The simplest way to automate your accounting process
The process includes registration, one time setup of customer accounts, importing invoices and providing online access to customers.
Use Settings > Application Settings screen to enable/disable various features of InLattice, setup user preference and banners, header images etc.
Customer viewing invoices:
For additional support, please contact us at support@inlattice.com
InLattice allows you to create NACHA file required for banks to process ACH transactions.
Create customer payment NACHA file
Post payments into QuickBooks with no data entry
Automatic debit notification through email
Provide payment history to Customer
The process includes registration, one time setup of customer accounts with bank information, importing invoices, creating NACHA file and providing online access to customers.The ACH/NACHA file created by InLattice, needs to be submitted by you, to your bank for further processing. Please contact your bank for more information on requirements for processing NACHA file.
Whenever new customers added to QuickBooks,
Use Settings > Application Settings screen to enable/disable various features of InLattice, setup user preference and banners, header images etc.
Pre-Approved customers
With Online Payment Authorization by Customer
Export Payments to QuickBooks. Invoices will be marked as paid
For additional support, please contact us at support@inlattice.com
The process includes registration, one time setup of vendor accounts, receiving vendor invoices and posting bills to QuickBooks.
Whenever new vendors added to QuickBooks,
If you receive a lot of invoices from Vendors, InLattice can save you quite a bit of time by automating the Bill creation process. As you use InLattice to Post bills from Vendor Invoices, InLattice will learn the mapping that you use from Invoice lines to Bill Lines. Subsequent bills created from same Vendor will be automatically mapped using the previously learned mapping. So, after creating a few bills, new bills can be posted just with a click of a button.
Here’s a quick ‘how to’ Guide
Vendor Creates an Invoice with Rose Plants, Porch Lighting and Patio Lighting as Line Items.
Create Bill – Once this Invoice is received, you will create a Bill, InLattice will automatically map the known items in the Invoice line to Bill Line. Notice that Rose Plants is already mapped however Porch Lighting and Patio Lighting is not mapped since this is the first Invoice from this Vendor using that item.
Mapping – You can double clicks on the unmapped Items and manually map them for this Invoice
After mapping, invoices are posted as bills.
Automatic Mapping – When vendor sends a new Invoice with same item
And you try to create the bill, the system automatically maps the Invoice lines to Bill Lines for Patio Lighting (in Invoice) to Lighting (in Bill).
The invoice can be posted as bills, with no data entry.
In summary,
Notes:
For additional support, please contact us at support@inlattice.com
InLattice allows you to create NACHA file required for banks to process ACH transactions.
The process includes registration, one time setup of vendor accounts with bank information, importing bill payments info from QuickBooks and creating NACHA file.The ACH/NACHA file created by InLattice, needs to be submitted by you, to your bank for further processing. Please contact your bank for more information on requirements for processing NACHA file.
Whenever new vendor added to QuickBooks,
Use Settings > Application Settings screen to enable/disable various features of InLattice, setup user preference and banners, header images etc.
Create > Bill Payments
Import > Bill Payments
Direct Deposit Email Notification
|
For additional support, please contact us at support@inlattice.com
InLattice allows you to create NACHA file required for banks to process ACH transactions
Create Employees payments NACHA file
Automatic Direct Deposit notification through email
Provide Online Access to payment details
Provide payment history to Employees
The process includes registration, one time setup of employee accounts with bank information, importing employee check payments info from QuickBooks and creating NACHA file.The ACH/NACHA file created by InLattice, needs to be submitted by you, to your bank for further processing. Please contact your bank for more information on requirements for processing NACHA file.
On click of “click here” your browser’s file download dialog box is brought up. When this box appears, choose “Ok”, and put the file somewhere on your computer where you can easily find it, such as on your desktop. This is the InLattice application file.
QuickBooks Web Connector file can also be downloaded from QuickBooks Interface screen after logging in.
The QuickBooks Web Connector window will appear with the InLattice application listed.
Note: If you change your password in the Inlattice, you will need to change it in the QuickBooks Web Connector window.
Password can be saved and no need of entering password every time when Web Connector is run.
Whenever new customers added to QuickBooks,
Use Settings > Application Settings screen to enable/disable various features of InLattice, setup user preference and banners, header images etc.
For additional support, please contact us at support@inlattice.com
The process includes registration, one time setup of customer accounts, importing invoices and providing online access to customers.
On click of “click here” your browser’s file download dialog box is brought up. When this box appears, choose “Ok”, and put the file somewhere on your computer where you can easily find it, such as on your desktop. This is the InLattice application file.
QuickBooks Web Connector file can also be downloaded from QuickBooks Interface screen after logging in.
The QuickBooks Web Connector window will appear with the InLattice application listed.
Note: If you change your password in the Inlattice, you will need to change it in the QuickBooks Web Connector window.
Password can be saved and no need of entering password every time when Web Connector is run.
Use Settings > Application Settings screen to enable/disable various features of InLattice, setup user preference and banners, header images etc.
Customer viewing invoices:
For additional support, please contact us at support@inlattice.com
InLattice allows you to create NACHA file required for banks to process ACH transactions.
Create customer payment NACHA file
Post payments into QuickBooks with no data entry
Automatic debit notification through email
Provide payment history to Customer
The process includes registration, one time setup of customer accounts with bank information, importing invoices, creating NACHA file and providing online access to customers.The ACH/NACHA file created by InLattice, needs to be submitted by you, to your bank for further processing. Please contact your bank for more information on requirements for processing NACHA file.
On click of “click here” your browser’s file download dialog box is brought up. When this box appears, choose “Ok”, and put the file somewhere on your computer where you can easily find it, such as on your desktop. This is the InLattice application file.
QuickBooks Web Connector file can also be downloaded from QuickBooks Interface screen after logging in.
The QuickBooks Web Connector window will appear with the InLattice application listed.
Note: If you change your password in the Inlattice, you will need to change it in the QuickBooks Web Connector window.
Password can be saved and no need of entering password every time when Web Connector is run.
Whenever new customers added to QuickBooks,
Use Settings > Application Settings screen to enable/disable various features of InLattice, setup user preference and banners, header images etc.
Pre-Approved customers
With Online Payment Authorization by Customer
Export Payments to QuickBooks. Invoices will be marked as paid
For additional support, please contact us at support@inlattice.com
The process includes registration, one time setup of vendor accounts, receiving vendor invoices and posting bills to QuickBooks.
On click of “click here” your browser’s file download dialog box is brought up. When this box appears, choose “Ok”, and put the file somewhere on your computer where you can easily find it, such as on your desktop. This is the InLattice application file.
QuickBooks Web Connector file can also be downloaded from QuickBooks Interface screen after logging in.
The QuickBooks Web Connector window will appear with the InLattice application listed.
Note: If you change your password in the Inlattice, you will need to change it in the QuickBooks Web Connector window.
Password can be saved and no need of entering password every time when Web Connector is run.
Whenever new vendors added to QuickBooks,
Use Settings > Application Settings screen to enable/disable various features of InLattice, setup user preference and banners, header images etc.
If you receive a lot of invoices from Vendors, InLattice can save you quite a bit of time by automating the Bill creation process. As you use InLattice to Post bills from Vendor Invoices, InLattice will learn the mapping that you use from Invoice lines to Bill Lines. Subsequent bills created from same Vendor will be automatically mapped using the previously learned mapping. So, after creating a few bills, new bills can be posted just with a click of a button.
Here’s a quick ‘how to’ Guide
Vendor Creates an Invoice – with Rose Plants, Patio Lighting and Porch Lighting as Line Items.
Create Bill – Once this Invoice is received, you will create a Bill, InLattice will automatically map the known items in the Invoice line to Bill Line. Notice that Rose Plants is already mapped however Porch Lighting and Patio Lighting is not mapped since this is the first Invoice from this Vendor using that item.
Mapping – You can double clicks on the unmapped Items and manually map them for this Invoice
After mapping, invoices are posted as bills.
Automatic Mapping – When vendor sends a new Invoice with same item
And you try to create the bill, the system automatically maps the Invoice lines to Bill Lines for Patio Lighting (in Invoice) to Lighting (in Bill).
The invoice can be posted as bills, with no data entry.
In summary,
Notes:
For additional support, please contact us at support@inlattice.com
InLattice allows you to create NACHA file required for banks to process ACH transactions.
The process includes registration, one time setup of vendor accounts with bank information, importing bill payments info from QuickBooks and creating NACHA file.The ACH/NACHA file created by InLattice, needs to be submitted by you, to your bank for further processing. Please contact your bank for more information on requirements for processing NACHA file.
On click of “click here” your browser’s file download dialog box is brought up. When this box appears, choose “Ok”, and put the file somewhere on your computer where you can easily find it, such as on your desktop. This is the InLattice application file.
QuickBooks Web Connector file can also be downloaded from QuickBooks Interface screen after logging in.
The QuickBooks Web Connector window will appear with the InLattice application listed.
Note: If you change your password in the Inlattice, you will need to change it in the QuickBooks Web Connector window.
Password can be saved and no need of entering password every time when Web Connector is run.
Whenever new vendors added to QuickBooks,
Use Settings > Application Settings screen to enable/disable various features of InLattice, setup user preference and banners, header images etc.
Create > Bill Payments
Import > Bill Payments
Direct Deposit Email Notification
|
For additional support, please contact us at support@inlattice.com
InLattice allows you to create NACHA file required for banks to process ACH transactions
Create Employees payments NACHA file
Automatic Direct Deposit notification through email
Provide Online Access to payment details
Provide payment history to Employees
The process includes registration, one time setup of employee accounts with bank information, importing employee check payments info from QuickBooks and creating NACHA file.The ACH/NACHA file created by InLattice, needs to be submitted by you, to your bank for further processing. Please contact your bank for more information on requirements for processing NACHA file.
On click of “click here” your browser’s file download dialog box is brought up. When this box appears, choose “Ok”, and put the file somewhere on your computer where you can easily find it, such as on your desktop. This is the InLattice application file.
QuickBooks Web Connector file can also be downloaded from QuickBooks Interface screen after logging in.
The QuickBooks Web Connector window will appear with the InLattice application listed.
Note: If you change your password in the Inlattice, you will need to change it in the QuickBooks Web Connector window.
Password can be saved and no need of entering password every time when Web Connector is run.
Whenever new customers added to QuickBooks,
Use Settings > Application Settings screen to enable/disable various features of InLattice, setup user preference and banners, header images etc.
Direct Deposit Email Notification
|
|
For additional support, please contact us at support@inlattice.com