Cathy Harris ERP Support Specialist at Vertex SMB

Slides:

Advertisements

Similar presentations

Leveraging an Integrated ERP and CRM System - Featuring Sage MAS 500 ERP and Sage SalesLogix CRM.

Advertisements

We, at Vispara Technosoft specialize in delivering high quality, flexible, cost effective, reliable, result-oriented applications which can be capitalized.

Amber J. Bell Training and Implementation Specialist CAL Business Solutions Inc. Microsoft Dynamics GP Partner ext. 3112

Reporting SuperOffice CRM

Sold merchandise to a customer on account, customer is tax exempt.

Ch 7 Notes - HST HST - Harmonized Sales Tax Overview: Implemented July 1, 2010 to replace GST and PST Current rate is 13% (0.13) Applies to the sale.

S y n e r g y. Sales Items Purchase Reporting Customer Control Integrated platform Introducing truly affordable ERP.

1 GL Interfaces – COM Transactions 1 Using the General Ledger Interfaces COM Transactions Jim Simunek, CPIM.

GUI Point Of Sale Point of Information Dashboard Press “Enter” to Advance To Next Slide.

Offers/Orders A supply system that helps you with the sales process. Integrated with your CRM and ERP systems.

1 Arizona Sales Tax & Use Tax Chunyan Pan Tax Manager Financial Services Office.

Lesson 9 Goods and Services Tax Li, Jialong

People © 2013 The Sleeter Group All rights reserved. Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks of Intuit Inc. Other.

EXACTOR EXACTOR Confidential E xactor S ALES T AX C OMPLIANCE S ERVICE.

Delldata Systems has been serving the software needs of the business community for 25 years.

ISI Request For Quote Integrates with Microsoft Dynamics GP Inventory, Purchase Order Processing and Sales Order Processing Dynamics is a registered trademark.

The Journal and Source Documents

Elliott eStore.Net Edward M. Kwang President. Elliott eStore & eStore.Net eStore –Elliott Real Time Shopping Cart Solution –Real Time Order & Invoice.

Basic BankingCreditShopping Online Banking Taxes

Copyright COMPLETExRM, Inc. All rights reserved. Sales Presentation 1 For Real Estate.

“the easiest, most accurate and affordable way to calculate and report sales and use tax” for.

Integrated Document Management Within Sage 50. Features Automatically digitise and attach all types of documents to records in Sage 50, including: –purchase.

NCR Confidential NCR RETAIL ONLINE Ecommerce Made Simple 1.

Microsoft Dynamics ® NAV 2009 Service Management.

Dynamics GP Testdrive In this test drive, you’ll see how Microsoft Dynamics GP makes it easier to enter orders and increase sales. Dynamics GP Testdrive.

Continia expense Management Control receipts and credit cards ALL DIRECTLY FROM INSIDE MICROSOFT DYNAMICS NAV.

Overview of Microsoft Dynamics Five Primary Products Microsoft Dynamics AX (formerly Axapta) Microsoft Dynamics GP (formerly Great Plains Software ) Microsoft.

SoCal GPUG Meeting – February Agenda Installation and Configuration Standard Features Standard vs. eConnect Adapters Alternatives Resources Integration.

Bank Reconciliation. Process of balancing your check book Compare your bank statement to your records in QuickBooks to ensure that bank shows what you.

Microsoft Dynamics AX 2012 Finance Training Contact US : Magnific training India USA :

M ICROSOFT DYNAMICS AX 2012 FINANCE ONLINE TRAINING Contact for the more details : Specto IT Training

AvaTax for Intacct Implementation Checklist Overview Winifer Cheng Winifer.

Jeff Holway, VP Sales, Experlogix COMPLEX QUOTES IN SECONDS WITH EXPERLOGIX CPQ FOR MICROSOFT DYNAMICS.

SALT WARE, LLC. Simple web-based solutions for record keeping & sales tax estimation What’s in store for you! C-Store will: Import your inventory purchases.

Free microsoft dynamics sl training Microsoft Dynamics CRM training Microsoft Dynamics AX training Microsoft Dynamics GP training Microsoft Dynamics NAV.

Online Transactions Iowa County Information Technology Association November 20, 2002.

© 2015 Thomson Reuters. All rights reserved. Republication or redistribution of Thomson Reuters content is prohibited without the prior written consent.

McGraw-Hill/Irwin Introduction to QuickBooks Pro, 2004 © 2005 The McGraw-Hill Companies, Inc., All Rights Reserved. Chapter 11 Customizing QuickBooks.

Dynamics ax 2012 trade and logistics online training Contact for free demo : Specto training

Swyft Product Overview Small Business. Mobilized..

SoCal GPUG Meeting – May Agenda Word Template Features DEMO – Add Company Logo to the Word Templates Requirements for Modifying Word Templates DEMO.

Microsoft Dynamics SL connector for AvaTax

Planning your dynamics gp year end for 2016

الإطار الفكـري للضريبة والزكاة

Resolve Invoice Exceptions

COMPUTER ACCOUNTING WITH MICROSOFT BUSINESS SOLUTIONS—GREAT PLAINS 8.0

An Introduction to Attendance on Demand

Generic Note Receivable Entries in T Accounts

Introduction to Rental Management

Presentation For.

Word Templates and in Microsoft Dynamics GP

Continia expense Management Control receipts and credit cards ALL DIRECTLY FROM INSIDE MICROSOFT DYNAMICS NAV.

Lesson 4-2 Posting Separate Amounts from a Journal to a General Ledger

Dynamics GP 2017 Year-End Closing Procedures

Excel-to-PowerPoint Document Automation

Microsoft Implements Your Vision

Vertex & EnterpriseOne

Chapter 6- Source Documents

Ready, Set, GoTransactions

SalesPad: Compliment Dynamics GP

Reserved for Intro Picture

Who we are and what do we do

Receivables Management Training

Demo presentation of AMICS ERP Pro Software for managing business

Customize your system with Dynamics 365

Equipment and Airtime Bundled Solution Sales Model

FW Product and Base Processes

Professional Services Tools Library (PSTL)

Simplify Your Sales Process

Presentation transcript:

Cathy Harris ERP Support Specialist at Vertex SMB Presenter Cathy Harris ERP Support Specialist at Vertex SMB

A Better Alternative to Sales & Use Tax Automation

The Vertex SMB Solution Pay-as-you-go pricing No upfront fees Signature-ready PDF returns Returns-only option Rate files Exemption certificate management Consumer use tax Tax Calculations Returns

Vertex SMB Dashboard Overview

Configure Overview

Register Locations

Configure Products

Configure Products

Add Products

Product Mapping

Taxability Matrix of Product Mapping

Customer Exceptions

Customer Exemption Entry

Helpful Tools

Calculate Taxes

Results

Adjustment File Upload

Lookup Tax Rates

Managing Tax Returns

Signature Ready PDFs

Vertex SMB for Microsoft Dynamics GP

Installation of Services

Adapter Administration

Adapter Administration

Customer Maintenance

Item Maintenance

Sales Transaction Entry

Change Address to NJ Product Tax Rules

Change Address to PA Exempt Customer

Integrated Transactions Sales Order Processing (SOP): Quote Order Fulfillment/Order Invoice Return Back Order Receivables Management: Sales/Invoices Debit Memos Finance Charges Service/Repairs Warranty Credit Memo Returns

Contact us for a personal demonstration. info@vertexSMB Contact us for a personal demonstration. info@vertexSMB.com 855-221-5885 Follow us on Twitter @VertexSMB