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QuickBooks Online is a popular cloud-based accounting software that is widely used by small businesses to manage their finances. While it is a useful tool for basic bookkeeping and accounting tasks, it is limited in its capabilities, and can quickly become overwhelming as a business grows. To truly optimize and streamline accounting workflows, it is essential to use tools like Lockstep Inbox to enhance the power of QuickBooks Online.
s If you’re an accountant, you know that a big part of your job is staying on top of your company’s finances. And if you’re working with a small business, you know that every hour counts when it comes to keeping the books in order. According to recent studies, small businesses account for more than half of the private sector workforce and more than half of all net new jobs created in the United States.
s If you’re an accountant, you know that a big part of your job is staying on top of your company’s finances. And if you’re working with a small business, you know that every hour counts when it comes to keeping the books in order. According to recent studies, small businesses account for more than half of the private sector workforce and more than half of all net new jobs created in the United States.
Accounting teams know how important it is to stay organized and keep track of the endless emails that come through each day. You need an efficient system that can help streamline the overwhelming task of sorting through and managing our emails from clients – and Lockstep Inbox has just released some major improvements! The Lockstep Team has made several enhancements to the accounts payable (AP) and accounts receivable (AR) workflows built within Lockstep Inbox, including the ability for teams wi
If you’re an accountant, then you are probably familiar with QuickBooks Online. But what happens when you need to manage your accounts receivable and accounts payable workflows? That’s where Lockstep Inbox comes in. Lockstep Inbox syncs with QuickBooks Online and your email, allowing you a single application to manage both workflows. This saves time, money, and improves collaboration.
If you’re an accountant, then you are probably familiar with QuickBooks Online. But what happens when you need to manage your accounts receivable and accounts payable workflows? That’s where Lockstep Inbox comes in. Lockstep Inbox syncs with QuickBooks Online and your email, allowing you a single application to manage both workflows. This saves time, money, and improves collaboration.
s Accounting professionals rely on QuickBooks Online to keep their finances in order. But Lockstep Inbox takes things a step further: it’s the only shared inbox specifically tailored for accountants. Connected seamlessly with both Outlook and QBO, this groundbreaking solution streamlines accounting workflows – ensuring data accuracy and enhancing productivity like never before!
If you’re an accountant, then you know that QuickBooks Online a popular accounting and financial software. But what you might not know is that QuickBooks Online works even better when you use it with Lockstep Inbox. Here’s why: Lockstep Inbox is the only shared inbox designed for accounting. Seamlessly connected into QuickBooks Online and Outlook, Inbox creates efficiencies and improves accounting activity workflows.
If you’re an accountant, then you know that QuickBooks Online a popular accounting and financial software. But what you might not know is that QuickBooks Online works even better when you use it with Lockstep Inbox. Here’s why: Lockstep Inbox is the only shared inbox designed for accounting. Seamlessly connected into QuickBooks Online and Outlook, Inbox creates efficiencies and improves accounting activity workflows.
We’re excited to share the latest update to Lockstep Inbox , which includes enhanced search functionality. With these updates, you will have an improved Lockstep Inbox experience. You will be able to quickly and easily find the information you need, thanks to the improved search capabilities, which provide more relevant results in a fraction of the time.
Lockstep Receivables customers now have access to surcharging through payments partner InterPayments. For customers using Fortis, Repay, and Authorize.net, surcharging is a viable option. Using Lockstep Self Service, your client can opt-in to pay with a credit card or by ACH. For credit card payments, a modest surcharge covering the cost of the transaction processing fee and Interpayments fees will be added.
In today’s business environment, customer retention is more important than ever. As the pressure to grow revenue and acquire new customers intensifies, many organizations are losing sight of the importance of customer retention. In fact, a study by Bain & Company found that a 5% increase in customer retention can lead to a 95% increase in profits.
Surcharging can be a controversial topic today. At face value, surcharging is a way for businesses to offset the fees they are charged by credit card companies. But surcharging can also be seen as a way for businesses to take advantage of their customers, by adding on an extra fee that the customer may not be expecting. In this blog, we discuss the pros and cons of surcharging, today.
If you’re an accounting or finance professional, chances are you’ve heard of surcharging. But what is it, and how can it benefit small and medium-sized businesses (SMEs)? Let’s take a closer look. Put simply, surcharging is adding a fee to customers who pay with a credit card. While this may seem like a burden at first glance, there are actually some very compelling reasons for SMEs to consider implementing surcharging policies.
Accounting is often thought of as a purely financial discipline, but its role in customer experience (CX) and providing customer delight should not be underestimated. In today’s competitive landscape, businesses need to go above and beyond to win customers over and keep them coming back. That’s where accounting comes in. With its unrivaled ability to track money flows and optimize financial processes, accounting can play a vital role in enhancing the customer experience.
The Lockstep Team is excited to share some of the latest updates to the world’s first shared inbox designed for accounting, Lockstep Inbox. These enhanced features, included in the free application are designed to save you hours of manual processes every week, while enabling you to better collaborate across your accounting workflows. Approval Activity Improvements If you’re like most accounting teams, you spend a lot of time managing approvals.
The Lockstep Team is excited to share some of the latest updates to the world’s first shared inbox designed for accounting, Lockstep Inbox. These enhanced features, included in the free application are designed for you to collaborate more efficiently, connect with customers and vendors smarter, and save you hours of manual processes each and every week.
Connected accounting pioneer provides only free online portal to help accounting teams close books even faster. Seattle, WA – (January 10, 2023) – Lockstep , the connected accounting network, today announced Lockstep Self-Service, the latest application in the Lockstep Suite. Lockstep Self-Service provides customers and vendors with immediate access to reconcile their statement, download important documents, view transaction history, and export accounting data.
Accounting Self-Service Live for Customers and Vendors. Receiving more requests for invoices and documents from customers more frequently? Are vendors asking you for more documents, more often? Do you spend more time managing disputes and organizing customer communications? Is providing a superior customer experience every step along the way a priority?
If you manage accounts receivable (AR) and accounts payable (AP) for your business, you know how important it is to have a system in place to keep track of all incoming and outgoing payments. A shared accounting inbox can be a great way to do this, as it allows both AR and AP managers to see all payments in one place. In this blog post, we’ll explore the benefits of using a shared inbox for AR and AP management.
For most of us, our work lives revolve around email. We use it to communicate with colleagues, vendors, and customers. The shared inbox is a productivity-booster and a time-saver for busy professionals. Not only does it help your team stay organized by keeping communications in one central location, but it eliminates the need to manually move emails from one place to another as they enter the system.
The Lockstep Receivables application is recognized as an “Acumatica-Certified Application” for 2022 updates. Seattle, WA – (December 14, 2022) – Lockstep , the connected accounting network, announced that its software, the award-winning Lockstep Receivables has been validated to work with the latest upgrades and updates of Acumatica, 2022 R2 and R1.
The Lockstep Team is sexcited to share some of the latest updates to the world’s first shared inbox, designed for accounting teams, Lockstep Inbox. Global Search is even Easier. The Lockstep team has enhanced the search functionality of Global Search, adding text highlights and previews for your query. This enhanced functionality will allow you to better identify the invoice, bill, or customer you are looking for much faster, saving you time and headaches looking for that “lost email
Whether you are shopping for your team, a colleague secret Santa or the special accountant in your life, finding the right gift can be tough. But never fear, we are here to help with a list of the top gifts for the accountants on your holiday shopping list. With that in mind, here are some great gift ideas for the accountant in your life. 1. A personalized mug – This is a great gift for the coffee or tea lover in your life.
Connected Accounting Pioneer Provides Unprecedented Access to Mid-Market ERP Systems. Seattle, WA – (December 8, 2022) – Lockstep , the connected accounting network, today announced that ArtisTrade , a finance software provider specializing in supply chain finance, is now live on Lockstep. Lockstep provides an API for developers to connect to and leverage the accounting and financial data of their customers to automate workflows between companies.
As an accounting professional, you know that getting paid is key to keeping your business running. If you’re like most finance professionals, you’re always looking for ways to speed up payments. One of the best tools for doing this is customer self service. With self service, customers can access financial documents, like invoices, without having to spend the time requesting them or waiting for someone to send them.
Accompls. To today’s business environment, the need for streamlined and organized accounting procedures is paramount. Accounting teams need constant vigilance to keep a clean inbox, and to ensure accounts, communications, and next best activity is organized. Whether you use post-its, remote folders, folders in your email account, or you keep data in a spreadsheet, organization is key to financial health.
Accompls. Accounts receivable (AR) teams, today, are bombarded with emails all day, every day. On average, AR inboxes receive over 100 emails each day. And a good number of these are requests from customers to resend invoices or other key accounting documents. These requests are often “lower priority” than other emails, often falling to the end of the day, week, or longer before a response is sent.
Seattle, WA – (November 17, 2022) – Lockstep , the award-winning accounting automation pioneer, today announced that Lockstep Inbox now offers a Google-certified Gmail integration. Lockstep Inbox is the first and only free accounting inbox solution that allows teams to automate customer and vendor workflows in a single application. Lockstep Inbox-certified integrations enhance the security, applicability, and usability of the overall product.
In today’s fast-paced, competitive business environment, it’s more important than ever to optimize your accounts receivable (AR) processes. One way to do this is by leveraging automated customer communications as part of your broader accounts receivable automation strategy. Automated communications can help you speed up the collections process and connect with more customers faster.
Guest Contribution from Fortis. What to know before you charge. Mention the word “surcharge” around merchants or service providers, and you might get confused faces and blank stares. There may be a bit of mystery that surrounds this concept, so our partners at Fortis have put together a list of questions they hear the most from merchants in regard to surcharges.
Seattle, WA – – Lockstep , the award-winning accounting automation pioneer, today announced it has partnered with SYSPRO to grow the connected accounting network. Lockstep will provide SYSPRO’s North American customers access to award-winning accounts receivable (AR) automation software, Lockstep® Receivables. Lockstep Receivables allows SYSPRO customers to manage the invoice-to-cash process through automated communication; customer-self-service, including online payment capabiliti
We all know how frustrating email can be, especially for accounting teams. Sometimes it just doesn’t work as you want it to. Email often becomes a major source of frustration – especially when things go wrong. In Part I and II of this series, we took a look at some of the most common accounting email blunders that can cost time and money.
Scalability, Scalability, Scalability !! . When we talk about Scalability, the first things that come to our mind are a large userbase, few million requests per second, huge volumes of data , and so on. When we talk about scalability, the first things that come to our mind are a large userbase, few million requests per second, huge volumes of data, and so on.
We all know how frustrating email can be. Sometimes it just doesn’t work as you want it to. In Part I Email Blunders That Cost Accountants Time and Money of this series, we took a look at some of the most common email blunders that can cost accountants time and money. In Part II, we’ll take a look at some more email blunders that can trip up even the most experienced accounting teams.
Email is a necessary evil for accounting teams. It’s the primary way we communicate with our colleagues, vendors, and customers. But it can also be a huge source of frustration – especially when things go wrong. In this three-part blog series, we’ll take a look at some of the biggest email blunders that can cost accountants time and money.
As we all know, Halloween is just around the corner! And what better way to celebrate than by dressing up in a fun accounting-themed costume? In this blog post, we will cover seven of the best accounting-themed costumes for Halloween 2022. So, whether you’re looking for a last-minute costume or you’re just looking for some inspiration, below are some great ideas!
You may have received communication from Microsoft or Google about security updates that will disable Basic Authentication over the next few days. To support the advanced authentication enhancement, Microsoft and Google may require you to take a couple steps to ensure your email automations with Lockstep remain operating. . To assist you with these changes, we have outlined the required steps below.
If you’re like most accounting teams, you spend a lot of time managing approvals. Whether it’s AR or AP approvals, getting the right documents and signatures can be a tedious process. That’s why Lockstep Inbox’s latest feature is so important. With our new approvals feature, you can quickly route approvals to the appropriate person within your organization, invoice approval, payment authorization, and more.
When scaling your business, email no longer becomes the “best” or “easiest” tool to use. This is why sales departments use Salesforce to manage account status, notes and communications. This is why your IT department has a helpdesk took like JIRA to compile and organize internal inquiries, because traditional email is not scalable. But why then, is your accounting team using disparate accounting email inboxes to manage vendor and customer communications?
Your Accounting Inbox Needs a Workflow Overhaul: Part 4. Email was never designed as an accounting tool. Using email to manage the inflow of communications and documents to/from customers and vendors may make sense on paper, but when scaling your operations, or when hiccups to your operations occur, email quickly outgrows its welcome for accounting teams.
Your sales team uses Salesforce, IT is using JIRA to manage internal inquiries, and your customer success team is using Gainsight to manage the influx of customer requests. But you? You’re stuck using decades old technology. Email was never designed as an accounting tool. Using email to manage the inflow of communications and documents to/from customers and vendors may make sense on paper, but when managing multiple streams and questions from customers and vendors, email quickly outgrows its wel
Did you know that developers spend more than 75% of their time debugging issues? That’s more than 1500 hours per year! While there are many actions that lead developers to dead ends, fixing issues that otherwise should only take a few hours should not be one of them. Especially when that solution is right in front of us, if only we were a bit more observant.
If you’re like most accounting teams, you probably spend a lot of time searching through your email for specific information. It can be frustrating when you can’t find what you’re looking for, especially when time is of the essence. That’s why we’re excited to announce Lockstep Inbox ’s Global Search feature! With Global Search, you can quickly and easily search for transactions, emails, contacts, notes, and more across and within Lockstep Inbox.
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