solomon user group meeting progressive solutions – 3 rd party applications welcome!
TRANSCRIPT
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Solomon User Group MeetingProgressive Solutions – 3rd
Party Applications
WELCOME!
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Progressive System Solutions
Microsoft Gold Certified Partner based in Orlando Florida Served the Dynamics Community for 20 years Suite of 100 products developed for the Dynamics Family Products used by companies all over the US and abroad Products developed using the same tools as the
Dynamics Modules Accessed through the Dynamics menu Screens and functions similar to Dynamics including lookups Standard Dynamics Security (if you have the rights to the screen it
will allow you to run the process) Customization Manager Enabled Same Reporting Options
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Progressive System Solutions
http://www.progsys.net/products.htm
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Progressive System Solutions
Host period webinars illustrating the products.
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Progressive System SolutionsHOLIDAY PROMOTIONStarting 11/1/11-12/31/11
Purchase one of the following:
Fixed Assets
Loan Management
Investment Ledger
Credit/Purchase Card
Expense Reporter
Get one of the below for FREE
Fixed Assets Service
Loan Application
Loan Escrow
AP Void Check Entry Plus
One Rainbow Search Module
One Eraser Module
File Attach
Payment for the purchase due on or before 12/31/11
Service plan purchase required for Free product
Can NOT be combined with any other offers
No substitutions for free products
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Progressive System Solutions
Will be illustrating these two products today.
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Progressive System Solutions
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Void Check Entry Plus• Void a check• Or void check, process a
Credit Memo, and apply with Zero check all in one step
• Process one check at a time or load a list from Excel
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AP Voucher Reverser • Reverse a voucher• Select a batch, Ref #, or
by vendor• Reversal is applied to
original voucher and applied with a zero check all in one step.
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Progressive System Solutions
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Credit/Purchase Card - Setup
• Setup bank format
• Setup mapping for import file
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Credit/Purchase Card - Process
Mapping screen is used to map the Excel or .csv files from credit card vendors.
Unlimited number of credit cards. Download file from credit card vendor website. Select the file and the Credit Card Vendor. Edit the data in the grid to add additional information. Review results, report is available. Process.
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Credit/Purchase Card - options
Direct processing: Vouchers will be created in A/P under the Credit Card Vendor only.
Indirect processing: 1st batch will be a voucher batch…Vouchers will be created for each line
in the import batch. 2nd batch is a Check Batch. A check, posted to the clearing account will
be created for each transaction.– This does not use up a check number in the normal checking account.– Vendor history is updated.– 1099 information is updated.
3rd batch is a voucher batch which enters a voucher for the credit card company.
– This posts to the clearing account to offset the entry posted for the check
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Credit/Purchase Card - Example
Custom mapped format, just need to complete additional information.
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DEMO
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Thank you !
Intellitec Solutions
Reading, Wilmington, Washington DC
www.intellitecsolutions.com