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Free cpe webinars
Collections: Best Practices for Sage Intacct

COLLECTIONS: BEST PRACTICES FOR SAGE INTACCT

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 11, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Remote work is just one example of how using spreadsheets and manual email to collect slows down your cash flow. Automating your collections can keep cash flowing and help free up staff time to work with customers. Join our best practices workshop to learn the various ways Lockstep Collect can improve collections performance with Sage Intacct. You will get to see automation in action with the Lockstep Collect demo.

Learning Objectives:


  • Define what collections automation is

  • Recall benchmarks on efficiency improvements

  • Determine how to create an ROI for investment

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Matt Shanahan

Lockstep
Co-Founder, Chief Strategy Officer
mshanahan@lockstephq.com
(866) 903-1430

Lockstep

Matt Shanahan is a founder and the chief strategy officer for Lockstep. Lockstep connects the world’s accounting departments to help them work better together.  He is responsible for defining Lockstep’s go-to-market, including product, channel, and marketing. Matt has over 30 years of experience in the software industry and has held senior management positions at Globys, Azuqua, Scout Analytics, Documentum, and Accenture.

About Our Presenter

Lockstep
Today, accounting teams keep their books in sync with customers and vendors by manually transcribing paper, email, and PDFs into their accounting system. This manual transcription is slow and error-prone creating cash traps in receivables and cash leaks in payables. LockStep believes there is a better way to keep books up to date and cash flowing. Lockstep is transforming the current network of emails into a network of trusted connections between accounting systems. Lockstep makes accounting more accurate and timely, improves cash flow, and frees staff to focus on high-value activities.