Solomon User Group MeetingProgressive Solutions – 3rd

Party Applications

WELCOME!

Progressive System Solutions

Microsoft Gold Certified Partner based in Orlando Florida Served the Dynamics Community for 20 years Suite of 100 products developed for the Dynamics Family Products used by companies all over the US and abroad Products developed using the same tools as the

Dynamics Modules Accessed through the Dynamics menu Screens and functions similar to Dynamics including lookups Standard Dynamics Security (if you have the rights to the screen it

will allow you to run the process) Customization Manager Enabled Same Reporting Options

Progressive System Solutions

http://www.progsys.net/products.htm

Progressive System Solutions

Host period webinars illustrating the products.

Progressive System SolutionsHOLIDAY PROMOTIONStarting 11/1/11-12/31/11 

Purchase one of the following:

 

Fixed Assets

Loan Management

Investment Ledger

Credit/Purchase Card

Expense Reporter

Get one of the below for FREE 

 

Fixed Assets Service

Loan Application

Loan Escrow

AP Void Check Entry Plus

One Rainbow Search Module

One Eraser Module

File Attach

 

Payment for the purchase due on or before 12/31/11

Service plan purchase required for Free product

Can NOT be combined with any other offers

No substitutions for free products

Progressive System Solutions

Will be illustrating these two products today.

Progressive System Solutions

Void Check Entry Plus• Void a check• Or void check, process a

Credit Memo, and apply with Zero check all in one step

• Process one check at a time or load a list from Excel

AP Voucher Reverser • Reverse a voucher• Select a batch, Ref #, or

by vendor• Reversal is applied to

original voucher and applied with a zero check all in one step.

Progressive System Solutions

Credit/Purchase Card - Setup

• Setup bank format

• Setup mapping for import file

Credit/Purchase Card - Process

Mapping screen is used to map the Excel or .csv files from credit card vendors.

Unlimited number of credit cards. Download file from credit card vendor website. Select the file and the Credit Card Vendor. Edit the data in the grid to add additional information. Review results, report is available. Process.

Credit/Purchase Card - options

Direct processing: Vouchers will be created in A/P under the Credit Card Vendor only.

Indirect processing: 1st batch will be a voucher batch…Vouchers will be created for each line

in the import batch. 2nd batch is a Check Batch. A check, posted to the clearing account will

be created for each transaction.– This does not use up a check number in the normal checking account.– Vendor history is updated.– 1099 information is updated.

3rd batch is a voucher batch which enters a voucher for the credit card company.

– This posts to the clearing account to offset the entry posted for the check

Credit/Purchase Card - Example

Custom mapped format, just need to complete additional information.

DEMO

Thank you !

Intellitec Solutions

Reading, Wilmington, Washington DC

www.intellitecsolutions.com