Cloud Accounting Blog

Five Necessities In a Back Office Solution

Posted by Steve Savoie

Apr 13, 2016 4:52:43 PM


There are several back office solutions available on the market.  Each offer their own unique features, functionality, and data management workflows.  Finding the best solution for your organization can often feel like a daunting task. Here are a five key product attributes to help make your evaluation process easier when selecting an accounting and order management solution.

1.  One Platform- How does the potential accounting solution interact with your company’s sales and marketing data? By having financial and CRM data managed in one platform, it will save you valuable time by not having to cross reference or duplicate transactional information from two separate systems.  Also, you can minimize the risk often associated with utilizing third party connectors that is necessary in order to get both the stand-alone accounting and CRM systems to speak to each other.

2.  Accessibility- Does the solution enable you to access, run reports or generate an invoice anytime and on any device?  There are instances which may dictate the need obtain information or view reports while out of the office and without your desktop computer at hand. Being able to perform daily back office tasks from your smartphone or tablet, using tools similar to Accounting Seed and its Lightning Ready interface and application for the Salesforce1™platform, is a useful asset to have while working remotely.  

  

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3.  Comprehensive Knowledge Base- What training resources are available to enhance    efficiency with the new back office application? To better maximize user adoption and proficiency, your chosen system should offer a Knowledge Base portal or website.  This Knowledge Base should not only be complete with training tutorials and articles but also easily accessed both online and directly through the platform.

 

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4.   User Success Community - Where can you go for technical support or obtain best practices? As you look to invest in a new back office solution, the vendor you choose should also be vested in your success with their application. In addition to having a Knowledge Base, a User Community and support forum should also be available.  This forum will serve as a valuable feedback tool for collaborating with other product users about best practices, share new feature ideas, as well as submit specific trouble shooting requests in real-time to the vendor’s product support team.   

5. Highly Customizable- Can other tools be integrated into the accounting and order management system?  Having the option to add to the existing functionality from an Application Marketplace of seamlessly integrated partner tools can help you customize and enhance according to your current and future business needs.

 

 

Contact Us, to learn more about how  Accounting Seed can accomodate the back office workflows for your organization. 



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Topics: Why Accounting Seed

Back Office Features by the Bunches

Posted by Steve Savoie

Mar 29, 2016 4:44:24 PM

Do you have a batch of invoices that need to be emailed to customers?  While you often rely on your accounting software to track the billing process, wouldn't it be nice to submit all the invoices at once and to multiple clients.  Now you can!

In Accounting Seed’s Financial Suite 3.7 release, we make it possible for you to not only preview or save in PDF but also mass email a set of billings in one batch process.  In one simple click, you can preview an invoice in PDF format or mass email your billings to a designated contact.

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Along with significantly reducing the time involved with invoicing, we also provide an easier and faster way for you to create custom financial reports.  With our Financial Report Wizard’s Mass Add Rows button, you have the freedom to define a subset of your GL Accounts and quickly add several rows to your custom financial report in just a few easy clicks. Furthermore, you can view the financial report you created as a PDF to print or email.  

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From batch Billings to our new Financial Report Wizard, Accounting Seed now enables these common back office tasks to be generated more efficiently and in bunches!    

Contact Us, for further information about Accounting Seed and to learn more about the new features available in Financial Suite 3.7.



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Topics: Why Accounting Seed, How To

The Check is in the Email

Posted by Steve Savoie

Mar 14, 2016 12:00:00 PM

 

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Topics: Why Accounting Seed, Partners

Streamlining Quote to Cash in Accounting Seed

Posted by Steve Savoie

Feb 22, 2016 1:00:00 PM

 

When it comes to invoicing through your business management system, workflow simplicity is key. The steps involved in preparing an order or project for billing does not have to be an arduous process.  In our Financial Suite 3.6.1 release, the process for creating a billing has never been easier!  Here are some of the new features specifically designed to streamline your efforts when invoicing a client:

Support of Cash Sale-  If you are looking for a fast and simpler way to record an immediate sales transaction from an opportunity in Salesforce, you can accomplish this through our Cash Sale feature.  By selecting the Cash Sale field, each Opportunity you process into the back office will create a sales invoice, cash receipt, and cash application all in a single click.


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Topics: Why Accounting Seed, How To

Accounting Seed Releases FS 3.5 and ERP 3.31

Posted by Steve Savoie

Jan 21, 2016 2:14:55 PM

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Accounting Seed has been very busy expanding its world class accounting and ERP solutions available on the Force.com platform.  Our latest releases of Financial Suite 3.5 and Enterprise Resource Planning 3.31 is packed with a variety of updates that offer you even greater flexibility and efficiency when using our application.

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Topics: Why Accounting Seed, Cloud Based Technology

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