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Automated Payment Matching for SYSPRO

Payment processing files from your lockbox provider

Lockbox for SYSPRO eliminates the need for your company to reprocess the payment information which your lockbox provider has already entered into their systems. With a few simple steps, you can now import an electronic file from your lockbox provider into Lockbox for SYSPRO which will then match all the payment information with your Customer Invoices in SYSPRO and then perform all the required AR Payment transactions automatically in SYSPRO, saving you hours of unnecessary work.

Key Features

  • Integrates with SYSPRO via e.net
  • Imports payment processing files from your lockbox provider
  • Imports scanned images of checks and remittances for easy problem resolution
  • Automatically matches to Paid Invoice to Customer Invoice
  • Exception management
    • Automatically approves Invoices for payment based on acceptable over under variance
    • Errors can be corrected prior to payment posting
    • Payments can be excluded for further investigation
  • Multi-period support
  • Supports Custom File Formats

SYSPRO’s integration capabilities are extensive

Utilizing Power Pivot & Power Query (Get & Transform) to Unlock the Power of Syspro

Our title, “Utilizing Power Pivot & Power Query to Unlock the Power of Syspro”, sounds corny as hell, but this is the kind of stuff that we got from the conference in Dallas. Just today ORG was implementing such bridges for several clients – boosting their reporting functions in just a few hours.

Power Query and Power Pivot complement each other. Power Query is perfect for discovering, connecting to, and importing data. The end result is that an Excel data connection still gets created, but Power Query makes it much easier while giving you a lot more functionality. Power Pivot models the data you’ve imported. When you put your data in the Excel Data Model, you can continue enhancing it for analytics with Power Pivot. Power Query allows the robust reporting models to be easily formatted for online services. It brings the result into Excel as a single table for further analysis and modeling in Power Pivot.

SYSPRO Office Integration uses secure web services to communicate between Office and SYSPRO’s database, which means that you can work with an Office product at home using an Internet connection and still have access to the SYSPRO data.

Because of the built-in security, use of secure web services and free licensing, SOI can be easily and effectively deployed at your customer and supplier sites. This means that your customers and suppliers can have access to YOUR data perhaps to view their outstanding sales orders or jobs, or stock levels.

This is just one example of how the unlocked power Power Pivot & Power Query will give your business the ability to perform information analysis rapidly, and share insights easily—both internally and externally. Complete system service!