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!

Excellence in Customer Service

I believe the strongest testimonial to what is important to the ORG Team and our customer service comes from others. We can sell you all day and night on the merits in working with us. It is the unbiased alcaloides from the people we meet with that really speak to our mission. (Speaking of meeting with, today is our last day at Excelapalooza 7. Please say hello if you see one of our team.)

Oddly, this email from Terry Wakefield of Catalyst4Change is about how we talked our way out of a job. When we met with Darwin’s and examined their current challenges and processes, we recommended they not implement an WMS system yet. This is the customer service we believe in. Ultimately, we are dedicated to building strong relationships.

With Terry’s permission, we share his testimonial…

Julia,

I just want you to know that I sincerely appreciate the excellence in customer service which you provided to Darwin’s yesterday.  Many consultants / technical sales people say that they are looking after their client’s best interests; however, their actions do not validate their words.  Your insight into the fact that Darwin’s is not ready to fully utilize the benefits of a WMS was pivotal in helping confront where we really are, where we really want to go as well as how we can now best bridge the gap between these two realities.  I also value your perspective that case labels can be printed and applied at the time that the cases are re-palletized upon receipt at Darwin’s but do not have to be actively scanned into the inventory data base until individual cases are pulled for movement into B box for slacking.

Thank you!

Terry Wakefield
Catalyst4Change
linkedin.com/in/terry-wakefield-4746a

We’re going to Excelapalooza

Always looking for ways to increase their knowledge, using programs that help their clients, two members of Operations Resource Group,(ORG), will be attending the bizNET’s Excelapalooza in Dallas, Texas, next week.  They will be learning the latest tools for creating custom reports to help their clients better understand the information that they need to keep their companies profitable.

Excelapalooza has provided its attendees with “best in class” Microsoft Excel based training and analytics. Excelapalooza offers attendees industry-leading Excel training and education to continue the development of professional skills. In addition to Excel training, attendees will have the opportunity to discover what the BizNet Software suite can do to expedite their current reporting processes.

An ERP Cautionary Tale from FL

With ERP implementation, experience leads to best practices, avoiding unnecessary costs, and delays in launching. We here at Operations Resource Group know from experience there are going to be challenges that couldn’t have been seen at the beginning of a project. Our experience has taught us that listening to our clients needs, what issues they are attempting to improve or resolve, is of primary importance. Chris Holtzer (Senior Manager – Strategic Analysis) so eloquently said years ago regarding ERP implementation, “I think 90% of the over promise is just not understanding the real needs of the end-users.” He also went on to say, “New ERPs are a wonderful thing once they are working properly.”

I was researching ERP and supply chain advancements this morning and I came across this recent article from a Bradenton, Florida newspaper (Bradenton Herald). The district “has spent $20 million to install… (their) enterprise resource planning (ERP) software. The original budget was less than $10 million.”

The article also speaks to the ordering delays, payroll delays – all which have inherent costs beyond line item budgets. School is in session; supplies are needed.

The upside is the company responsible for the install is engaged in responsibly completing the work they were contracted for. You can bet they aren’t operating in the most supportive environment right now.

This is a good cautionary story; supporting our ORG mission. Do you know how we continue to make better informed decisions? By listening to you.

(Click here to read entire article: School district to software vendor: Give us what we paid for)