Sage Inbox: The Free AR and AP Super Tool for Sage Intacct
In the bustling heart of every business lies its financial mechanisms – processes that ensure smooth cash flow and robust financial health. Chief among these is Accounts Receivable (AR), an area often fraught with manual tasks, delayed responses, and the occasional oversight. Enter the transformative powers of the FREE Sage Inbox and AR Automation.
Sage Inbox:The Shared Inbox for Sage Intacct
Sage Inbox (formally known as Lockstep Inbox) is a FREE shared inbox designed to create a collaborative workspace for accounting teams. It serves as a centralized location to work together, manage shared activities, and communicate directly with customers and vendors.
With Sage Inbox, emails and documents are automatically organized by the subject and issue for specific vendors, customers, and transactions, resulting in a more efficient workflow. It integrates seamlessly with Sage Intacct, and allows for communications to be automatically composed and addressed, which saves a significant amount of time when working with customers and vendors.
Key Benefits of Sage Inbox for your Organization Include:
Shared Team Workspace
Maximize your team’s impact with assignments that divvy up the work.
Intuitive Workflow
Ensure nothing falls through the cracks with powerful, zero-admin workflow that tracks your open, follow-up, and scheduled activities.
Email Templates
Save time by communicating with vendors and customers in one click with email templates that auto-fill based on your accounting data.
Improved Efficiency and Enhanced Visibility
Self Service makes it faster and easier to work with your customer and vendors, giving customers and vendors access to invoices, financial records, and to make payments online.
Customer & Vendor History
Respond quickly with a searchable history of all AR and AP communications, contacts, documents, and transactions.
Sage AR Automation
With award-winning Sage AR Automation, you can collect more cash with less effort and dramatically reduce your DSO and increase working capital. Sage AR Automation provides automated customer communications, customer self-service, and collections activity management that makes your bank balance bigger.
Outlook and Excel aren’t designed to improve AR collections productivity. Outlook and Excel means manual communications and data entry. That means you don’t have the necessary automation, customer self-service, or visibility to improve your AR operations. Key benefits of Sage AR Automation include:
Automating communications: Engage your customers across their preferred channels and set automated reminders as invoices become due.
Provide customer self-service: Provide convenient options for customers through built-in escalation management and convenience online payment options.
Manage activity: Automate administrative tasks and reporting to focus your team on top priorities with next best activity and goal management.
Apply cash: Process more payments, reduce unapplied cash, and free-up customer credit lines to keep orders, sales, and cash flowing.
Forecast and report: Provide key stakeholders with visibility into cash flow and DSO with custom reports and automated distribution.
Conclusion
Leveraging the capabilities of Sage AR Automation and Sage Inbox, businesses can achieve a transformative overhaul in their financial operations and communication workflows. Sage Inbox optimizes email and document management by auto-categorizing correspondence based on subjects, vendors, and transactions, thereby enhancing workflow efficiency. Its tight integration with Sage Intacct further allows automated communication composition, leading to notable time savings when engaging with customers and vendors.
Complementing this, Sage AR Automation not only facilitates a significant uptick in working capital by reducing DSO but also streamlines collections through automated communications and self-service platforms, ensuring a healthier bank balance.
