Gaviti

FEBRUARY 20, 2023

It can also happen when a customer is credited with too much money, leading to an overpayment that is not deducted from their total outstanding balance. But if the amount is not applied to an invoice or deducted from their total outstanding balance, this can lead to a negative account balance in your books.

Credit and Collections 52

Credit and Collections Deductions Bad Debt Payment Portals 52

Fundera

MARCH 22, 2020

Paylocity also features a compliance dashboard to help you stay compliant and manage your taxes with Paylocity. Employee self-service dashboard. Both you and your employees will be able to login to the Paylocity dashboard to see their benefits elections and make changes during the appropriate times. HR forms and documents.

Dashboards 52

Dashboards Deductions Small Businesses 52

Emagia

JULY 3, 2023

Reason codes should be recorded and mapped to relevant ERP deduction codes for smooth processing. Download Case Study Utilize the system’s predictive capabilities to expedite the settlement of deductions in situations where remittance information is absent or unavailable, minimizing the need for manual involvement.

Automated Cash Application 52

Automated Cash Application Cash Applicator Days Sales Outstanding AR Automation 52

Fundera

MARCH 15, 2020

Give employees 24/7 access to their pay stubs, scheduled earnings and deductions, and more through the Paycom self-service app. Use Enhanced ACA from Paycom to view all of your ACA data in a single dashboard, learn about changes to the Affordable Care Act, and ensure that your business is up to date with compliance.

Deductions 52

Deductions Small Businesses Dashboards Credit and Collections 52

Fundera

MARCH 19, 2020

Run the entirety of the payroll process from setting up employees and their deductions to actually paying them. Give employees access to their pay stubs, earnings and deductions, and track time through the Paycom self-service app. Create, assign, and store HR documents and forms; set up tasks and workflows for onboarding.

Dashboards 58

Dashboards Deductions Small Businesses 58

Fundera

MARCH 10, 2020

Send employee offer letters and onboarding documents. Create custom employee handbooks and HR documents. Send employee offer letters and onboarding documents. Like Gusto, ADP offers a fairly intuitive dashboard that makes it easy to add this information and perform other essential payroll functions. PTO approvals.

Dashboards 52

Dashboards Small Businesses Deductions 52

Fundera

APRIL 17, 2019

You’ll then need to input all of your employees’ payroll information, including tax and benefits deductions and their personal bank account information if they elect for direct deposit. When you are finished setting up your account, you will be directed to your dashboard. Next you’ll arrange your payroll schedule. Running Payroll.

Dashboards 40

Dashboards Deductions Small Businesses 40

Fundera

APRIL 21, 2020

But first, let’s take a closer look at the pay stub document. Note that even though this document looks similar to a check, it indicates it’s a “Pay Stub Detail” document. To turn on QuickBooks Payroll, hover over “Workers” on the left-hand side of the dashboard screen, then click “Employees.”. Pay Stubs Explained.

Dashboards 52

Dashboards Deductions Default 52

Fundera

JANUARY 28, 2019

Here, you will provide some basic business information, arrange your payroll calendar, enter tax, earnings, benefits , deductions, and workers’ compensation information, and link your business bank account to the software. You will then enter their pay rate (hourly or salary) and earning and deduction types and amounts. Enhanced Plan.

Deductions 40

Deductions Credit and Collections Dashboards Small Businesses 40

Fundera

MARCH 14, 2019

Beyond processing payroll, OnPay also offers HR features to keep your employees organized and in the loop—for instance, employees can create their own employee profiles within the software, which they can then use to access all their tax documents, pay stubs, and other reference documents.

Brokerages 50

Brokerages Deductions Small Businesses Dashboards 50

Fundera

APRIL 22, 2019

Hubdoc: Best for Document Storage. Vendors can send you a digital invoice to a secure ‘@bill.com’ email address, or you can drag and drop invoices into your Bill.com dashboard. This app gives you the ability to send and track invoices, track mileage, calculate your Schedule C deductions, and see quarterly estimated taxes.

Small Businesses 92

Small Businesses Transactions Dashboards Deductions 92

Fundera

OCTOBER 20, 2019

Although this may seem like a daunting task—especially if you’ve never taken an accounting class—there are some basic accounting terms and documents that aren’t too difficult to learn. Your 4 Most Important Business Accounting Documents. Gross Revenue. Net Profit.

Small Businesses 101

Small Businesses Credit Scoring Credit and Collections Default 101

Fundera

SEPTEMBER 22, 2019

Here, you will provide some basic business information, arrange your payroll calendar, enter tax, earnings, benefits , deductions, and workers’ compensation information, and link your business bank account to the software. You will then enter their pay rate (hourly or salary) and earning and deduction types and amounts. Enhanced Plan.

Deductions 40

Deductions Dashboards Small Businesses Credit and Collections 40

Fundera

APRIL 2, 2019

When using Namely, your business can take care of essential human resources needs, like onboarding, creating an personnel database, and storing important employee documents. The platform stores employee data, documents, and gives you the ability to create specific roles and permissions to dictate who can see what information.

Dashboards 40

Dashboards Deductions Small Businesses 40

Fundera

JULY 9, 2020

Tax documents. Company documents. The dashboard is fairly easy to navigate,” Derek Perkins, CEO of Nozzle , told Fundera. . You’ll also get unified HR and payroll, meaning the data is automatically synced, taking care of deductions and any changes in pay. Employee management. Real-time data syncing. Contingent workers.

Dashboards 40

Dashboards Small Businesses Deductions 40

Fundera

NOVEMBER 17, 2018

If you’ve never taken an accounting class, this will provide a basic review of accounting terminology , documents, and accounting software options, as well as tips on when and how to bring in a professional. Your 4 Most Important Business Accounting Documents. Key Business Accounting Terms to Know. Gross Revenue. Net Profit.

Small Businesses 75

Small Businesses Credit Scoring Credit and Collections Default 75

Fundera

NOVEMBER 17, 2018

If you’ve never taken an accounting class, this will provide a basic review of accounting terminology , documents, and accounting software options, as well as tips on when and how to bring in a professional. Your 4 Most Important Business Accounting Documents. Key Business Accounting Terms to Know. Gross Revenue. Net Profit.

Small Businesses 75

Small Businesses Credit Scoring Credit and Collections Default 75

Fundera

APRIL 10, 2019

Plus, employees own their personal information on a dedicated online dashboard, which alleviates the burden on your end to manage data entry and management. Here’s what else you can expect from Big Fish payroll services: Tax Services. Big Fish has also partnered with affiliate companies that can provide your employees with pay cards.

Dashboards 40

Dashboards Credit and Collections Small Businesses Deductions 40

Fundera

MAY 5, 2020

As an employer, you can also run over 160 reports and dashboards to gather any payroll-related data for your business. You can also file all new-hire documents through the Paychex system, including W-4s, I-9s , and state withholding forms. Paychex Cost. Paychex does not list any specific pricing information on their website.

Small Businesses 40

Small Businesses Dashboards Credit and Collections Deductions 40

Fundera

APRIL 21, 2020

Order management: Through the Big Cartel dashboard, users can arrange to send confirmation emails to customers after a purchase, track orders, print shipping labels, and bulk export order history via a CSV file. Analytics : Via the dashboard, users can track order and visitor stats as well as conversion rate. ET, Monday through Friday.

Dashboards 40

Dashboards Credit Card Payments Credit and Collections Deductions 40

Fundera

MARCH 7, 2019

With payroll software , you can automate the most difficult aspects of payroll processing—such as payroll tax and paid time off calculations, retirement contributions, and benefits deductions—to ensure that you are compliant with all regulations. If you’re in the market for payroll software, one name you may have heard is PrimePay.

Deductions 40

Deductions Small Businesses Dashboards 40

Fundera

MAY 12, 2020

Depending on the information you provide, TriNet will automatically determine what each employee is owed this pay period, as well as any deductions. TriNet delivers e-paystubs to employees at the end of each pay period so they can see a breakdown of their paycheck, including tax and benefits deductions and retirement contributions.

Deductions 40

Deductions Small Businesses Dashboards 40

Fundera

FEBRUARY 18, 2019

The Zenefits dashboard gives you a concise, comprehensive way to access all of the vital HR details you need in one place. You can also store documentation regarding employees, paystubs, tax forms , and employment compliance requirements—all without having to hop between different platforms. Zenefits Reviews: The Details.

Small Businesses 45

Small Businesses Dashboards Deductions 45

Fundera

JUNE 5, 2019

In addition to running payroll from ADP’s centralized, digital dashboard, ADP will also automatically deduct your workers’ comp insurance every pay period, and automatically deposit your staff’s paychecks via check, direct deposit, or a pay card. . You can also access key HR documents and an employee handbook wizard.

Small Businesses 40

Small Businesses Dashboards Deductions 40

Fundera

MAY 8, 2020

And we mean it when we say comprehensive: As a TriNet client, you can have access to full-service payroll services , HR consulting, insurance and benefits administration, and expense management and time and attendance tools, all of which you and your employees can access from an app and online dashboard. .

Small Businesses 40

Small Businesses Dashboards Deductions 40

Fundera

FEBRUARY 14, 2019

Order management: Through the Big Cartel dashboard, users can arrange to send confirmation emails to customers after a purchase, track orders, print shipping labels, and bulk export order history via a CSV file. Analytics : Via the dashboard, users can track order and visitor stats as well as conversion rate. Paid Features.

Dashboards 40

Dashboards Transactions Deductions Small Businesses 40

Fundera

APRIL 12, 2019

For starters, your account will notify you either via email or a message on your dashboard when your next payroll period is approaching. You can also file all new-hire documents through the Paychex system, including W-4s, I-9s , and state withholding forms. To run payroll, select the “Begin” option under “Current Payroll.” HR Add-Ons.

Small Businesses 40

Small Businesses Credit and Collections Dashboards Deductions 40

Fundera

FEBRUARY 25, 2020

With your QuickBooks and POS integration, you’ll be able to understand your business’s profit margins and labor cost, create tax documentation, evaluate payroll taxes, track sales tax, and log mileage for tax deduction purposes, among other tasks. Types of QuickBooks Integrations. Direct Integration.

Transactions 52

Transactions Dashboards Deductions Small Businesses 52

Fundera

AUGUST 21, 2018

ADP has a user-friendly dashboard and interface. There are sometimes issues with this, and I have to manually print and mail documents. You can set up your payroll system with custom schedules, deductions, and payment types, too. On top of all of this, their customer support is five star.

Small Businesses 75

Small Businesses Deductions Accounting Firms Dashboards 75

Fundera

MAY 9, 2018

It’s a ridiculously simple idea, but it can revolutionize the way you work: Rather than toggling back and forth between hidden tabs and documents, you can clearly see and compare every window at once, which makes this a must-have business app for multitaskers. Annotate and share documents. Share and comment on files. Dropbox Paper.

Small Businesses 92

Small Businesses Dashboards Transactions Credit and Collections 92

Due

SEPTEMBER 4, 2023

Another exciting feature is the Deduction Finder, which uses intelligent algorithms to identify tax-saving deductions and credits tailored to each user’s unique tax situation. This robust tool makes it easy for users to monitor their cash flow, generate reports, issue invoices, and manage payroll seamlessly. No worries!

Credit Scoring 52

Credit Scoring Transactions Dashboards Brokerages 52