation.
Nobody likes a sales tax audit. In our experience most of the sales tax problems we see can be traced to one of five root causes: nexus, use tax, exemption certificates, taxability, and rates - which we call "hot spots".
CMS Today: Automating your sales tax compliance requirements with kenticoThomas Robbins
Thanks to everyone that joined us!
Your business should be focused on generating profits and cutting costs, not managing sales tax. Consider that calculating, filing and remitting sales and use tax is a pass through activity with no direct benefits to your bottom line. Any effort spent on sales tax compliance activities is 100% non-revenue generating. To overcome this challenge, Avalara’s Avatax solution provides Kentico customers a complete sales tax compliance solution – from the point of sale to filing returns – so you can focus on what’s important, growing your business!
During this session, we covered:
* The Challenges and Complexities of Sales Tax Compliance
* Using Technology to deliver the Sales tax Automation and Compliance your business needs
* Reducing your Risk and Exposure to potential costly Audits
* Automating your Sales Tax Calculation and filing requirements
Studies show that top performing companies are using “touchless” (or straight-through) processing to process invoices in 1-3 days, compared to more than 15 days for the average company. This enables them to maximize discount capture and “best pricing” through spend analysis and contract management.
Every invoice that is processed in a touchless manner saves a tremendous amount of time, resources and money. Many top performing companies have implemented touchless processing and they continue to reap the benefits and improve year after year.
This 45-minute session with industry expert David Hay will discuss:
-How touchless processing can be achieved
-Process change and automation
-Collaborating with procurement to achieve touchless transactions
-Usage of cloud and mobile technologies
Sales Tax Basics for Small Business Owners (Manta.com)Manta
Sales tax is hard to master, and a topic that commonly elicits groans among small business owners. And while the topic is often scorned, it’s essential for small business owners to understand sales and use tax compliance to avoid scrutiny from auditors.
Learn the big difference between sales tax and use tax, and the critical questions to ask to determine if you have nexus. You’ll also gain a greater understanding about how technology is impacting the sales tax landscape and tips on how to avoid a sales tax audit.
Guest expert Mark Giddens, one of Avalara’s founding employees with 16 years of sales and use tax management experience, teaches the basics of sales and use tax in an easy-to-understand way.
Visit www.manta.com/resources/events/ to attend the webinar.
Webinar: Shared Services - Latin America best practices for electronic invoic...Tradeshift
Latin America is known for strict regulations when it comes to e-invoicing. Watch this informative webinar to learn the top five best practices for deploying electronic invoicing in Latin America and understand:
• The latest invoicing mandates in Mexico, Brazil, Chile and Argentina
• Differences between In-Country and Cross-Border Invoices
• Supplier Collaboration best practices
• Beyond invoicing: Supply Chain Finance and Electronic Payments
3 Revenue and Compliance "Must-haves" to Go from Series A to IPO with TaxJar'...saastr
Don’t get caught off-guard raising your next round or preparing for an IPO. It’s more than just winning customers, it’s about staying ahead of fraud, risk, and compliance. Join us for a conversation about the most overlooked finance and compliance items when scaling your SaaS company.
Understanding the advantages of having an expert review your company’s sales and use tax transactions; awareness of opportunities that potentially exist for obtaining refunds of sales and use tax already paid by your organization; learning more about the ins and outs of sales and use tax.
If your company spends money on improving its product, developing new products or improving processes you could be missing out on hundreds of thousands of dollars.
Selling To The Commonwealth PresentationSandy Ratliff
Sandy Ratliff, Business Services Manager with the Virginia Department of Business Assistance, presents to the Vinton Chamber "Selling to the Commonwealth" presentation conducted February 11, 2010.
Postal Advocate Capabilities - How to Save 59% on Your Mailing Equipment FleetPostal Advocate Inc.
Postal Advocate has the expertise and technology to help companies manage their shipping and mailing processes and look for best practices to optimize operations and reduce spending. We have developed a business model that provides visibility of mailing equipment and spends across organizations resulting in an average client savings of 59% and over $63 million in client savings, fees, and lost postage.
At this session we shared savings tips and show how we became the leading manager of the largest mailing fleets in the US and Canada and how we can help your company drive savings and gain visibility.
Items We Covered:
1. Shipping and Mailing Visibility
2. Process for Validation of Spends
3. Account Management Process
4. Equipment Savings Process
5. Supplies Strategies
6. Eliminating Vendor Fees and Overcharges
7. Recover Lost Postage from Dormant Accounts
8. PC Postage
9. Web Portal and Reporting
10. Free No Obligation Mailing Analysis
How to Transform Clinical Trial Management with Advanced Data AnalyticsBrainSell Technologies
In the fast-evolving landscape of clinical trials, CROs stand at the forefront of innovation and operational excellence. However, navigating the complexities of trial management, from patient recruitment to regulatory compliance, presents a unique set of challenges.
Check out the latest in our CRM contender series where we compare two options – HubSpot’s Sales Hub and Salesforce’s Sales Cloud – and explore ways to help you determine which CRM is the best option for your business.
Prepare to shift gears in forklift sales and distribution. During our recent webinar, “Accelerating Forklift Sales: Mastering CPQ with CRM & LiftNet Integration,” we explored how CAT Forklift Distributors can speed up their sales process.
Learn how to harness the power of data through Microsoft Fabric to accelerate your AI capabilities for growth and scale.
What You'll Learn
Introduction to Microsoft Fabric: Understand the basics of Microsoft Fabric and its role in revolutionizing data management and analytics.
Exploring Microsoft Fabric's Features: Dive into the core functionalities and components that make Microsoft Fabric a powerful tool in data management.
Microsoft Fabric in Business: Discover how Microsoft Fabric transforms business processes, enhancing efficiency and decision-making with advanced data solutions.
Evolution of Data Management: Learn about the shift from traditional data management to dynamic, integrated solutions offered by Microsoft Fabric.
Microsoft Fabric Live in Action: Experience Microsoft Fabric firsthand through a live demo, illustrating its practical applications in real-world business scenarios.
Watch the latest in BrainSell's CRM contender series where Garrett and Megan compare two options – HubSpot’s Sales Hub and Salesforce’s Sales Cloud – and explore ways to help you determine which CRM is the best option for your business.
Explore the critical role digital transformation plays in driving business growth and how a well-crafted blueprint will lead you successfully through the process.
Taking Control of Your Document's Lifecycle from Creation to Completion.pptxBrainSell Technologies
Check out this on-demand webinar to review the 4 steps in a document lifecycle and how to get the most out of your eSign documents from creation to competition with PandaDoc and BrainSell.
You know you need to invest in a CRM platform, you just need to invest in the right one for your business.
It sounds easy enough but, with the onslaught of information out there, the decision-making process can be quite convoluted.
In a recent webinar BrainSell compared two options – HubSpot's Sales Hub and SugarCRM's Sugar Sell – and explored ways to help you determine which CRM is better for your business.
How to Modernize Your Data Strategy to Fuel Digital TransformationBrainSell Technologies
Learn how setting up a solid data foundation will position your company for predictable growth and scale by leveraging all the insights at your disposal.
In this on-demand seminar HubSpot and BrainSell provide actionable tips to create a Smarketing (Sales + Marketing) approach to automating your business and revenue growth.
In a recent webinar BrainSell explored how Sage’s fixed asset management solution reduces the immense job of inventory accounting and tracking to a manageable process with a number of added benefits.
Learn how you can drive your business forward with confidence by making decisions based on actionable insights gained from organizational data in real-time.
Gamify Your Mind; The Secret Sauce to Delivering Success, Continuously Improv...Shahin Sheidaei
Games are powerful teaching tools, fostering hands-on engagement and fun. But they require careful consideration to succeed. Join me to explore factors in running and selecting games, ensuring they serve as effective teaching tools. Learn to maintain focus on learning objectives while playing, and how to measure the ROI of gaming in education. Discover strategies for pitching gaming to leadership. This session offers insights, tips, and examples for coaches, team leads, and enterprise leaders seeking to teach from simple to complex concepts.
Large Language Models and the End of ProgrammingMatt Welsh
Talk by Matt Welsh at Craft Conference 2024 on the impact that Large Language Models will have on the future of software development. In this talk, I discuss the ways in which LLMs will impact the software industry, from replacing human software developers with AI, to replacing conventional software with models that perform reasoning, computation, and problem-solving.
top nidhi software solution freedownloadvrstrong314
This presentation emphasizes the importance of data security and legal compliance for Nidhi companies in India. It highlights how online Nidhi software solutions, like Vector Nidhi Software, offer advanced features tailored to these needs. Key aspects include encryption, access controls, and audit trails to ensure data security. The software complies with regulatory guidelines from the MCA and RBI and adheres to Nidhi Rules, 2014. With customizable, user-friendly interfaces and real-time features, these Nidhi software solutions enhance efficiency, support growth, and provide exceptional member services. The presentation concludes with contact information for further inquiries.
Prosigns: Transforming Business with Tailored Technology SolutionsProsigns
Unlocking Business Potential: Tailored Technology Solutions by Prosigns
Discover how Prosigns, a leading technology solutions provider, partners with businesses to drive innovation and success. Our presentation showcases our comprehensive range of services, including custom software development, web and mobile app development, AI & ML solutions, blockchain integration, DevOps services, and Microsoft Dynamics 365 support.
Custom Software Development: Prosigns specializes in creating bespoke software solutions that cater to your unique business needs. Our team of experts works closely with you to understand your requirements and deliver tailor-made software that enhances efficiency and drives growth.
Web and Mobile App Development: From responsive websites to intuitive mobile applications, Prosigns develops cutting-edge solutions that engage users and deliver seamless experiences across devices.
AI & ML Solutions: Harnessing the power of Artificial Intelligence and Machine Learning, Prosigns provides smart solutions that automate processes, provide valuable insights, and drive informed decision-making.
Blockchain Integration: Prosigns offers comprehensive blockchain solutions, including development, integration, and consulting services, enabling businesses to leverage blockchain technology for enhanced security, transparency, and efficiency.
DevOps Services: Prosigns' DevOps services streamline development and operations processes, ensuring faster and more reliable software delivery through automation and continuous integration.
Microsoft Dynamics 365 Support: Prosigns provides comprehensive support and maintenance services for Microsoft Dynamics 365, ensuring your system is always up-to-date, secure, and running smoothly.
Learn how our collaborative approach and dedication to excellence help businesses achieve their goals and stay ahead in today's digital landscape. From concept to deployment, Prosigns is your trusted partner for transforming ideas into reality and unlocking the full potential of your business.
Join us on a journey of innovation and growth. Let's partner for success with Prosigns.
Climate Science Flows: Enabling Petabyte-Scale Climate Analysis with the Eart...Globus
The Earth System Grid Federation (ESGF) is a global network of data servers that archives and distributes the planet’s largest collection of Earth system model output for thousands of climate and environmental scientists worldwide. Many of these petabyte-scale data archives are located in proximity to large high-performance computing (HPC) or cloud computing resources, but the primary workflow for data users consists of transferring data, and applying computations on a different system. As a part of the ESGF 2.0 US project (funded by the United States Department of Energy Office of Science), we developed pre-defined data workflows, which can be run on-demand, capable of applying many data reduction and data analysis to the large ESGF data archives, transferring only the resultant analysis (ex. visualizations, smaller data files). In this talk, we will showcase a few of these workflows, highlighting how Globus Flows can be used for petabyte-scale climate analysis.
OpenFOAM solver for Helmholtz equation, helmholtzFoam / helmholtzBubbleFoamtakuyayamamoto1800
In this slide, we show the simulation example and the way to compile this solver.
In this solver, the Helmholtz equation can be solved by helmholtzFoam. Also, the Helmholtz equation with uniformly dispersed bubbles can be simulated by helmholtzBubbleFoam.
How Recreation Management Software Can Streamline Your Operations.pptxwottaspaceseo
Recreation management software streamlines operations by automating key tasks such as scheduling, registration, and payment processing, reducing manual workload and errors. It provides centralized management of facilities, classes, and events, ensuring efficient resource allocation and facility usage. The software offers user-friendly online portals for easy access to bookings and program information, enhancing customer experience. Real-time reporting and data analytics deliver insights into attendance and preferences, aiding in strategic decision-making. Additionally, effective communication tools keep participants and staff informed with timely updates. Overall, recreation management software enhances efficiency, improves service delivery, and boosts customer satisfaction.
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I ...Juraj Vysvader
In 2015, I used to write extensions for Joomla, WordPress, phpBB3, etc and I didn't get rich from it but it did have 63K downloads (powered possible tens of thousands of websites).
Why React Native as a Strategic Advantage for Startup Innovation.pdfayushiqss
Do you know that React Native is being increasingly adopted by startups as well as big companies in the mobile app development industry? Big names like Facebook, Instagram, and Pinterest have already integrated this robust open-source framework.
In fact, according to a report by Statista, the number of React Native developers has been steadily increasing over the years, reaching an estimated 1.9 million by the end of 2024. This means that the demand for this framework in the job market has been growing making it a valuable skill.
But what makes React Native so popular for mobile application development? It offers excellent cross-platform capabilities among other benefits. This way, with React Native, developers can write code once and run it on both iOS and Android devices thus saving time and resources leading to shorter development cycles hence faster time-to-market for your app.
Let’s take the example of a startup, which wanted to release their app on both iOS and Android at once. Through the use of React Native they managed to create an app and bring it into the market within a very short period. This helped them gain an advantage over their competitors because they had access to a large user base who were able to generate revenue quickly for them.
Globus Connect Server Deep Dive - GlobusWorld 2024Globus
We explore the Globus Connect Server (GCS) architecture and experiment with advanced configuration options and use cases. This content is targeted at system administrators who are familiar with GCS and currently operate—or are planning to operate—broader deployments at their institution.
Innovating Inference - Remote Triggering of Large Language Models on HPC Clus...Globus
Large Language Models (LLMs) are currently the center of attention in the tech world, particularly for their potential to advance research. In this presentation, we'll explore a straightforward and effective method for quickly initiating inference runs on supercomputers using the vLLM tool with Globus Compute, specifically on the Polaris system at ALCF. We'll begin by briefly discussing the popularity and applications of LLMs in various fields. Following this, we will introduce the vLLM tool, and explain how it integrates with Globus Compute to efficiently manage LLM operations on Polaris. Attendees will learn the practical aspects of setting up and remotely triggering LLMs from local machines, focusing on ease of use and efficiency. This talk is ideal for researchers and practitioners looking to leverage the power of LLMs in their work, offering a clear guide to harnessing supercomputing resources for quick and effective LLM inference.
Paketo Buildpacks : la meilleure façon de construire des images OCI? DevopsDa...Anthony Dahanne
Les Buildpacks existent depuis plus de 10 ans ! D’abord, ils étaient utilisés pour détecter et construire une application avant de la déployer sur certains PaaS. Ensuite, nous avons pu créer des images Docker (OCI) avec leur dernière génération, les Cloud Native Buildpacks (CNCF en incubation). Sont-ils une bonne alternative au Dockerfile ? Que sont les buildpacks Paketo ? Quelles communautés les soutiennent et comment ?
Venez le découvrir lors de cette session ignite
First Steps with Globus Compute Multi-User EndpointsGlobus
In this presentation we will share our experiences around getting started with the Globus Compute multi-user endpoint. Working with the Pharmacology group at the University of Auckland, we have previously written an application using Globus Compute that can offload computationally expensive steps in the researcher's workflows, which they wish to manage from their familiar Windows environments, onto the NeSI (New Zealand eScience Infrastructure) cluster. Some of the challenges we have encountered were that each researcher had to set up and manage their own single-user globus compute endpoint and that the workloads had varying resource requirements (CPUs, memory and wall time) between different runs. We hope that the multi-user endpoint will help to address these challenges and share an update on our progress here.
Enhancing Research Orchestration Capabilities at ORNL.pdfGlobus
Cross-facility research orchestration comes with ever-changing constraints regarding the availability and suitability of various compute and data resources. In short, a flexible data and processing fabric is needed to enable the dynamic redirection of data and compute tasks throughout the lifecycle of an experiment. In this talk, we illustrate how we easily leveraged Globus services to instrument the ACE research testbed at the Oak Ridge Leadership Computing Facility with flexible data and task orchestration capabilities.
Designing for Privacy in Amazon Web ServicesKrzysztofKkol1
Data privacy is one of the most critical issues that businesses face. This presentation shares insights on the principles and best practices for ensuring the resilience and security of your workload.
Drawing on a real-life project from the HR industry, the various challenges will be demonstrated: data protection, self-healing, business continuity, security, and transparency of data processing. This systematized approach allowed to create a secure AWS cloud infrastructure that not only met strict compliance rules but also exceeded the client's expectations.
Quarkus Hidden and Forbidden ExtensionsMax Andersen
Quarkus has a vast extension ecosystem and is known for its subsonic and subatomic feature set. Some of these features are not as well known, and some extensions are less talked about, but that does not make them less interesting - quite the opposite.
Come join this talk to see some tips and tricks for using Quarkus and some of the lesser known features, extensions and development techniques.
We describe the deployment and use of Globus Compute for remote computation. This content is aimed at researchers who wish to compute on remote resources using a unified programming interface, as well as system administrators who will deploy and operate Globus Compute services on their research computing infrastructure.
Developing Distributed High-performance Computing Capabilities of an Open Sci...Globus
COVID-19 had an unprecedented impact on scientific collaboration. The pandemic and its broad response from the scientific community has forged new relationships among public health practitioners, mathematical modelers, and scientific computing specialists, while revealing critical gaps in exploiting advanced computing systems to support urgent decision making. Informed by our team’s work in applying high-performance computing in support of public health decision makers during the COVID-19 pandemic, we present how Globus technologies are enabling the development of an open science platform for robust epidemic analysis, with the goal of collaborative, secure, distributed, on-demand, and fast time-to-solution analyses to support public health.
2. Housekeeping
• 45-minute presentation with Q&A at the end
• Type questions into the "question box" to
submit them throughout the presentation
• We'll send a copy of the deck and recording
of the webinar in follow-up emails after the
event
#LearningWithBrainSell
4. Agenda
About BrainSell
How to make tax compliance easier with Sage
Sales Tax
Going paperless & improving document
management with DocLink
Live Q&A
#LearningWithBrainSell
5. About BrainSell
• 25 years in business
• Unbiased business consultants
• Specialize in end-to-end business software
and services including, ERP, marketing
automation, CRM, business intelligence,
and more
• We help you thrive by solving your
business challenges with guidance and
technology.
#LearningWithBrainSell
10. “Because the physical presence of Quill is
unsound and incorrect, Quill Corp. v. North
Dakota, 504 U.S. 298, and National Bellas
Hess, Inc. v. Department of Revenue of Ill.,
386 U.S. 753, are overturned.”
SOUTH DAKOTA VS. WAYFAIR, INC., ET AL.
NO. 17-494. ARGUED APRIL 17, 2018 – DECIDED JUNE 21, 2018
12. W H AT I S I T ?
ECONOMIC NEXUS
Economic nexus is a tax
collection obligation
imposed on sellers based
on their level of economic
activity within a state.
Unlike physical presence,
it is based entirely on
sales revenue,
transaction volume, or
both.
Like most sales tax laws,
economic nexus criteria
vary by state. All aim to
level the playing field
between non-collecting
out-of-state sellers and
brick-and-mortar
businesses.
12
17. 12
The State & Local Tax Prep and
Filing Challenge
Managing the filing calendar1
Aggregating information across
multiple billing systems2
Responding to state tax notices3
Spending too much time on prep
and filing vs. higher valued projects
4
19. Reasons for considering a Tax Service
19
Adding new locations
New CFO, controller, executive
New systems (ERP, POS, ecommerce, CRM)
Software upgrades (ERP)
Acquisition
Growth (staffing, new states, sales team, new products)
Influx of capital (IPO, VC)
Audit or having customers audited
20. Reminders:
Key Items:
What is the impact on businesses like mine?
What do I need to do?
When do I need to do it?
Avalara and Brainsell can help.
- It starts with a conversation about your business needs.
25. WHY AUTOMATE ACCOUNTS PAYABLE?
Metrics Traditional
Processing
Your Savings w/
AP Automation
Cost to process a single invoice (all
inclusive cost)
$15.38 $2.87
Time to process a single invoice 17.1 days 3.9 days
Invoice exception rate 19.5% 11.2%
% of invoices processed “straight-
through”
16.1% 57.1%
% of suppliers that submit invoices
electronically
12.6% 47.3%
% of invoices linked to a PO 52.3% 70%
Source: Ardent Partners
27. BENEFITS
• Eliminates 100% of paper invoices
• Reduces approval times from weeks to days/hours
Code Approve
Promote
to GL
Deliver to ERP
(Sage/Intacct)
29. INVOICE TO PAY PROCESS WITH DOCLINK
1. AP TEAM REVIEWS & ROUTES INVOICE 2. DOCLINK AUTOMATICALLY ROUTE INVOICE FOR APPROVAL
ERP
3. AUTOMATICALLY IMPORT INVOICES IN ERP
AP ISSUES
PAYMENT
4. PAYMENT ISSUED IN ERP
AP INVOICE & PAYMENT
ARCHIVED IN DOCLINK
5. ELECTRONIC ARCHIVAL OF DOCUMENTS
42. Case Study • Lack of visibility, tracking & manual processing of
AP invoices and Expense reports.
• Need centralized storage of document &
accessibility due to multiple companies and
departments
• No access to documents within ERP
Challenge
• Implemented the entire DocLink suite
Enterprise-wide starting in Accounts Payable
Solution
• Accountability of timely approval
• Take advantage of early discounts
• Quick reimbursement of expense reports
Results
Next Steps: Expanding DocLink to their Claims
Department
44. DocLinkOpportunities HUMAN RESOURCES
QUOTE TO CHECK/ SALES
ORDER PROCESSING
FIELD SERVICE
CONTRACT
MANAGEMENT
CERTIFICATION
COMPLIANCE
ASSET &
EQUIPMENT
TRACKING
EXPENSE REPORTS
CERTIFICATIO
N
COMPLIANCE
FIELD
SERVICE
HUMAN
RESOURCES
SOP
CONTRACTS
ASSET
TRACKING
EXPENSE
REPORTS
$
47. Thank You For Joining Us!
Ready to Extend the Power of Your Sage ERP?
Email kpitt@brainsell.net to get started!
***
www.brainsell.net | (866) 356-2654
#LearningWithBrainSell
Editor's Notes
Tom Bemiller is a founding employee and Strategic Alliance Manager with Avalara, the leading provider of sales tax and compliance automation services in the cloud. Tom has been actively engaged for 30 years helping businesses solve problems through automated technological solutions. At Avalara, he has assisted companies of all sizes identify problems that keep them out of compliance with current tax regulations so they can improve processes that help ensure full compliancy.
Laura Lechien is Altec’s Sales Director for the Northeast area. She has over 15 years of experience in workflow and content management and is adept at equipping organizations with state-of-the-art tools and knowledge to successfully streamline business processes and drive down costs.
Most of you know Kellie Pitt as your customer success manager at BrainSell. She is also our executive vice president of ERP and was name a top women influencer in ERP technology by Solutions Review.
SAM Partner Staff Development - 2018
When most people thing about sales tax compliance, they focus on calculating the tax and specifically about using the correct rate.
But rates are just the tip of the iceberg.
Let’s take a minute to explore some of the key sales tax challenges for your business.
The first question to answer is “Where do you have the obligation to collect the tax?” Nexus is a concept that a state, under their laws, can declare that you have enough of a business presence in their state so that they can force you to become a tax collector for them. Each state has it’s own rules for establishing nexus, and the rules go well beyond physical presence.
Tightening rules for nexus obligations is a major trend to address their loss of tax revenues due to out-of-state ecommerce sales. They generally look at facility location, sales and service people in state, product, either rented or leased, and activities in state like sales visits, training, trade shows. They also consider any Inventory that’s located in the state and affiliates sellers. Many states argue that companies who are able to generate revenue without any physical connection in the state still enjoy the benefits and protections offered by that state to other business and therefore should be required to support these benefits through the collections and remittance of sales tax.
In June last year, this happened, which only added to the complexities.
First, a little history: This might be a little wonky, but in March 2017, the South Dakota Judicial Court ruled that the state’s economic nexus legislation was unconstitutional. Then, in September 13, their Supreme Court struck down the decision. The U.S. Supreme Court agreed to take up the case in January 2018 and the ruling on June, last summer, was in favor of the state. So basically, all SCOTUS did was flip the decision back to the state courts. By doing that, since the SD Supreme Court already determined that economic nexus was acceptable, SCOTUS effectively overturned the long-standing physical presence nexus rule from 1992, Quill Corp. v. North Dakota.
What does it mean? South Dakota, and in fact all the states, now have the authority to impose sales tax obligations on out-of-state transactions using economic nexus as the basis.
Historically, states have come up with all sorts of different rules that trigger nexus. There’s affiliate nexus. There’s even “cookie nexus”! And this is just a new way for states to impose a tax collection obligation on sellers. It’s based on revenue or your sales activity in the state. The concept argues that by selling $x or by producing some specific number of sales over a given period in their state, you have created nexus. For instance, the Nebraska legislature introduced a bill that requires sellers with sales > $25k or 200 transactions to collect. If the seller refuses to collect sales tax, it must notify Nebraska purchasers that sales or use tax is probably due, send a notification to buyers by January 31 showing the total amount paid by buyer, and file a statement by March 1 with the DOR. Unlike physical presence, it is based entirely on sales revenue, transaction volume, or both.
There are about 33 states plus the District of Columbia who currently have various “Economic Nexus” rules.
And as you’d expect, economic nexus criteria vary by state. Some states look at sales Last year; some look at sales in the previous 4 quarters; and some look at sales over the last 12 months. And the revenue threshold also varies by state. Although it aims to level the playing field between non-collecting out-of-state sellers and in state brick-and-mortar businesses, it becomes another layer of complexity to deal with.
South Dakota was the first to get permission from the court but many other states are following their lead with similar economic nexus rules.
Here’s a visual overview of states that have various nexus laws in place as of April 8, 2019. States in blue have already adopted the idea.
Vermont, Kentucky, and Hawaii have laws that took effect July 1st, less than 10 days after the ruling was made. Four states came on board at the beginning of January and we expect most, if not all, will pass legislation this year allowing them to impose this collection obligation. CA will begin collecting in April; VT and PA in July; and TX in Oct. NY will set their date “sometime this year”
Avalara.com, choose Resources, then SD vs Wayfair
Now you’re wondering, “What should I do?”
You’ll need to understand the changing tax obligations. You’ll want to reassess your nexus footprint and register where necessary. If you have a trusted SALT CPA or attorney tax advisor to counsel you, that’d be a great starting point. If you do not, Avalara has an extensive directory of experts you can contact or you can even use our Tax Advisory Services team to determine where you have nexus and work on other tax-related needs.
So let’s get back to the key challenges. Nexus is not the only concern. Understanding which tax jurisdictions a specific address belongs in can be a significant challenge.
There are over 152M addresses that fall into multiple jurisdictions, of which there are over 16k of those.
There are 10’s of thousands of rates
Millions of product, buyer and seller exemptions
And thousands of changes annually
<CLICK>
And tax jurisdictions tend to overlap. Here’s an example from parts of 3 counties around Denver showing just 6 zip codes.
<CLICK>
Here you can see how the different jurisdictions are geographically positioned in different parts of the zip codes with the various different rates, and
<CLICK>
In just 1 zip code, you’ll see 6 different jurisdictions with 9 different tax rates that need to be applied.
<CLICK>
Clearly, zip codes cannot uniquely define a tax jurisdiction, so using zip-codes for jurisdictional assignment will lead to tax errors. The full mailing address must be used to pinpoint the correct jurisdiction.
So you’ve figured out where you have nexus and have identified all the jurisdictions your customers are in. But different product categories fall under different rules, and with 1,800 different rules, it’s impossible to keep track of them…
Taxability laws are changing. It is essential for a seller to know what is taxable in each jurisdiction to prevent exposure and liability under audit. Product taxability laws are not consistent across state lines—what may be taxable in one state, may be exempt in another. Also, you need to know what is not taxable in order to avoid over charging customers. We recommend a taxability review on your products and services, especially if you’ve added new products or services.
Here are some examples of similar products being taxed differently– Indiana– can you imagine WHY nestle crunch is taxable, when kitkats and twix are exempt? Kitkats / Twix have flour so not considered candy – they’re food!
Cotton balls exempt (medical device) but cotton rounds are a cosmetic
The following industries have varying taxability rules:
Software / Hardware Digital Goods Services
Medical device / equipment Food / Beverage Clothing / Apparel
School Related Products Dietary Supplements
…just to name a few.
Clothing in NY, PA, NJ, MA
Examples
And on top of all that, some of your customers might tell you they’re tax exempt. This is a problem because:
Employees find it difficult to collect them
Can add friction to the sales process
Collection is important, but not urgent, so not a priority
Business process controls to ensure collection often don’t exist
Employees are not trained to validate them properly
An invalid certificate is just as good as no certificate
Processes for detecting and updating expired certificates can be overlooked
Certificate retrieval is time consuming and hard
Multiple storage methods is common- hardcopy file, computer file, email attachment, etc.
An audit may go back 3+ years- where did your predecessor store the certificates?
A single missing certificate could cost much more than the taxes you failed to collect
A proven source of audit revenues
A single missing certificate could cost you back taxes on 3+ years of sales
And then, after you understand nexus, locate the jurisdictions and their rates, identify all the product taxability rules, mark some customers tax exempt and figure out the tax, you can look forward to sitting down to do the tax returns, generally monthly. Tod od this right, you’ll deal with:
Managing the filing calendar
Efile and payment processes
Filing deadlines
County, city, and outlet reporting
Local filing in home-rule states
Aggregating information across multiple billing systems to enable consolidated filing
ERP, billing, ecommerce systems
Retail POS
On-line ecommerce marketplaces
Responding to state tax notices
Must reply on-time to avoid penalties
Must spend the time to avoid future audits
Spending too much time on prep and filing vs. higher valued projects
- Prep and filing is not a revenue generating activity
- Prep and filing doesn’t improve sales competitiveness
- Takes time away from strategic projects
There’s a better way. So what would you want to look for in an automated system? The Avalara Sales Tax Suite provides a cloud-based end-to-end tax compliance solution. There are other server based systems on the market, but there are maintenance and update ramifications to consider with those. So, by outsourcing the sales and use tax processes, you will achieve compliance, cut cost, increase efficiencies and be able to focus on the more strategic initiatives important to your business.
AvaTax sits in the cloud, between your Order Entry module, web store, billing systems and the government. In < 1/3 second, your systems will have an accurate tax calculation for 100’s of thousands of products, across all 16k jurisdictions, taking into account the tax status of your buyer. All you do is set it and forget it.
<CLICK>
Cert Capture is an exemption certificate management service. It manages, stores and organizes customer tax exempt certificates, has a built communication system to communicate with your customers when changes or updates are needed. That means you no longer have to keep these documents in an accordion file or scan them in to a disparate system not related to your taxability. And when the gov’t comes calling, you can comply with their requests with the touch of your mouse.
<CLICK>
At month end, you’ll want a company that can prepare and submit the tax returns as well as provide treasury services to ensure the returns are submitted and paid accurately and on time. As opposed to a signature ready system where you’ll still need to produce check reqs, stuff envelopes or fill out on line forms and then track everything.
You’ll probably also want a company that can provide Professional Services, or tax based expertise deployed when you need and how you need it. We do Audit defense, nexus studies, product taxability studies, VDAs, backfilling and other projects so you have a partner combined with a calculation tool that can provide support to your specific situation. It is Customized and tailored so “You have your own dog in the fight”.
So why would you want to outsource your tax services? Bottom line:
1) You’ll save time. Manual sales tax management is time consuming and expensive.
2) You’ll reduce risk. 3 times as many businesses are audited annually for sales tax than the IRS audits for income tax
Tailor: This is why 20k customers and an additional 500 per month are choosing to eliminate this risk by outsourcing to Avalara
3) You’ll have less aggravation. Nobody really wants to do the job. Would you? Most of the tax return accountants I speak with that are employed by manufacturers or distributors readily admit to being there to get promoted into another position, or finding another position in a different company. You’re training people to do a job that is not their long term career, and then you’ll retrain their replacement.
A few housekeeping notes before we begin -- your lines are on mute. If you have comments or questions throughout, please type them in as I will be monitoring the chat and Q&A boxes.
If you don’t have much experience with document management, this will be perfect for you . . . OR if you’re well-versed in doc management, hopefully we’ll provide you with some content to bring back to coworkers who might not be.
With that, let’s go ahead and get started.
Digital transformation is happening and we all need to be on the forefront of this wave. This surge in technology is about helping companies manager their data, documents and processes better.
Its about taking the friction out of internal processes – resulting in streamlining traditional paper and data entry intensive processes and paving the way for companies to achieve their strategic initiatives.
In the world of document management we tend to think first about the document that precedes the process. But at the end of the day it is about connecting the paper, with the people, the processes and the data.
So what is it? What can it do? It allows a business to Capture and index documents in all shapes and forms from anywhere
Then we can deliver that document out based on how the customer or vendor or person or printer wants to receive it.
There is a powerful and configurable Workflow engine to speed those documents and data along all your various business processes including moving the data and document into the ERP and back again as transactional changes in the ERP occur.
Plus there is the easy Search and Retreival of the document. Imagine documents at your fingertips, searchable in DocLink, via the web, via mobile, from within the ERP. There is even full text search which really explodes the possibilities of getting access to documents.
In addition to the standard features of document management, DocLink also offers Smart Forms (or configurable windows) that can be used to enhance and personalize the way DocLink works for the business and its processes. You can create documents like a Requisition or an Expense Report or support a process such as HR onboarding.
Any way you want to use it, DocLink can work with any document, any process, anywhere.
Why start in AP?
Because there is the most tangible and obvious ROI in this department and process. That is why Most DocLink opportunities start in AP.
The efficiency of AP processes relies on 1) the time to process an invoice and 2) the cost to process it. This is why we generally find the AP department a logical place to start.
For instance… Did you know that it takes $20 in labor to file a document but $120 to find a misfiled document, and $220 to reproduce it if it’s lost?
Most of our customers START in AP before expanding to other departments and processes.
Time and money are the key drivers for AP automation – most AP departments suffer with high AP transaction costs and cycle times. But research shows, for example from the Ardent Partners, that AP automation ie best-in-class accounts payable performance, significantly lowers processing cost and time per invoice as shown in the above chart - when companies automate AP their invoice processing costs is about 81% lower and processing cycle times are around 73% faster than traditional paper-based AP.
See all the tasks that can be eliminated…they’re all manual and time consuming. They’re also the areas of your process that are inefficient and are susceptible to error.
Vendors can submit invoices in a variety of different ways
With an automated AP process, DocLink automatically extracts relevant data into its system
Then the designated administrator receives notification that invoice is received, and then it flows through usual workflow and approval process
DocLink essentially mimics your current workflow, which is established with a pre-determined electronic approval process
And you can have as many approvers as you want based on your business needs
Approval times are significantly decreased
Go into email and approve it
You could also approve this invoice via our mobile app or via email on your mobile device. True access to the information you need where ever you are.
You can also login to the desktop see all the items waiting for approval in your workflow and approve via your desktop.
You can make notes, add sticky notes, see all the property values indexed to thesis document and approve.
You can make notes, add sticky notes, see all the property values indexed to thesis document and approve.
Instead of copying the bill and sending it to each cardholder…
Or creating a spreadsheet that gets circulated to everyone…
600 Employees
5 stores in Puerto Rico-30,000 square feet each
Sales of $110 Million last year
They operate under a license and trademark agreement with the Econo Supermarkets, the largest supermarket chain in Puerto Rico.
They had allotted an area of 2,000 square feet of their new offices to warehouse and when they began bringing all of those documents over, they quickly realized that they would need to find a paperless solution, and fast.
The customer found DocLink at a Convention in 2011 in San Juan, PR.
They have done two major integrations in Doclink since. First, they implemented their ERP-Retalix-Doclink project.
Doclink solved the issue for them. They installed digital signature capture devices for their vendors and employees to sign on (for those PO’s, receivers, and invoices). And with DocLink they stopped using paper at once. That allowed them to go from 8 employees in the Accounts Payable Department in two offices for the five stores, to just 4 employees and a manager. Not only did it save time, but it allowed them to establish a web page to manage cost differences in invoices. The supplier just sends them the number of the check, or the invoice number, or PO number or receiver number, and from there we can get all the documents and justify the cost we are paying because we have all the data now, at the touch of a button.
DocLink was implemented and running in one week, and in less than two months was fully integrated with their ERP application. “the power lies in the indexing”, says Agosto, “a scanned document becomes an indexed digital document that you can send into any third party application, and search for with the click of a single button”.
For those of you that are familiar with DocLink, you may know about us for our AP Automation solution and we will cover that shortly. But when you are considering Document Management for your organization, it is better to select a solution that can be used for far greater business processes than just AP automation - though that is where most companies start.
The value of the overall solution is that you can use it wherever you are experiencing paper based pains and bottlenecks. So the question to ask yourself is:
Where do documents and paper based processed causing me the most frustration – and what is the associated costs or missed opportunity costs?
Lets explore some possibilities together.
The goal in these is to help you start visualizing where else you can take DocLink for your customers.
The possibilities are endless – what lightbulb moments do you have? What other departments can be affected?
Manufacturing Process – Shop Floor control
Asset & Equipment Tracking
Certification Compliance
Etc…
DocLink offers a wide range of options to help you organize, secure, and process documents throughout your enterprise for any document, any process, anywhere.
Will you take the initiative? Let’s get in touch today! Questions?