“Our DSOs are down and we have beaten our collections targets for two quarters in a row. I attribute that to ramping up on Lockstep Collect and it’s automation.”
See how accounting departments are succeeding with Lockstep Collect.
How do I export data to Excel?
Review and download your data from your supplier with a single click. From your online statement screen, select the invoice and/ or records you would like to export and select “Export All” from the
Sage Network Customer Email FAQ
Q: Where are the e-mails sent from (address)? A: Sage Network uses a Sage-hosted email for outbound (one-way) communications, eliminating the need for you to have a dedicated accounts receivable email address. It is
How to Invite Your Customer to Sage Network
Inviting your customers to Sage Network Customer Accounts Portal in four easy steps. Login to Sage Network. Upon login, you will be taken to your home screen. If you haven’t sent any invites yet,
Where is my customer list?
From your “home screen,” you can select “View as Customer” to be taken to the invitation screen. Following the prompt to “view the portal,” you can select a customer from the provided list, use
Sage Network Update: September 2023
In the fast-paced world of accounting, efficiency and security are paramount. We understand the challenges you face daily, which is why we're thrilled to introduce new game-changing updates that will transform the
Navigating Sage Self Service Manager
The Sage Network portal manager serves as a centralized hub for monitoring customer and vendor interaction within Self Service, providing valuable insights into customer payment activities and usage patterns. With its user-friendly interface,
Skyrocketing Customer Satisfaction and Gaining a Competitive Edge
The Power of Self-Service Portals in Accounting In an increasingly digitized world of business, customer satisfaction and competitive advantage go hand in hand. This is particularly true in the accounting sector, where the
The Transformative Power of Customer Self-Service Portals in Accounting
In the ever-changing paradigm of modern accounting, customer self-service portals have emerged as a crucial tool, reshaping the way accounting teams function. The adoption of these portals marks a significant shift in traditional
The Essential Tool for Modern Accounting: A Customer Self-Service Portal
In the rapidly evolving landscape of financial services, more and more accounting teams are turning to customer self-service portals. These portals are not just beneficial, they're essential for modern accounting teams. Streamlined Processes
The Cost of Credit
The cost of NOT offering credit to customers is lost sales and the gross profit that would have been earned on the lost sales. Because nearly 60% of U.S.-based B2B sales are paid
Sage Network Update: August 2023
Supercharge Your Sage Network Experience! Designed to make your tasks more efficient and streamlined, you will find the latest enhancements to Sage Network outlined below. Explore how these enhancements will transform your accounting
Setting Customer Credit Limits
Credit limits are an essential tool for managing credit risk and protecting your company’s cash flow. Orders in excess of credit limits are automatically placed on hold for credit review. If credit limits
Calculate Customer Credit Risk
Customer credit risk has become a major concern for businesses today. Companies that were financially sound for decades, are seeing struggles in today’s economy. Calculating and monitoring customer credit risk is essential to
Business Credit Scoring Strategies and Best Practices
Credit scoring can be a useful and efficient tool for assessing business credit risk. There are several business credit scoring strategies that you can use. Here are some things that you should consider
