Sample Business Scenarios Supported by InLattice


  • QuickBooks Vendor Portal:

    A professional firm was receiving invoices by fax, email from their sub contractors. Keeping track of invoices, getting it approved by manages and entering invoices to QuickBooks was taking a lot of staff time and the process was prone to errors. The firm has been using InLattice to receive vendor invoices on the web, with online approval process. Invoices are posted to QuickBooks as Bills.

  • Online ACH Payment Authorization and NACHA file creation:

    A Book keeping firm, that manages multiple Home Owners Associations accounts uses InLattice to send monthly invoices to property owners. Property owners can authorize payments online.NACHA file is created with a click of a button. Previously, the firm used to print and mail the invoices and receive check payments. The firm used to spend a lot of time with property owners to reconcile the accounts.

  • Create NACHA file to make vendor Direct Deposits:

    A real estate service company with multiple location uses InLattice to pay their vendors with Direct Deposits,
    based on payment data created in QuickBooks. InLattice is used to create NACHA file and send notifications to vendors.

  • Create NACHA file to make Employee Direct Deposits:

    A staffing company uses InLattice to pay their employees with Direct Deposits, based on checks created in QuickBooks. InLattice is used to create NACHA file and send notifications to employees about the direct deposits.

  • Web Based Invoicing:

    A computer part distributor uses InLattice to send invoices to customers. Instead of calling customers to verify
    that the invoice has been received, the distributor checks the invoice status online. InLattice has helped the
    distributor to receive customer payments ontime.

  • Web based Sales Order entry with QuickBooks Integration:

    A bookkeeper used to receive sales order data by fax everyday (some times twice a day) and used to key in that
    data to QuickBooks. We are working with the client to use InLattice to receive the data online and post it to QuickBooks.

  • Online Purchase Order Entry and Distribution:

    A manufacturer of was sending hand written Purchase Orders to their vendors, as the purchasing staff did not have access to QuickBooks. Later, these POs were entered into QuickBooks manually. We are working with the client to create POs online using QB Vendor List and Item list and distribute it electronically. POs are exported to QuickBooks with a click of a button.

  • Web based Invoicing with QuickBooks Integration:

    A medical instrument distributor was looking for a service that allows his service representatives to create invoices online, from the client site, using QuickBooks customer list and item list. We are working with this client to customize InLattice to allow his Service reps to create the invoice online. These invoices are imported to QuickBooks later.

  • Payment Voucher Distribution:

    A UK based firm was using BACS to process direct payments to vendors. Vendor payment vouchers were printed from QuickBooks and mailed to vendors. Now the firm uses InLattice to distribute over 100 payment vouchers with a click of a button.