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Introducing Paperless Bill Management and Accounts Receivable Processing

Introducing Paperless Bill Management and Accounts Receivable Processing. Paperless Bill Management Starts Here…. You and your staff get a simple web-based interface for submitting bills and collaborating with your BMRG team…. Clear display of projected cash flow.

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Introducing Paperless Bill Management and Accounts Receivable Processing

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  1. IntroducingPaperless Bill Management and Accounts Receivable Processing

  2. Paperless Bill Management Starts Here… • You and your staff get a simple web-based interface for • submitting bills and collaborating with your BMRG team… Clear display of projected cash flow Route Bills to 1 or more approvers Schedule Payments Securely • Pay online with advanced fraud controls • Eliminate check printing and mailing • Synchronizes with Popular Accounting Software • Simplify document handling & storage • Enforce controls and audit-ability • Streamline end-to-end bill workflow Store financial documents, process and pay bills online!

  3. Why our clients love it • Get your bills to us quickly and say goodbye to courier fees! • Communicate more easily with us and members of your staff • Better control and involvement in the A/P process • Flexibility to designate who has access to make payments • No need to hunt through your Accounting Package for information • Anytime / anywhere access from any computer or mobile device • Unlimited document data storage • No more manual filing • Fraud Protection

  4. Step 1 -Send in your documents • Your account will have a dedicated email address and fax number for sending your documents to your account. No time for document scanning? Ask about the optional document scanning service! • Your staff that has access to Bill.com can upload documents directly from their computer • Your BMRG Accountant is automatically notified that bills have arrived and are ready for processing

  5. Step 2 –Review and Approve • From your email notification, access the Bill.com account to review the bill • Review the bill image, bill details and notes to approve the bill from your computer or mobile device • Enter notes or any changes when approving

  6. Step 3 –Schedule Bills for Payment • Flexibility to decide who manages the cash flow, you or your BMRG Accountant • Simply select bills to be paid and the desired payment method • Bills can be scheduled for payment in advance • Review notes from other users during the payment process • View images of the original bills

  7. Easy access to tasks and Projected Cash Flow Access all of your tasks from your personalized to-do list Real-time calendar view provides you insight into your projected cash flow

  8. Vendor Payment • Payments to vendors will be made with checks drawn on Bill.com’s bank account • Utilizes advanced check fraud controls • Eliminates check printing and mailing • Ties payment to the transaction • The check shows the invoice to be paid and the account number • The bottom 2/3rd of the check voucher shows a copy of the invoice to ensure payment is applied correctly

  9. End-To-End Transaction View • Anytime / anywhere access to what you need when you need it, making your life (and ours) easier • Bills • Contracts / Company Documents • Payment confirmations & cleared check images

  10. Have Visibility Using Audit Trail The audit trail feature provides you and our firm with detailed information on “who” did “what”“when” Permission based user roles allow you to determine what level of access you want others to have

  11. Bill.com Is The Perfect Solution For Your Business… Easy access to pay and approve with Bill.com Mobile • Paperless Office • Anywhere, Anytime Access • Works the same no matter where you bank • Simple and easy to use for you and your staff • Easily digitize and store any document • Allows for easy collaboration with your accounting firm • Automates workflow, payments and daily financial tasks • Maintains greater control over documents and bank accounts • Makes online bill payment simple and consistent • Streamlines access to financial information • Gets your information to our firm faster • Lets our firm service you remotely • Provides anytime, anywhere access • Decreases the paper madness

  12. Accounts Receivable made easy

  13. Getting paid just got easier • Create invoices manually or sync invoices from QuickBooks • Send and track invoices • Late payment reminders automatically sent • Get paid electronically from your customer

  14. Get Paid Faster • Manage invoicing • Make it easy to get paid • ePayment • Credit Card • Communicate with your customers

  15. A Branded Portal For Your Customers • Allows them to view and pay current invoices • Lets them see a history of all invoices received

  16. Works with Accounting Systems to Support Your Financial Reporting • Transactions appear as if entered directly into the accounting system • Maintains consistency • Enables sophisticated expense and cash management • Does not impact other accounting activities * Receivables syncs with QuickBooks Desktop Only

  17. For More Information, Please Contact… Jennifer Katrulya, CPA Founder & CEO T: (203) 791-0085 Email: jkatrulya@bmrg.net Website: www.bmrg.net

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