Author: admin

You do not set up credit limits for customers, or you manually set up credit limits. Customers often go beyond their limit. There is a negative impact – it has caused high receivables and bad debt write offs….

Inability to practice and demonstrate responsible financial management Challenges Difficult to ensure prudent and effective budget utilization. Ensuring operation within budget. Running over budget or exceeding appropriations and consequences. Tracking of budget status and any changes to it….

Transactions are being entered manually in each company. Inter-company transactions are being re-keyed into multiple company databases, and there are errors. Transactions do not get recorded in all companies. They get recorded incorrectly, resulting in difficulty reconciling the…

You currently are not able to create reports with presentation quality, or the way you are doing that is inefficient. You either have to go to IT, which is time-consuming, or re-key data into another application, which must…

You spend a lot of time managing low dollar invoices. Unknown what % of your transactions are under $2,500. Unknown what % is that of your total dollars spent. For those small purchases. Unknown time spent on Invoicing….

Your process of entering in a sales document with a payment schedule is manual. You currently have to enter a sales invoice with a payment schedule as multiple invoices. There are errors made in entering these multiple invoices,…

You have to do compliance reporting, OSHA 300/301, VETS 100, and COBRA Notification Letters. Your method of tracking this is inefficient. It is difficult to produce required information upon request, and you need to generate different kinds of…

You constantly need to call IT or someone from the back office to get information. Unknown process for submitting these requests. It takes you long to get it. You do not have access to the information yourself. It…

You need to manually track inventory costs through a manual process, but you cannot track costs of inventory in and out of the warehouse at different costs or change cost methods. It is difficult for you to track…