The simplest way to automate your accounting process
InLattice now supports automatic creation of QuickBooks Customer Invoices and Vendor Bills by importing JobDiva reports.
If your company or your customers are using JobDiva’s MyTime to enter and submit timesheets and expenses, now you can use InLattce AP/AR Automation service to automate your Accounts Payable and Accounts Receivable process automation further.
InLattice new features allow you to:
InLattice – Accounts Payable, Accounts Receivable automation service for QuickBooks Desktop and QuickBooks Online has added a new feature to processes late fee invoices.
New features include:
• Option to automatically generate late payment email notifications, based on the settings
• Generate late payment fee invoice automatically based on due date. Late fee calculated as a percentage or fixed amount.
• Send late fee invoices to the customer
• Export late fee invoices to QuickBooks Desktop or QuickBooks Online.
Customer Testimonials – InLattice – Collections Solution *****
We have trouble collecting from Customers and we needed an automated system that made…
InLattice now supports multiple payment gateways/platforms for your customers to make online payments.
Do you use QuickBooks Online or QuickBooks Desktop and want to accept online credit card payments using industry standard platforms like Authorize.net, BluePay, Braintree Payments, PayPal or Stripe payments platform?
With InLattice, you can send the invoices created in QuickBooks to a customer, through an email link with a button to process online payments by any credit card. Payments can be automatically posted back to QuickBooks.
Payment gateways/platforms supported include the following:
Authorize.net https://www.authorize.net/
BluePay https://www.bluepay.com/
Braintree Payments
InLattice Features – Creating Employee Direct Deposits to multiple bank accounts with ACH/NACHA file using QuickBooks employee check data.
Inlattice new feature allows employee deposits to be split into multiple bank accounts either by percentage of total amount OR by allocating fixed amount to certain accounts.
Examples 1:
Split total deposit amount ($2,500) to be deposited by percentage:
Account 1 – 20% – $500
Account 2 – 30% – $750
Account 3 – 50% – $1,250
Examples 2:
Split total deposit amount ($3,000) to be deposited by fixed amount:
Account 1 – $500 – $500
Account 2 – $1,000 – $1,000
Account 3 – Remaining…
InLattice now allows you to receive invoices from vendor and create customer invoices with appropriate markup automatically.
You can predefine the rate you want to charge your customers – mark up by percentage or specific amount for each invoice item. For example, professional charge item can be marked up by 15% and Travel Charges can be billed to customers without markup.
This feature is very useful when the service provided to your customer is outsourced to your vendors.
If you are a Desktop or Online QuickBooks user, you can post the vendor invoice as Bills in QuickBooks…
We are happy to announce that we have added support for recurring invoices. With this capability, you will be able to create and send recurring invoices to your customers with a pre-defined frequency (Monthly/Weekly). Invoices can either be automatically sent or just created in your draft folder for you to review and send.
Special Pricing for Multiple InLattice Accounts for Bookkeepers, CPA Firms
Inlattice now offers a special pricing for Bookkeepers, CPA Firms with consolidated single monthly bill and big savings. Firms that require multiple InLattice accounts can avail this facility by contacting support@inlattice.com
Features of Special Pricing include:
Example:
Total charges per month to support 5 InLattice accounts with total 150 transactions.
Regular price $25 per account * 5 accounts = $125 per month.
Special Price $25 Silver…
InLattice Vendor Portal – Create Invoice Feature
While creating invoices, each vendor has their own way to name item names. For example, some may call an item Labor, other may call it Labor Charges, and someone else may call it professional charges.
InLattice clients have requested features to streamline this process. Now Inlattice clients can define their own Item Lists that all their vendor will use while creating invoices in InLattice. Vendors can make changes to Item Description, change the Price.
Here is an example where only four items like Labor, Materials.. are provides in create invoice screen:
InLattice Features – Create QuickBooks invoice on cloud and export it to QuickBooks Online or QuickBooks Desktop later.
In many instances, you want your staff to create customer invoices on the web, without providing them full online access to your QuicBooks file. For example, a service technician should be able to create a customer invoice immediately after his/her work, using the standard items, expense accounts set up in your QuickBooks. Also, you should be able to import these invoices into QuickBooks, without any data entry. You may want any supporting documents to be attached to invoice and add additional notes…
Although NACHA files are of standard format, different banks require slight variations in the file to accommodate their processing needs. Therefore, InLattice has built-in capabilities to generate file with appropriate variations. InLattice generated NACHA file is currently used by clients banking with a wide-variety of big and small banks/credit unions. Here’s quick sample (just for illustrative purposes).
