Advanced Recurring Contract Billing
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Transcript of Advanced Recurring Contract Billing
Advanced Recurring Contract Billing
for Microsoft Dynamics™ GP
Agenda
Company Background
Binary Stream’s Experience
Products and Services
Advanced Recurring Contract Billing Overview
Demo
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
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
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
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
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
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
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
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
Recurring Billing Setup
Segment contains Entity Substitution to identify SOP Documents created from our Invoice Creator Screen
Assign Item Type
This screen is used to setup different Item Types
Meter Maintenance & Lookup
If you are using monthly meter readings for recurring billing you will set up Type of Meter and its description
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
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
Invoice Creator
The Invoice Creator lists all schedules
Select your billing period and mark all that require billing
Click “Invoice” for Processing
Billing Inquiry
This screen displays the history of SOP documents created using the Invoice Creator Form
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
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
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