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Join us for "A Guide to Effective Time and Expense Tracking with Time and Billing Exact"

  
  
  
  

Sage 100 ERP Time and Billing

Have No Fear, Time and Billing Exact Is Here!
By Patty Benitez, Senior Channel Sales Executive, SWK Technologies

TBX: Time & Billing Exact is a Web and Windows-based application that allows for fast, accurate, and easy employee time tracking and billing. Not only is TBX easy to use and an incredible time saver, it will also motivate your employees to increase their billable hours and improve their overall productivity.  Join us for the upcoming webinar on January 29 to learn more about TBX and see it in action.

Can’t wait for the webinar?
If you want more information now, please contact me, Patty Benitez, at SWK Technologies. You can reach me by email at Patty.Benitez@swktech.com or by phone at (973) 251-0074.

Motivate your employees to track time like they mean it!
Filling in a timesheet can transform strategic business goals into personal goals for every employee. When employees key in their time in TBX, the program allows them to calculate and view their utilization rate so they know how well they are performing. Seeing their success (or problem) areas helps them to determine what they need to do to reach and exceed their targets.

This knowledge is not only empowering, it’s extremely energizing. Employees will have time to focus on achieving their targets and increasing their billable hours.

Need more time in your day? Get it with Time and Billing Exact!
Measuring time properly in your company will give you the critical information you need to run your organization profitably. Making every employee aware of billable hours, accurate time keeping, and key projects can give you extra time in the day to dramatically improve your organization's productivity.

Time to BILL IT RIGHT!
TBX includes exceptional approval, project management, and reporting features, all of which empower you to provide timely and accurate invoices. Here are just some of the features you’ll love:

  • Home screen design shows only relevant information for users and tasks.
  • Information-at-a-glance offers you the important data you need—you can filter and sort by user.
  • Customizable rates apply validation rules of your choosing, based on any combination of rate, task, client, and user.
  • Audit trail tracks changes to time and expense entries for you, all with compliance-friendly automatic date and time stamping.
  • Powerful drilldown capabilities make it simple to view and edit source data.
  • Drag-and-drop report building helps with effective, fast decisions. 
  • Report customization matches your reports to your company’s personality with unique colors and fonts that you get to choose. 
  • Automated report delivery gives everyone the information they need, when they need it.
  • Wide-ranging file-type support offers easy export using Word, Excel, and PDF. 
  • Tailored KPIs and views display the information you need in a single glance. 

Learn More about TBX in the Upcoming Webinar
Claim your spot in the upcoming TBX webinar so you can see this powerful and empowering program in action.

A Guide to Effective Time & Expense Tracking
with TBX: Time & Billing Exact
Thursday, January 29, 2015
2:00 PM – 3:00 PM Eastern Time

  

ERP Consultant

 


6 Ways to Automate Sage 100 ERP Order Processing

  
  
  
  
Sage 100 ERP  Sage 100 ERP Warehouse Automation SugarCRM

SugarCRM

Title:   6 Ways to Automate Sage 100 ERP Order Processing with an Integrated Supply Chain and Customer Service Solution

Date: Tuesday, January 27, 2014
Time: 10:00 AM PT / 1:00 PM ET

Learn how Scanco and SugarCRM work together to bring you an integrated streamlined supply chain, sales and customer service automation solution for Sage 100 ERP. 

During this complimentary webinar learn the following 6 ways Sage 100 ERP customers can automate the entire warehouse sales and customer service process, here's how:

  1. Sales and customer service personnel use SugarCRM via the web or a mobile device to access Sage 100 ERP Data without using Sage 100 ERP to:
    • Place and track orders 24/7.
    • View real time customer specific pricing and inventory levels 24/7.
    • View sales orders, invoices, payments and shipments 24/7
    • View customer contact information 24/7
    • View customer sales history, item sales history, invoice history, open invoices 24/7
    • Generate quotes and orders 24/7
  2. Warehouse personnel reduce time in picking orders and eliminating mis-picks
  3. Using Scanco, Sage 100 ERP users get a real time view of inventory levels inside Sage 100 ERP
  4. Achieve real time validation
  5. Seamlessly integrate the entire Pick, Pack and Staging process with Sage 100 ERP
  6. Reducing duplicate data entry and associated errors
Sage 100 ERP SugarCRM

Accounts Receivable for QuickBooks: Best Practices and a New App to Help You Get Paid A LOT Faster

  
  
  
  

Reduce Accounts Receivable

Collecting outstanding accounts receivable for QuickBooks doesn’t have to be your biggest challenge.

For smaller businesses using QuickBooks collecting accounts receivable can be hard, but it doesn’t have to be. Join us for a 1 hour webinar where you’ll learn best practices to increase receivables performance with your QuickBooks system and the benefits of A/R management software. Attendees will also get the opportunity to see some of the features in Anytime Collect for QuickBooks, the latest version of the popular Anytime Collect system designed exclusively for Intuit QuickBooks customers.

Just because you’re a small or medium sized business doesn’t mean you should be stuck with “small business software.” Anytime Collect for QuickBooks is based on the same software used in much larger businesses, but it’s simplified for smaller companies so you can harness the power of an enterprise-class system without breaking the bank.

Attend this webinar to learn how to:

Better forecast cash and improve cash flow.
• Increase cash flow while decreasing expenses.
• Automate customer email communications.
• Prioritize activities so you always know who to call, when, and why.
• Document what you’ve done for measurable results.
• Get paid an average of 9 days faster.
• Integrate enterprise-class A/R software with your QuickBooks Online or Desktop account.
• And much more.


Can’t wait for the webinar? We don’t blame you. QuickBooks customers can sign-up for a complimentary trial of the software on Intuit’s Apps.com solution marketplace.

Title:

 Accounts Receivable for QuickBooks:  Best Practices and a New App to Help You Get Paid A LOT Faster 

Date:

 Thursday, January 15, 2014

Time: 

10 AM PT /1 PM ET

ERP Consultant

Join us for "Sage 100 ERP: The Road Ahead for Supply Chain Optimization"

  
  
  
  
Sage 100 Shipping Sage 100 Warehouse Management Sage 100 ERP EDI   Sage 100 ERP EDI

 

Exclusive Webinar for Sage 100 ERP Manufacturers and Distributors

Date: Tuesday, December 16, 2014
Time: 11:00 AM PT / 2:00 PM ET

The distribution market is changing.  Stay ahead and learn about "new" Sage 100 ERP supply chain optimization features and functionality to be released in 2015.  StarShip, Scanco, MAPADOC, and SPS Commerce are getting together to discuss the growing supply chain challenges Sage 100 ERP customers face today and how to prepare for them in the future. 

During this webinar you will learn how to address these challenges with an automated and integrated supply chain optimization solution for Sage 100 ERP.

The following challenges that growing companies face today will be discussed:

  • Omnichannel - What is it and how to better prepare for the growing challenges the omnichannel sales environment presents to retailers and distributors.
  • Competition:  How to stay ahead by addressing the demand of your customers better, cheaper, faster than the competition.
  • Plus much more...

 Sage 100 ERP Distribution

 

 

34 Killer A/R Collection Letters, Call Scripts and Email Templates

  
  
  
  

Any Time Collect

How to Reduce Accounts Receivable

Managing accounts receivable is overwhelming for many businesses, but it can be very easy if you have the right tools to help you and your staff. Join us for a 1 hour webinar as we outline some of the basics you’ll need to craft an accounts receivable credit and collection strategy to meet your specific business needs and drive-down you’re A/R and bad debt write-offs.

All registrants will receive a complimentary copy our Resource Guide for B2B Credit & Collections Professionals with Sample Collection Letters, Email Templates and Call Scripts.

This document provides everything that you need to consider before you start building out email templates, collection letter templates, and collection call scripts. Sample templates, documents, and scripts are provided at the end of this document to be used as examples to get you started.

Title:

 How to Develop 34 Killer A/R Collection Letters, Call Scripts and Email Templates. 

Date:

 Wednesday, December 10, 2014

Time: 

10 AM PT / 1 PM ET

Reduce Accounts Receivable

Join us for "A Guide to Effective Time and Expense Tracking with Time and Billing Exact"

  
  
  
  

Sage 100 ERP Time and Billing

Complimentary Webinar

Date: Tuesday, December 9, 2014

Time: 11:00 AM - 12 PM PT / 2:00 PM – 3:00 PM ET

Automate and Streamline Time and Expense Tracking While Gaining Increased Financial Control and Advanced Project Performance

TBX is a flexible time and billing solution that not only offers freedom to companies in all industries who suffer from frustratingly slow data-entry, time-tracking and project management methods,

TBX also empowers companies with the business productivity that comes from a valuable database which provides instant visibility into the time and expense your company spends on projects.

TBX is ideal for companies that bill clients for services based on employee time spent on projects and activities. This software is especially useful for law firms, CPAs, consultants, or any business that bills clients based on time.

Learn how to accelerate your time entry and billing process. TBX can provide the tools needed in order to quickly and accurately create a comprehensive account of time and expenses.

If your company provides billable services and employs remote staff, you will not want to miss this webinar!

Topic overview:

  • Easy time and expense entry (web-based)
  • Import/export functionality
  • Multi-level time tracking
  • Billing process types (retainer, milestone, progress)
  • Client write up/down
  • Easy-to-use expense reports
  • Upload of digital receipts
  • Flexible workflow module and automation
  • Configurable reporting and analytics
  • Automated report delivery

Complimentary Webinar

Date: Tuesday, December 9, 2014

Time: 11:00 AM - 12 PM PT / 2:00 PM – 3:00 PM ET

After registering you will receive a confirmation email containing information about joining the Webinar.

 Sage 100 ERP Time and Billing

 


Apparel/Inventory Item Product Matrix for Sage 100 ERP

  
  
  
  

Sage 100 ERP ApparelTitle:  Apparel/Inventory Item Product Matrix for Sage 100 ERP

Date:  Tuesday, December 2, 2014

Time:  11:00 AM PT/2:00 PM ET

In today’s apparel market, retailers and consumers are constantly pushing for lower prices, better quality and quicker delivery. Gaining an accurate picture of future demand is the critical first step in ensuring a smooth and efficient supply chain. This process becomes even more difficult when dealing with complexity that evolves within the softlines industry. Short product lifecycles, revolving seasons, differing colors and sizes among regions, and timeframes for order placement present unique challenges for demand management.

SWK’s Apparel Matrix tool for Sage 100 ERP is a powerful enhancement for companies in apparel, hardware, lighting, paints and finishes, jewelry or other industries that manufacture or distribute common product styles in a range of sizes and colors, or any combination of two characteristics.

The Apparel Matrix program is designed to maintain your inventory on a three dimensional level, such as, base item, size, and color, and is fully integrated with Sage 100 ERP’s Inventory Management and Sales Order modules.

Stay competitive in the Apparel industry!

Join our webinar and learn about:

  1. Challenges in demand management for softlines
  2. Best practices to meet these challenges
  3. Assigning apparel items a cost and price for every style, color, and size combination
  4. Tracking items in Sage 100 ERP's Inventory Management Module on these three dimensions
  5. Selling items in Sage 100 ERP's Sales Order Module on these three dimensions
  6. Obtaining timely and accurate apparel data
  7. Positioning yourself for success
Sage 100 ERP Apparel

Learn the Keys to Becoming a Leader in Field Service using ServicePro for Sage 100 ERP

  
  
  
  

Sage 100 ERP Field ServiceThis webinar will show you how your Field Service business will realize cost savings and increase efficiency using Mobile Field Service Management Software from MSI.

Time:  11 AM - 12 PM PT / 2 PM - 3 PM ET

Date:  Thursday, November 20, 2014

See the Benchmarks that differentiate Field Service Market Leaders from “Average” and “Laggard” companies.

Understand the impact of:

service management software home
  • Resolving a customer issue on the first call – eliminate follow up calls because you have the right information at your fingertips.
  • Scheduling your technicians to make more customer visits per day because you used real-time GPS based scheduling to get someone to the customer quickly.
  • Completing the job the first time because you assigned a technician with the right skill set who had the right parts available.
  • Use Mobile technology to eliminate paper forms and capture business data that can be used for making critical business decisions.
  • Make more customers happy each day because you “rendered more and better service than was expected of you”!
Sage 100 ERP Field Service

QuickBooks Integrated Supply Chain, Sales and Customer Service Solution

  
  
  
  
QuickBooks SugarCRMQuickBooks Shipping Software SugarCRM QuickBooks

Title:   10 Ways to Automate QuickBooks Order Processing with an Integrated Supply Chain and Customer Service Solution

Date: Wednesday, November 19, 2014

Time: 10:00 AM PT / 1:00 PM ET

Join us to learn how StarShip and SugarCRM work together to bring you an integrated streamlined supply chain, sales and customer service automation solution for QuickBooks. 

During this complimentary webinar learn the following 10 ways customers can automate the warehouse sales and customer service process:

  1. Sales and customer service personnel use SugarCRM via the web or a mobile device to access QuickBooks Data without using QuickBooks to:
    • Place and track orders 24/7.
    • View real time customer specific pricing and inventory levels 24/7.
    • View sales orders, invoices, payments and shipments 24/7
    • View customer contact information 24/7
    • View customer sales history, item sales history, invoice history, open invoices 24/7
    • Generate quotes and orders 24/7
  2. Print ASN labels from the handheld
  3. Achieve real time validation
  4. Seamlessly integrate the entire shipping process with StarShip.
  5. Automate shipping from the scanned information, parcel and freight
  6. Sending email shipment notifications complete with item to package detail
  7. Reducing carrier address correction fees using the embedded address validation features
  8. Taking advantage of 3rd party insurance to save up to 85%
  9. Easily reporting on late deliveries to obtain refunds
  10. Reducing duplicate data entry and associated errors
QuickBooks SugarCRM

14 Time Saving Tips for 2014 Fiscal Year-End Close

  
  
  
  

 

Accounts Payable Automation Any Time Collect
 

Exclusive Webinar

Date:  Tuesday, November 4, 2014

Time:  11 AM PT / 2 PM ET

As the end of the financial year rapidly approaches, AvidXchange and Anytime Collect are joining forces to bring you a webinar that will make your fiscal year-end closing process easier! Anytime Collect is a leader in Accounts Receivable Management and AvidXchange specializes in Accounts Payable, so you’ll learn about best practices for year-end closing from both sides of the General Ledger. Whether this is your first year-end, or you are a seasoned professional, this webinar serves as an excellent roadmap to ensure you, and your team, are prepared for the following year-end activities:

  1. Establishing schedules.
  2. Fine tuning customer and supplier information.
  3. Ensuring your company’s accruals are correct.
  4. Completing AP and AR account reconciliations. 
  5. And much more...

As an exclusive thank you for joining us, you'll also receive a step-by-step checklist that can be shared with your controller, accounting team, credit and collections department, procurement team, and business partners as a great resource to keep on hand so you don’t miss something critical during the year-end closing process!

AP Automation

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