Steps to Run Cycle Biller in Project Accounting
Steps to Run Cycle Biller and Pull Monthly Invoices Using Project Accounting Create a Batch for invoices. Go to Project / transactions / billing /
December 13, 2016
Tag: steps
4 Easy Steps to Safe Pay
What is Safe Pay?
Safe Pay or Positive Pay is a program provided by the bank for the purposes of theft / fraud protection. The Company setting up Safe Pay will provide a file to the bank. This file should include the Company’s Bank Account Number – Check Number – Issue Date – Amount. When a check is presented to the Bank for payment it is compared to this list. If the fields do not match exactly the check will not be paid and the company / user will receive an exception notification. At that point the company / user would instruct the bank to either pay the check or return the check.
June 11, 2015
Five Steps to Keeping Software Selection Focused
I often speak with owners, managers and staff at organizations struggling with growth or a changing business model who sense “things are out of control” and believes there “must be a better way” to manage their business. Many reach out to technology as a corrective path to this “better way”. With so many different technology solutions on the market, each offering a countless number of unique attributes, sorting through them and selecting the right solution for your organization can be an extremely time-consuming and even mind-numbing task. I’ve often seen this process become unfocused, frustrating your attempts to improve things. I have boiled a technology selection process to five focused steps.
February 16, 2015
3 Steps to See if You are Web Client Ready
If you are involved in the Microsoft Dynamics world, in any capacity, chances are you have heard the latest buzzword “web client” quite a bit as of late. However, there are three key factors everyone should know about the web client before you call your VAR and tell them you are ready.
November 5, 2014
