Connected Accounting
Resources.
Check out our resources to learn about the benefits of automation and how it can transform your finance department.
Browse our assets below!
Sage Network Updates: Enhanced User Interface, Connections, and More
Lockstep is now Sage Network! As you explore Inbox and Portal, you will notice a name change throughout the app. We’re excited to share the latest Sage Network features with you! Among the
DSO is more important than DPO
Businesses today have a strong tendency to favor Days Payable Outstanding (DPO) over their Days Sales Outstanding (DSO). While having a low DPO has many benefits for your business, such as improved relationships
Credit Risk Management: What You Need to Know
Credit risk management (CRM) is a process that is designed to help businesses identify and assess potential credit risks, as well as methods for mitigating or reducing those risks. This practice is especially
Inbox Enhances AR and AP Workflows
With a focus on matching accounting team workflows and expectations, we've made several enhancements to the way Inbox manages AR and AP Workflows. Among these are the inclusion of credit memos and third-party
What is an accounting workflow?
s As an accountant, you understand the importance of staying organized and efficient all year round. But what about your workflows? With such important day-to-day tasks to manage, a
Leveraging Automation for Credit Scoring
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 Updates and Improved Navigation
Dedicated to creating an enhanced user experience, combined with our desire to create easier workflows for accounting teams, we've made several enhancements to Lockstep Inbox in recent weeks. In addition to enhanced performance
Payments Now Enabled for Lockstep Self-Service
Lockstep Self-Service is an innovative platform that was designed to help accounting teams easily manage payments while also improving their customer experience. With the newly added Stripe and PayPal integrations, customers can access
Can QuickBooks Import CSV Files with Lockstep Inbox
As an accountant, you're always looking for ways to work smarter, not harder. QuickBooks is a great tool to help with that, and one of its features is the ability to export data
Can QuickBooks export to Excel with Lockstep Inbox
As an accountant, you're always looking for ways to work smarter, not harder. QuickBooks is a great tool to help with that, and one of its features is the ability to export data
QuickBooks Online Versus Excel: Improving your Accounting Data with Lockstep Inbox
When it comes to accounting, accuracy is key. And while QuickBooks Online is a great tool for managing finances, there are still some shortcomings when it comes to collecting and organizing data. This
Improve Your QuickBooks Online Experience with Lockstep
QuickBooks Online is a popular cloud-based accounting software that is widely used by small businesses to manage their finances. While it is a useful tool for basic bookkeeping and accounting tasks, it is
Why QuickBooks for Small Businesses works better with Lockstep Inbox
s If you're an accountant, you know that a big part of your job is staying on top of your company's finances. And if you're working with a small
QuickBooks Online and Lockstep Inbox: The Perfect Accounting Tools for Small Businesses
s If you're an accountant, you know that a big part of your job is staying on top of your company's finances. And if you're working with a small
