Advanced Recurring Contract Billing

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Advanced Recurring Contract Billing for Microsoft DynamicsGP

Transcript of Advanced Recurring Contract Billing

Page 1: Advanced Recurring Contract Billing

Advanced Recurring Contract Billing

for Microsoft Dynamics™ GP

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Agenda

Company Background

Binary Stream’s Experience

Products and Services

Advanced Recurring Contract Billing Overview

Demo

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Background Information

To help businesses realize their potential through our passion for excellence.

We are the leading solutions developer for Microsoft Dynamics GP

• 20+ years of software development

• Experts in developing embedded niche solutions for Microsoft Dynamics GP

• Solutions delivered with value-added services to reduce TCO

• Continuous R&D investments

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Binary Stream Expertise

• Accounting & Consulting

• Software development using the latest Microsoft technologies

• Billing, transaction, and account distribution experts

• Experts in data & application integration, and Web Services

• Broad industry expertise

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Recognition

• Microsoft Dynamics Healthcare Strategy

• Gold Certified Partner (ERP & ISV)

• Multi-Facility Processing – Microsoft Feature White Paper

• Over 250 partners Worldwide

• Nearly 800 end user customers

• President’s Club Member 2007-2010

• 47th Fastest Growing Company in Vancouver

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Target Markets & Services

Target Markets• Distribution & Manufacturing

• Healthcare

• Real Estate

• Financial Services

• Professional Services

• Telecommunications

Value-Added Services• Dexterity Development

• Integration Services (eConnect and Integration Manager)

• Business Portal Enhancements

• .NET Development & Web Services

• Installation & Training

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Product Organization

Enterprise SeriesComprehensive, industry applicable, high-revenue applications that involve longer sales cycles and partner education

Manager SeriesSimple, low-cost, out of the box solutions that enhance very specific processes

Foundation SeriesA catalog of unique customer solutions that require a needs analysis for delivery

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Product List

National Accounts for PayablesVendor Contract Pricing & RebatesAdvanced Recurring Contract BillingAdvanced Revenue & Expense DeferralsSales Document Splitting ManagerSales Document Consolidation ManagerSerial Lot Copy&Paste ManagerInvestment & Loans ManagementeMailer Manager

Multi-Facility Processing Healthcare Materials ManagementEFT ManagerProperty Site ManagementProperty Manager LiteSOP Auto-FulfillmentLoans Manager

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Advanced Recurring Contract Billing

Create comprehensive billing schedules with discount options, pro-rating features and more

Import billing data from other systems in text files for processing

Consolidate billings for sales order processing

Produce and deliver invoices in batches(Use our e-mail Manager to Mass e-mail)

Accurate & timely reporting of billing data

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Advanced Recurring Contract Billing

What are the Benefits?Integrates seamlessly with Microsoft Dynamics GP

Improves payment collection turnover

Dramatically reduces billing labor

Reduces invoice errors to maximize revenues

Minimizes costs through invoice delivery In conjunction with the eMailer Manager

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Recurring Billing Setup

Segment contains Entity Substitution to identify SOP Documents created from our Invoice Creator Screen

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Assign Item Type

This screen is used to setup different Item Types

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Meter Maintenance & Lookup

If you are using monthly meter readings for recurring billing you will set up Type of Meter and its description

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Billing Schedule Maintenance

A Billing Schedule will be set up for each customer

Schedules can have many line items that are billed with different frequencies

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Billing Import

Billing Import Form allows you to import billing information from another program

Import Inquiry provides you with a view of what has been imported

Export to Excel for reporting

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Invoice Creator

The Invoice Creator lists all schedules

Select your billing period and mark all that require billing

Click “Invoice” for Processing

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Billing Inquiry

This screen displays the history of SOP documents created using the Invoice Creator Form

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Binary Stream Difference

100% Dedication to Software Development

• We are not a GP Reseller – no conflicts

• New Professional Services Dept

• Closed - Loop communication model

• Painless upgrades – responsive support

• Solution innovation

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Our Development Approach

• Seamless integration with Microsoft Dynamics GP

• Tight integration with Microsoft Back Office products

• Highly scalable

• A cost effective solution

• Tight control over releases

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Why Binary Stream?

• We have become one of the major ISVs in the NA channel.

• Proven solutions that deliver immediate business value

• On-going product development investment

• In-depth ERP and business workflow expertise

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Questions?

Darren NgOffice: 604.522.6300 ext 106Email: [email protected]

www.binarystream.com