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Client Solutions News

New year…new capabilities

by Joelle Kesling, Director of Client Services

Happy 2023 everyone! I can’t believe another year has flown by so quickly!! As we begin 2023, and New Year’s resolutions abound, I want you to start thinking about day-to-day efficiencies and functionality in Accounting Master and Customer Master you might not be using. It’s so easy to “do things the way we’ve always done them…” hence, New Year’s resolutions…but we’ve had astounding success working with customers who want to take advantage of everything they can to make the day-to-day work easier.

Sometimes, using new functionality takes a matter of minutes to just set something up – something that can save hours each week (think templates, work flow, and stages). Sometimes the setup requires a little more effort – but the long-run savings are immeasurable. Our PiE (Partners in Efficiency) reviews are a great way to get an all-inclusive list of the things we see in your database that could help with time-savings, and we can also offer a few immediate quick-wins that take virtually no time at all to get set up and going!

Something else to think about as the new year rolls around is getting your customers to move to electronic statements. This will help in several areas, including no more “the bill got lost in the mail which is why my payment is late” excuses – which means you get your money quicker. Additionally, you save on postage – and this can be an enormous savings each month with the continued rising costs from the USPS. Many of our customers have shared with us they no longer offer paper statements to any new customers, which is an easy way to get more electronic statements being sent.

So – let’s make a New Year’s resolution together – you’ll give us a call, and we’ll help with efficiencies and time-savers!

Happy New Year!

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