Nanonets

FEBRUARY 28, 2024

GL Coding General Ledger Codes, or GL Codes, are unique alphanumeric strings that classify and record financial transactions within a company’s general ledger into corresponding GL account. Each GL account is associated with corresponding GL code. 💡 Consider a small café that buys a new espresso machine for $1,000.

Automation 52

Automation Payment APIs and Integration Accounts Transactions 52

Nanonets

JANUARY 10, 2024

Customized Solutions: Tailor your workspace to fit your specific needs by integrating with a wide array of tools, from email and communication apps to CRM systems and beyond. Gmail Integration What It Does : Allows you to send emails directly from Monday.com and track correspondence related to specific tasks or projects. Absolutely!

API 40

API Automation CRM Process 40

Nanonets

DECEMBER 15, 2023

It's about finding the perfect balance between a structured approach and the agility to adjust as you learn more about your leads. Implementing BANT in Your Sales Process Integrate BANT in CRM : Add BANT fields in your Customer Relationship Management (CRM) system to track and evaluate leads efficiently.

Automation 52

Automation AI CRM Authorization 52

EBizCharge

JUNE 4, 2024

Acumatica is a cloud-based enterprise resource planning (ERP) system that offers a full suite of business management applications, including financials, distribution, project accounting, and CRM. The payment is applied to the corresponding invoice to clear the outstanding balance.

Credit Cards 52

Credit Cards Process Payment Gateways Best Practices 52

Nanonets

SEPTEMBER 12, 2023

You can add documents for matching (like purchase orders) and verify if specific values, such as the grand total corresponding to a given purchase order number, match the value in the database. You can download the data in various formats, including CSV and XLSX, or export it to a CRM or AP Automation software like QuickBooks.

Automation 52

Automation Process Audit Compliance 52

Nanonets

MARCH 30, 2023

The user can train the Nanonets model by providing it with sample documents and the corresponding data that should be extracted from them. Customizable : Nanonets allows users to train their own models by providing sample documents and the corresponding data that should be extracted from them.

Process 52

Process Automation Compliance Volume 52

Nanonets

JUNE 15, 2023

PO Verification : The AP clerk checked the PO number on the invoice, then manually searched for the corresponding PO in a filing cabinet or electronic system. Automatic PO Verification and Matching : The system automatically retrieves the corresponding PO based on the PO number extracted from the invoice.

Automation 40

Automation Payment APIs and Integration Audit Process 40

Nanonets

JANUARY 17, 2024

In a world where your expense management system needs to talk to your accounting software, your ERP system, and maybe even your CRM, integration is key. Updating and Evolving Policies: Bi-annual reviews to adjust limits and categories as per market rates and company growth. And let's not forget about integration issues.

Payment APIs and Integration 52

Payment APIs and Integration Compliance Automation Audit 52

Nanonets

NOVEMBER 15, 2023

Intermediate Steps: These are the records of previous agent actions and corresponding outputs. ") The agent will return the playlist names along with the corresponding total track counts. Apply evaluators to the resulting run traces and corresponding reference examples to generate automated feedback.

Returns 52

Returns API Database AI 52

EBizCharge

NOVEMBER 11, 2024

This process helps verify that all transactions, balances, and adjustments are recorded accurately and consistently across both records. Investigate and resolve discrepancies promptly: Address any discrepancies immediately, which may involve correcting errors, adjusting for fees, or understanding timing issues.

Reconciliation 52

Reconciliation Best Practices Non-Bank Audit 52

EBizCharge

FEBRUARY 17, 2025

By regularly reviewing these reports, finance teams can detect potential revenue risks, adjust credit policies if necessary, and determine which customers require follow-ups or escalated collection actions. AR reconciliation verifies balances recorded in a companys general ledger align with amounts owed by customers.

ACH 59

ACH Credit Cards Transactions Accounts 59