When scaling your business, email no longer becomes the “best” or “easiest” tool to use. This is why sales departments use Salesforce to manage account status, notes and communications. This is why your
Your Accounting Inbox Needs a Workflow Overhaul: Part 4 Email was never designed as an accounting tool. Using email to manage the inflow of communications and documents to/from customers and vendors may make
If you're like most accounting teams, you probably spend a lot of time searching through your email for specific information. It can be frustrating when you can't find what you're looking for, especially
Email was never designed as an accounting tool. Using email to manage the inflow of communications and documents to/from customers and vendors may make sense on paper, but when managing multiple streams and
When you are just starting out, using email to manage the inflow of communications and documents to/from customers and vendors makes sense. You are building relationships and managing invoices with a personal touch.
In today's economy, it is essential to be able to allocate credit where it is needed most. This means that businesses need to have accurate and up-to-date information about their customers' creditworthiness. While
Lockstep® Inbox creates an shared inbox where accounting teams professionals can work better with customers and vendors - get start for free (add in link). Today, more than 90% of accounting professionals
With inflation discussions dominating the conversation today, it is more important than ever to decrease your days sales outstanding (DSO). This not only increases your cash flow but reduces the risk across your
While most accounting teams use Excel for their spreadsheet needs, a growing number of teams and organizations are moving to Google Sheets. At time where remote teams are ubiquitous, collaboration and cost (Google
Lockstep Inbox creates an online workspace so there’s one place for your accounting team to work together, manage shared activities, and directly connect with customers and vendors. Lockstep Inbox automatically organizes emails
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