Notable features
- Eliminate Manual entry – Let your vendors do the data entry for you!
- Vendors can be set up to use only a few defined item names like Labor, Material, Mileage etc
- Streamline and Automate – Eliminate multiple channels (Paper, Email, Fax etc.) of receiving invoices
- Dedicated and Secure Account for you and your Vendors
- Attachment and Notes for easy communication
- Approval processing
- Smart Posting – System automatically learns how your map your Invoice lines to bill lines
- Create Customer Invoice from Vendor Invoice with markup – System allows you to create customer invoice with predefined markup, item name change etc. These invoices can be exported to QuickBooks.
- Bulk Posting – Save time; even more!!
- Email notifications
- Ease of use
Approval Processing
- Invoice approval module allows manager to approve invoice, before posting bills to QuickBooks Online
- It is also useful when book keepers require client approval for posting of vendor invoices to QuickBooks
Smart Posting and Bulk Posting
- While creating bills, system uses memorized data to map vendor bill item name to QuickBooks bill item name, to reduce data entry and provide consistency
- Once the mappings requirements are setup, you will be able to post multiple vendor invoices as bills, with a single click
- Additional validations can be set up like, set Billable to Yes, if Customer Job is assigned, you can make customer job as a required field
- Set payment date automatically, based on invoice received date, payment terms
Document History
- Keep track of when Invoice is received
- You and your vendors can view old invoices online for up to three years, including notes and attachments
- Vendor can see document history, including when the invoice was viewed, approved and posted to QuickBooks Online. Reduces vendor queries on invoice status.
Create Customer Invoice from Vendor Invoice
- Receive invoices from vendor and create customer invoices with appropriate markup automatically.
- You can predefine the rate you want to charge your customers – mark up by percentage or specific amount for each invoice item.
- Send invoices to customer and export it to QuickBooks.
