Revised (07/17) KeyNavigator. Quick Start Guide
|
|
- James Heath
- 5 years ago
- Views:
Transcription
1 Revised (07/17) KeyNavigator Quick Start Guide
2 KeyNavigator Copyright 2017 by KeyBank N.A. All rights reserved. Reproduction of any part of this work beyond that permitted by Section 107 or 108 of the 1976 United States Copyright Act without the permission of the copyright owner (KeyBank) is unlawful. This publication is designed to provide accurate information about the subject matter covered. Please be aware that changes to the information may occur after the publication date. This document is designed to provide general information only and is not legal advice. If legal advice or other expert assistance is required, the services of a competent professional should be sought. KeyBank (Key) does not make warranties regarding the results obtained from the use of this information.
3 KeyNavigator Table of Contents Page 1. Introduction to KeyNavigator 4 2. Dashboard 2.1 Main Navigation QuickLinks Personalize Your Dashboard Views 7 3. KeyNavigator Site Map 12 3
4 1. Introduction to KeyNavigator KeyNavigator Welcome to KeyNavigator! Our new and improved commercial digital banking platform was built upon all the services and information previously available in Key Total Treasury. With engaging new features, KeyNavigator is designed to help clients run their business better every day by providing digital resources to: pay, collect, protect and stay informed in new and innovative ways. 4
5 KeyNavigator 2. KeyNavigator Dashboard 2.1 Main Navigation KeyNavigator s Main Navigation is organized by Categories and includes: Reporting & Research Image Research Center Information Reporting Payables Account Reconcilement ACH ACH Direct Foreign Drafts Fraud Services Loan Management Transaction Services Wires Receivables Deposit Concentration Lockbox Card Services Key2Benefits Key2Payroll Key2Prepaid File Services File Transfer Specialized Services Financial Institutions Key Accounts Manager Key2FX WIC 5
6 2.2 QuickLinks KeyNavigator QuickLinks allow users to place up to 5 direct links to their most commonly used products or tasks on their KeyNavigator Dashboard; minimizing clicks and streamlining navigation. In addition to shortcuts to tasks, reports, and services, products including Key2Purchase, Key Total Invoice & Pay, and Key Consolidated Payables are accessed via QuickLinks. 6
7 2.3 Personalize Your Dashboard Views KeyNavigator The KeyNavigator Dashboard is a customizable tool designed to help you manage your most important and common business tasks. Dashboard views can be configured and allow you the ability to quickly consume information, take action such as approve payments and visualize account information. Dashboard Views Catalog: Previous Day Accounts Balances Intraday Account Balances Intraday CDA Presentment Items to Approve Payables Receivables Liquidity Stop Payment Entry Stop Payment List *Please be aware that you may not see all 9 views. Your catalog only includes the views available to you based on your access rights. 7
8 KeyNavigator Customize your Dashboard by dragging and dropping any of the available views from your catalog to the tab area. Reorder your views by dragging the tabs at the left up or down using the 8
9 KeyNavigator Remove a view from the tabs at the left by clicking the back in your catalog. which will place it Customize a view by clicking on the in the upper right hand corner. From here, you can select accounts to display, create account groups, and customize features within that specific View. 9
10 4. KeyNavigator Site Map KeyNavigator KeyNavigator Site Map Reporting & Research Image Research Center Information Reporting Payables Account Reconcilement ACH ACH Direct Foreign Drafts Fraud Services Loan management Transaction Services Wires Receivables Deposit Concentration Lockbox File Services File Transfer Key Consolidated Payables Card Services Key Merchant Services Key2Benefits Key2Payroll Key2Prepaid Key2Purchase Specialized Services APTEXX Cash Vault Currency and Coin Order File Translator Financial Institutions Foreign Currency Exchange Foreign Exchange Web/Key2FX Key Accounts Manager KeyTotal Invoice and Pay WIC Support Contact Us Online Help Administration Self Service User Options Reporting & Research > Image Research Center Reporting & Research > Information Reporting Payables > Account Reconcilement>ARP Reports, Check Issue Maintenance, Check Issue History Payables > ACH Payables > ACH Direct Payables > Foreign Drafts Payables > Fraud Services>Positive Pay, Payment Protection Payables > Loan Management Payables > Transaction Services>Stop Payment, Book Transfer, Variable Maturity Deposit- Withdrawal Request Payables > Wires Receivables > Deposit Concentration Receivables > Lockbox File Services > File Transfer QuickLinks > File Services > Key Consolidated Payables QuickLinks > Card Services > Client Line -or- Merchant Connect Card Services > Key2Benefits Card Services > Key2Payroll Card Services > Key2Prepaid QuickLinks > Card Services > Key2Purchase QuickLinks > Specialized Services > APTEXX QuickLinks > Specialized Services > Cash Vault Currency & Coin Order QuickLinks > Specialized Services > File Translator Specialized Services > Financial Institutions QuickLinks > Specialized Services > Foreign Currency Exchange Specialized Services > Key2FX Specialized Services > Key Accounts Manager QuickLinks > Specialized Services > KeyTotal Invoice and Pay Specialized Services > WIC Support > Contact Us Support > Online Help Administration > Self Service Administration > User Options 10
SANTANDER TREASURY LINK Built for the way you do business
SANTANDER TREASURY LINK Built for the way you do business Introducing SANTANDER TREASURY LINK As part of our investment in products and services that help our clients efficiently achieve their goals, we
More informationIntroducing an easier way to manage your business
Introducing an easier way to manage your business With our suite of easy-to-use treasury solutions, you can manage your payments and receipts, help protect against transactional fraud and receive robust
More informationSANTANDER TREASURY LINK TRANSITION GUIDE
SANTANDER TREASURY LINK TRANSITION GUIDE Introduction Introducing Santander Treasury Link for Online Banking A new experience ahead We are pleased to introduce you to Santander Treasury Link and look forward
More informationTreasury Management Guide
Treasury Management Guide Preparing your business for success You will continue to receive a high level of customer service from a team of experts committed to helping you meet your financial goals no
More informationIntroduction to ASP s new mobile friendly digital platform. (c) Automotive Service Products, Inc.
Introduction to ASP s new mobile friendly digital platform Welcome to ASP Connect WE LISTENED TO YOU... AND CREATED A WEB PORTAL THAT: PROVIDES SEVERAL FEATURES NOT OTHERWISE AVAILABLE: Estimated Ship
More informationSage MAS 90 and 200 Product Update 2 Delivers Added Value!
Sage MAS 90 and 200 Product Update 2 Delivers Added Value! The second Sage MAS 90 and 200 4.4 Product Update 4.40.0.2 is available via a compact download from Sage Online. Delivering additional features
More informationWELCOME TO SANTANDER TREASURY LINK
WELCOME TO SANTANDER TREASURY LINK You are on your way to experiencing a customizable and central hub from which to effectively manage your company s finances. To ensure you have a positive first experience
More informationStreamline your collection cycle to improve working capital.
Treasury Management Receivables Solutions Streamline your collection cycle to improve working capital. Unlock working capital trapped in your balance sheet. Timely and efficient processing of receivables
More informationPaying Customers with CashFlow Complete.
Paying Customers with CashFlow Complete. Most small businesses struggle with the paper-intensive, manual and time-consuming processes for paying bills. CashFlow Complete will help you to streamline and
More informationProduct. Corillian Business Online Business Banking Solutions on the Industry s Leading Online Banking Platform
Product Corillian Business Online Business Banking Solutions on the Industry s Leading Online Banking Platform Product In light of the financial crisis exposing market uncertainty and increased competition,
More informationWelcome. Today we are going to review BBVA Compass net cash Mobile.
Welcome. Today we are going to review BBVA Compass net cash Mobile. Before we begin, if you have questions during this presentation, please type them in the chat, and we will reply. We will compile all
More informationCybersecurity from the Lens of Fraud Specialists New York Cash Exchange 2017
Cybersecurity from the Lens of Fraud Specialists New York Cash Exchange 2017 Presented by: Tammy Gedetsis, KeyBank Enterprise Commercial Payments Kasie Spence, Cedar Fair Entertainment Company Disclaimer
More informationAccounts Receivable Reference and Maintenance E-Docs: System Information
Accounts Receivable Reference and Maintenance E-Docs: System Information Table of Contents Overview... 1 Document Layout... 2 Edit System Information Tab... 3 Edit Object Codes Tab... 3 Edit University
More informationYou can easily view comparative data and drill through for transaction details.
analyzing financial and operational information (such as number of sales reps, occupancy rates or cycle time), giving you a very powerful business management tool that leverages your financial data. You
More informationAccounts Payable - Payments Payment Services February 3, 2011
Accounts Payable - Payments Payment Services February 3, 2011 2 Overview R12 Payment Manager Payment Process R11i Payment Process R12 Payment Process Payment Workbench Payment Templates Payment Reporting
More informationDrive Innovation in Capital Markets, Simplify Trading, and Reduce Cost
SAP Brief SAP for Banking SAP Capital Markets Trading by Calypso SAP Capital Markets Treasury by Calypso Objectives Drive Innovation in Capital Markets, Simplify Trading, and Reduce Cost Run Simple with
More informationModernizing the Payment Process Integrated Payables & SWIFT for Corporates
Modernizing the Payment Process Integrated Payables & SWIFT for Corporates Chad Wallace - VP Head of Payables & Intl Solutions September 22, 2015 Xuan Nguyen - VP Sr. Product Manager Today s Agenda Corporate
More informationX9 EXCEPTIONS MANAGER
X9 EXCEPTIONS MANAGER Working with the New Federal Reserve Bank Reg CC Time is Money X9 Exceptions Working with the New FRB Reg CC August 2017 Table of Contents Executive Summary... 1 Exception Processing
More informationADVERTISING AGENCY MORE EFFICIENTLY
RUN YOUR ADVERTISING AGENCY MORE EFFICIENTLY WITH NETSUITE Grab a seat and enjoy. Read Time: 10 minutes RUN YOUR ADVERTISING AGENCY MORE EFFICIENTLY WITH NETSUITE In advertising, it is very common for
More informationFinancial Management in Microsoft Dynamics 365 for Finance and Operations (MB6-895)
Financial Management in Microsoft Dynamics 365 for Finance and Operations (MB6-895) Set up and configure the core financial modules Define and configure the General ledger module. Define currency and exchange
More informationHOW INTEGRATED RECEIVABLES OVERCOMES THE FOUR BIGGEST CHALLENGES IN ORDER-TO-CASH
HOW INTEGRATED RECEIVABLES OVERCOMES THE FOUR BIGGEST CHALLENGES IN ORDER-TO-CASH EXECUTIVE SUMMARY Businesses are demanding more of their treasury departments. Treasury must become a strategic advisor,
More informationECMS Reservations and Payment
ECMS Reservations and Payment User Guide Last Revised: 08-21-18 ECMS Reservations and Payment - User Guide Table of Contents 1. Creating a Reservation for an Event... 3 2. Checking a Reservation using
More informationSupply Chain Diagnostic Concepts
Inventory/Raw Materials Objective: To control inventory levels while satisfying both internal and external customer requirements in a timely manner. To correctly meet any regulatory, industry and technical
More informationKeep Moving Forward. How to Accelerate Your Electronic Payables Momentum. UMACHA Navigating Payments October 8, 2014
Keep Moving Forward How to Accelerate Your Electronic Payables Momentum UMACHA Navigating Payments October 8, 2014 Peter Zakrajsheck Payables Product Manager Greg Rettinger, Vice President Global Treasury
More informationWhy Businesses Love Payables Lockbox
Why Businesses Love Payables Lockbox (And Yours Should, Too!) A whitepaper examining how businesses can streamline accounts payable processing, reduce payment processing time, and lower accounts payable
More informationWelcome to the procurement process topic.
Welcome to the procurement process topic. 1 In this session, we will look at an overview of the procurement process. At the end, you will be able list the steps in the procurement process and purchase
More information1 About Deskera ERP 9. 2 Getting Started with Deskera ERP 10
Table of Contents 1 About Deskera ERP 9 2 Getting Started with Deskera ERP 10 2.1 Basic Settings 11 2.1.1 Create Users 12 2.1.2 Manage Application Access 13 2.1.3 Configure Company Settings 14 2.1.4 Import
More informationSAP Product Brief SAP SME Solutions SAP Business One
SAP Product Brief SAP SME s SAP Business One Objectives Integrated, comprehensive financial management Integrated, comprehensive financial management As your small business or midsize company grows, so
More informationSave time tracking all your financial transactions
We provide a complete One Stop Solution to All your Accounting, HRM and Sales System Requirements. We have dedicated Professional and Consultants working for us. We provide Affordable and Focused Solutions.
More informationRDC as a Receivables Platform
RDC as a Receivables Platform September 28, 2012 Blaine Carnprobst Managing Director, Receivables BNY Mellon Sam Golbach Senior Vice President WAUSAU Financial Systems Ed McLaughlin RemoteDepositCapture.com
More informationQuicken is a personal financial management
Introducing Quicken Quicken is a personal financial management program that helps you control all areas of your finances. To use Quicken, you enter information about your bank accounts, credit cards, investments,
More informationOracle Commerce Cloud. What s New in the April Release
Oracle Commerce Cloud What s New in the April Release April 2016 TABLE OF CONTENTS REVISION HISTORY... 3 OVERVIEW... 4 Give Us Feedback... 4 RELEASE FEATURE SUMMARY... 5 PLATFORM & EXTENSIBILITY... 6 Return
More informationU.S. Bank Access Online
U.S. Bank Access Online Overview U.S. Bank Access Online provides organizations with real time access to their commercial card programs anywhere, anytime, within a secured environment. This powerful proprietary
More informationCity of Los Angeles Office of the Treasurer. Responses to Requests for Proposal. General Banking Services
City of Los Angeles Office of the Treasurer Responses to Requests for Proposal General Banking Services On February 13, 2008, the City of Los Angeles held a Request for Proposal (RFP) Pre- Proposal Conference,
More informationChapter 1: General Ledger Setup 1-1
Table of Contents Introduction 0-1 Welcome... 0-1 Microsoft Dynamics Courseware Contents... 0-2 Documentation Conventions... 0-3 Student Objectives... 0-4 Chapter 1: General Ledger Setup 1-1 Objectives...
More informationLesson 1 Getting Started
Q U IC K BOOKS 2016 STUDEN T GUIDE Lesson 1 Getting Started Copyright Copyright 2016 Intuit, Inc. All rights reserved. Intuit, Inc. 5100 Spectrum Way Mississauga, ON. L4W 5S2 Trademarks 2016 Intuit Inc.
More informationLesson 1 Getting Started
Q U IC K BOOKS 2017 STUDEN T GUIDE Lesson 1 Getting Started Copyright Copyright 2017 Intuit, Inc. All rights reserved. Intuit, Inc. 5100 Spectrum Way Mississauga, ON. L4W 5S2 Trademarks 2017 Intuit Inc.
More informationSolutions. Cash & Logistics Intelligent and Integrated Solutions to Optimize Currency Levels, Reduce Expenses and Improve Control
Solutions Cash & Logistics Intelligent and Integrated Solutions to Optimize Currency Levels, Reduce Expenses and Improve Control Solutions The financial services industry faces a number of new challenges
More informationQUICKBOOKS 2018 STUDENT GUIDE. Lesson 1. Getting Started
QUICKBOOKS 2018 STUDENT GUIDE Lesson 1 Getting Started Copyright Copyright 2018 Intuit, Inc. All rights reserved. Intuit, Inc. 5100 Spectrum Way Mississauga, ON. L4W 5S2 Trademarks 2018 Intuit Inc. All
More informationGroup Client Payments on MCO
Group Client Payments on MCO Accounting for Client Payments charged on an MCO can be very time consuming and challenging. If it is absolutely necessary to handle Client Payments this way, this document
More informationFinance Shared Services in Oracle E-Business Suite Release 12. An Oracle White Paper April 2008
Finance Shared Services in Oracle E-Business Suite Release 12 An Oracle White Paper April 2008 Finance Shared Services in Oracle E-Business Suite Release 12 A common characteristic of leading finance organizations
More informationRDC on Steroids: Integrated Receivables Roundtable
RDC on Steroids: Integrated Receivables Roundtable Bob Meara, Celent Jason Olson, Wausau Financial Ed McLaughlin, Riverstone Partners November 6, 2015 Be sure to tweet about the #RDCSummit and mention
More informationGetting Started. QuickBooks Online. Quick tips to get you up and running. Create and manage invoices Track expenses See how you re doing
Getting Started QuickBooks Online Quick tips to get you up and running Create and manage invoices Track expenses See how you re doing See inside to learn how you can get the most out of QuickBooks Online
More informationLesson 1 Getting Started
Q U IC K BOOKS 2017 STUDEN T GUIDE Lesson 1 Getting Started Copyright Copyright 2017 Intuit, Inc. All rights reserved. Intuit, Inc. 5100 Spectrum Way Mississauga, ON. L4W 5S2 Trademarks 2017 Intuit Inc.
More informationPrepayment Receipt Creation Setup and process steps
2012 Prepayment Receipt Creation Setup and process steps The required setups to be able to create a prepayment receipt for customer from order management. Mohammad Fawzy Oracle Application Express 1/1/2012
More informationWelcome! Online Banking Enhancement Guide
Welcome! Online Banking Enhancement Guide Welcome to our New and Improved www.progressivebank.com! We have worked to redesign both our website and Online Banking system with your expectations and convenience
More informationVI-47 Streamline Accounts Payable with Vision. Deb Eastberg Senior Consultant SilverEdge Software Systems, Inc.
VI-47 Streamline Accounts Payable with Vision Deb Eastberg Senior Consultant SilverEdge Software Systems, Inc. Focus on 3 areas to save you time Credit Card transactions AP Voucher Approvals EFT Payments
More informationPayables Management. 2 nd Edition. Steven M. Bragg
Payables Management 2 nd Edition Steven M. Bragg Chapter 1 Overview of Payables... 1 Learning Objectives... 1 Introduction... 1 Transaction Cycles... 1 Organizational Structure of the Accounting Department...
More informationBANK ESSENTIAL Accelerate Your Business. People. Expertise. Integrity
BANK ESSENTIAL Accelerate Your Business People. Expertise. Integrity Our Banking Solutions are developed to deliver high performance and exceptional operational efficiency Banking Solutions 2013 www.centegytechnologies.com
More informationA WORLD OF FINTECH SOLUTIONS AT YOUR FINGERTIPS. That s the power of AlphaCommerceHub
A WORLD OF FINTECH SOLUTIONS AT YOUR FINGERTIPS That s the power of AlphaCommerceHub ONE ACCESS POINT, INFINITE INTEGRATIONS VENDOR MANAGEMENT MADE SIMPLE CUSTOMISABLE SOLUTIONS CONSOLIDATED REPORTS FOR
More informationManaging Customer and Partner Accounts with QuickBooks
Managing Customer and Partner Accounts with QuickBooks These instructions guide you through the procedures for setting up and managing customer and partner accounts using QuickBooks accounting software.
More informationCertify User Guide INVOICE REPORTS
Certify User Guide INVOICE REPORTS Copyright 2018 All Rights Reserved This version is current as of July 1, 2018 For continuously updated instructions, please visit our Help Center within the Certify Support
More informationRECEIVABLES360 INTEGRATED RECEIVABLES FOR CORPORATIONS
INTEGRATED RECEIVABLES FOR CORPORATIONS ACCELERATE WORKING CAPITAL AND BETTER MANAGE LIQUIDITY WITH STRAIGHT-THROUGH PROCESSING ACROSS ALL PAYMENT CHANNELS. PAYMENT AGGREGATION EPBB Internet Cash PAYMENT
More informationMANNATECH PAY IS HERE
MANNATECH PAY IS HERE Introducing Mannatech Pay, a new commission payout service from Mannatech that enables Associates to receive their commissions quickly and easily across multiple countries worldwide
More informationSAP Consolidated Payables Link
SAP Custom Development SAP Consolidated Payables Link CUSTOMER Document Version: 100 SAP Consolidated Payables Link 100 1 Copyright Copyright 2013 SAP AG. All rights reserved. SAP Library
More informationRECEIVABLES360 INTEGRATED RECEIVABLES FOR CORPORATIONS
INTEGRATED RECEIVABLES FOR CORPORATIONS ACCELERATE WORKING CAPITAL AND BETTER MANAGE LIQUIDITY WITH STRAIGHT-THROUGH PROCESSING ACROSS ALL PAYMENT CHANNELS. PAYMENT AGGREGATION EPBB Internet Cash PAYMENT
More informationMunis Purchase Card Processing
Munis Purchase Card Processing Procedural Documentation For more information, visit www.tylertech.com. Purchase Card Statement Processing Objective This document illustrates the steps taken to process
More informationUniversal Payment Gateway (UPG)
Universal Payment Gateway () We offer two models: Direct Model All payments are made from your bank account and collections are settled directly into your bank account. Aggregation Model All payments are
More informationYou ve Got Money! Achieving Efficiencies in A/R Posting
You ve Got Money! Achieving Efficiencies in A/R Posting New York Cash Exchange Conference May 31, 2017 11:00am New York, NY Cathy Burnett, Director of Accounts Receivable MSC Industrial Direct W. Dustin
More informationQuickBooks 2011 What's New and Improved
QuickBooks 2011 What's New and Improved By Laura Madeira www.quick-training.com A brief review of the new and improved features and tools available for QuickBooks Pro 2011, QuickBooks Premier 2011, QuickBooks
More informationJuly This Sage product roadmap should be used as a product direction guideline only, and is subject to change at any time without notice.
1 2 7% 51% Others 15% 4% Intuit 10% SAP 10% Microsoft 10% Oracle Business Management Solutions are our Core Business 14,500 Employees Worldwide 5.7M Customers Worldwide 2.9M Customers North America 40,000
More informationWeb Site Messaging Examples
CPA.com Workshop Tools Web Site Messaging Examples This document has not been approved, disapproved or otherwise acted upon by any senior technical committees of, and does not represent contributing authors
More informationGIVING YOUR BUSINESS AN EDGE
GIVING YOUR BUSINESS AN EDGE Expand your business with new connections and informed cash flow decisions WU EDGE PLATFORM The challenge of a growing global marketplace In an increasingly globalized economy
More informationGetting Started. QuickBooks Online. Quick tips to get you up and running. Create and manage invoices Track expenses See how you re doing
Getting Started QuickBooks Online Quick tips to get you up and running Create and manage invoices Track expenses See how you re doing See inside to learn how you can get the most out of QuickBooks Online
More informationProduct Frontier Reconciliation
Product Frontier Reconciliation Mitigate Risk, Improve Operational Efficiency and Enable Regulatory Compliance Product Frontier Reconciliation from Fiserv takes an enterprise approach to reconciliation
More informationMICROSOFT DYNAMICS GP. Product Capabilities and Business Ready Licensing Module Guide. Solutions
MICROSOFT DYNAMICS GP Product Capabilities and Business Ready Licensing Module Guide Solutions Become a Dynamic Business with Microsoft Dynamics GP For more than 25 years, Microsoft Dynamics GP has delivered
More informationElectronic Payments & Statements (EPS) Frequently Asked Questions (FAQs)
Electronic Payments & Statements (EPS) Frequently Asked Questions (FAQs) Note: EPS features contained within these FAQs may not be applicable to all Payers. General Questions 1. What is Electronic Payments
More informationPay. Get Paid. Grow. Intro Home Page
How to Get Paid with CashFlow Complete. Many small businesses struggle with invoicing and collecting payments from their customers. It can be a manual and time-consuming process. And as the saying goes,
More informationQUICKBOOKS 2018 STUDENT GUIDE. Lesson 14. Multicurrency in QuickBooks
QUICKBOOKS 2018 STUDENT GUIDE Lesson 14 Multicurrency in QuickBooks Copyright Copyright 2018 Intuit, Inc. All rights reserved. Intuit, Inc. 5100 Spectrum Way Mississauga, ON. L4W 5S2 Trademarks 2018 Intuit
More informationCredit Card Invoices and Purchase Transfers
Credit Card Invoices and Purchase Transfers There are two different types of transfers, Purchase Transfer and Invoice Transfer. However, the credit card vendor must first be identified as a Credit Card
More informationORACLE FUSION FINANCIALS
ORACLE FUSION FINANCIALS THE NEW STANDARD FOR FINANCE KEY FEATURES Innovative embedded multi-dimensional reporting platform Simultaneous accounting of multiple reporting requirements Role-based dashboards
More informationIBackOffice 7.3 Release Notes IBackOffice Global
IBackOffice 7.3 Release Notes IBackOffice Global New Features 1 Change Company 2 Security Groups 2 Explorer Views 3 Zoom in Report Parameters Window 3 Accounts Payable 3 Accounts Receivable 5 General Ledger
More informationPayables Lockbox Release Notes: Version
Table of Contents Release Notes: Version 2017.9... 2 Maintenance Window:... 2 What s New?... 2 Export Invoice Functionality Enhancement... 2 Default Payment Types Updates... 3 Invoice Approval Process
More informationSage PFW ERP. Version 5.9 Release Guide
Sage PFW ERP Version 5.9 Release Guide Welcome to Sage PFW ERP v. 5.9! Sage is proud to present you with Sage PFW ERP V5.9, the latest generation of our award-winning accounting and manufacturing software.
More informationTen Payment Fraud Protections
Ten Payment Fraud Protections 1. Payee Positive Pay a. Provided by banks b. Banks match check serial numbers and dollar amounts against a company provided list of checks issued and only pays those checks
More informationTECHLEADS IT FUSION FINANCIALS #44/A, 3 RD FLOOR, GEETHANJALI APARTMENTS, OPP. BAHAR CAFE SR NAGAR, HYDERABAD
TECHLEADS IT FUSION FINANCIALS #44/A, 3 RD FLOOR, GEETHANJALI APARTMENTS, OPP. BAHAR CAFE SR NAGAR, HYDERABAD FUNCTIONAL SETUP MANAGER OVERVIEW Getting Started in Oracle Fusion Applications Overview of
More informationService Center Best Practices for Complex Receivables
Service Center Best Practices for Complex Receivables Sarah Knapp Assistant Commissioner, NYC Department of Finance Nicole Toulis Sardo Director, Public Sector Market Management, Citibank, NA November
More informationREQUEST FOR PROPOSAL (RFP) Specification No C FOR Banking Services Proposals will not be opened and read publicly
Finance Department Purchasing Division REQUEST FOR PROPOSAL (RFP) Specification No. 12-10654-C FOR Banking Services Proposals will not be opened and read publicly ADDENDUM C September 7, 2012 Dear Proposer:
More informationOracle Financials Cloud
Oracle Financials Cloud Oracle Financials Cloud offers a broad suite of capabilities designed to empower modern finance and deliver customer success with streamlined processes, increased productivity and
More informationOracle PeopleSoft. Software Development & Education Center. Financials
Software Development & Education Center Oracle PeopleSoft Financials Address: B-125, Sector -2, Noida 201301, India Mob: 9810306956/8130778822/8130778881 Board: 0120-2540300/400 E-mail: info@multisoftsystems.com
More informationThe Future of ACH is Here
The Future of ACH is Here Using and Enhancing Same Day ACH Michael Herd SVP, ACH Network Administration NACHA The Electronic Payments Association Lawrence Pannell, Jr. Senior Consultant, Finance Office
More informationebusiness Client Help Guide
ebusiness Client Help Guide 2004 Information Technology, Inc. All rights reserved. Premier is a registered trademark of Information Technology, Inc. (ITI). This material is proprietary to and published
More informationPeopleSoft Treasury. Duration: 4 Days
Oracle University Contact Us: 1.800.529.0165 PeopleSoft Treasury Duration: 4 Days What you will learn In this PeopleSoft Treasury training, you ll learn about the fundamental components of a PeopleSoft
More informationNote: EPS features contained within these FAQs may not be applicable to all Payers.
Note: EPS features contained within these FAQs may not be applicable to all Payers. General Questi ons 1) Overall explanation of what Electronic Payments and Statements is? Electronic Payments and Statements
More informationPresentation 5. Landscaper Transactions & Reconciliations Educating Bookkeepers for Business, Inc.
Presentation 5 Landscaper Transactions & Reconciliations Chapter 1: Templates Edit: Preferences: Accounting Lists: Templates Templates: Select Template Type Lists: Templates: Basic Customization Lists:
More informationIRIS TM Digital Banking Platform
IRIS TM Digital Banking Platform Multiple Solutions in One Mobile Banking Online Banking Mobile Deposit INVEST IN A PLATFORM WITH RESPONSIVE DESIGN THAT IS BUILT TO ADAPT TO EVOLVING TECHNOLOGY IMPROVE
More informationIRIS TM Digital Banking Platform
IRIS TM Digital Banking Platform Multiple Solutions in One Mobile Banking Online Banking Mobile Deposit INVEST IN A PLATFORM WITH RESPONSIVE DESIGN THAT IS BUILT TO ADAPT TO EVOLVING TECHNOLOGY IMPROVE
More informationFact Sheet: Progressus Software Project Setup
Fact Sheet: Progressus Software Project Setup Project Setup Wizard Customizable Project Number Creation Pre-activities Activity Templates Flexible Project and Task Structure Customizable Dimensions Internal
More informationWHAT S NEW IN PASTEL EVOLUTION VERSION 6.60
WHAT S NEW IN PASTEL EVOLUTION VERSION 6.60 Softline Pastel s continuous investment in research and development ensures that you are kept up to date with the latest and most cutting-edge business management
More informationSIMMS. Accounts Payable Module Manual. Version 5.1. Kornyk Computer Solutions International Creekside Drive, Abbotsford, BC V2T 5J9
Kornyk Computer Solutions International 31157 Creekside Drive, Abbotsford, BC V2T 5J9 Tel: 604-504-7936 Fax: 604-504-7976 Website: www.kcsi.ca Email: sales@kcsi.ca SIMMS Inventory Management Software Accounts
More informationThe Changing Role of Treasury
The Changing Role of Treasury California Municipal Treasurers Association April 16, 2014 Kent Morris, MBA,CTP Chief Investment Officer City of San Diego Matt Cammer, CTP Director Bank of the West Overview
More informationNetSuite Customer Support Telephone Routing System
Resources E-Commerce Customization & Integration) Imports & related Dashboards, & related Dashboards, & related Dashboards, & related Dashboards, & related Dashboards, & related Dashboards, Flash: Based
More informationYardi Voyager Affordable Housing
Yardi Voyager Affordable Housing The industry-leading property and financial management system for affordable housing with real-time analytics designed for mid- to large-size companies. Key Benefits Features
More informationPentagon 2000 Software. Month End Closing Procedures. Version 8.0
PENTAGON2000 Software, Inc. QUICK REFERENCE GUIDE Pentagon 2000 Software Month End Closing Procedures Version 8.0 Pentagon 2000 Software, Inc. 15 West 34 th Street 5th Floor New York, NY 10001 Important:
More informationProducts. Commercial Banking Attract, Retain and Grow Profitable Business Relationships in a Highly Competitive Environment
Products Commercial Banking Attract, Retain and Grow Profitable Business Relationships in a Highly Competitive Environment Products Each year, U.S. financial institutions are devoting more of their IT
More informationSanjay Srinivas PH:
Microsoft Dynamics AX 2012 Training course Content [Financials I, II, and Fixed Assets] Financials I Financials I course introduces the student to the Microsoft Dynamics AX 2012 General Ledger Accounting
More informationEND-USER GUIDE. The Procure-to-Pay Process
END-USER GUIDE The Procure-to-Pay Process Version 1.1 June 30, 2016 Contents 1 The E-Procurement Process... 2 2 Creating Requests... 4 2.1 Shopping Catalogs... 4 2.2 Shop Off-Catalog... 7 2.3 Shopping
More informationCurriculum. Financials I in Microsoft Dynamics AX 2012 (Course 80219A) MS Dynamics AX 2012 Financials Instructor-led Online Training
Curriculum Financials I in Microsoft Dynamics AX 2012 (Course 80219A) General Ledger Setup Currency and Exchange Rate Setup Periods and Fiscal Year Setup Date Intervals Reason Codes Financial Dimensions
More informationGIVING YOUR BUSINESS AN EDGE
GIVING YOUR BUSINESS AN EDGE Expand your business with new connections and informed cash flow decisions moving money for better WU EDGE PLATFORM The challenge of a growing global marketplace In an increasingly
More informationORACLE FUSION FINANCIALS CLOUD SERVICE
ORACLE FUSION FINANCIALS CLOUD SERVICE THE NEW STANDARD FOR FINANCE KEY FEATURES Innovative embedded multi-dimensional reporting platform Simultaneous accounting of multiple reporting requirements Role-based
More information