PorterSoft Solutions... Manage Your Entire Business With a Simple Click | PorterSoft Solutions
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Accounting

Right arrow Loan Manager
  • Create New Loan
  • View Existing Loans
  • Right arrow Payables
  • Entering Bills
  • Paying Bills
  • Vendor Credit Accounts
  • Recurring Bills
  • Right arrow Receivables
  • Invoicing
  • Customer Payment Receipts
  • Customer Payment Receipts (Bulk)
  • Pending Invoice(s) to be Created
  • Customer Credit Accounts
  • Recurring Invoicing
  • Customer Statements
  • Process Customer CC/ACH Payment
  • View Recurring Statements
  • Recurring Customer CC/ACH Payments
  • Right arrow Banking
  • Reconcile...
  • Misc. Adjustments
  • Registers...
  • Transfer Funds
  • Deposit Funds
  • Deposit Slip Printing
  • Spend Cash
  • Spend Cash (Bulk)
  • Right arrow Expense Report Rules
  • Create Expense Report Rule
  • View Expense Report Rules
  • Right arrow Targets & Budgets
  • Create Target
  • View Targets
  • Create Budget
  • View Budgets
  • Right arrow Fixed Assets
  • Add / Edit Asset
  • Right arrow Period Closeouts
  • Accounting Period Closeouts
  • Right arrow Financial Reports
  • Financial Report Features
  • Balance Sheet
  • Right arrow Printing & Reports
  • Reporting Features
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    Paying Bills

    Make a Payment

    Pay many invoices at once.  Pay directly from Open, Past Due Payables.  With the Account ticker it is easy to see what your balance will be after all bills are paid. Vendor setup supports many remit to addresses.  Bill duplication makes easy for new bill entry.  Ability to partial pay and drill down into your payment history.
     
    Integrated Online Banking With Bill Pay
    PorterSoft Solutions has integrated online banking functionality for you to automatically download your transactions from your checking, savings or credit card accounts.  Our online banking portal services over 350 financial institutions.  This means less time spent entering transactions. To save you more time, downloaded statement details are automatically reconciled so that when it comes time for account reconciliation, you have fewer transactions to reconcile.  Another fantastic integrated feature is Online Bill Pay.  Save money on those checks by using online bill pay.  Your bills are paid directly from your checking account as if you were logged in to your online banking account.  All bills paid through PorterSoft Solutions will show on your Online Banking dashboard as if they were done from your banks online system.  The only requirements are that you have online banking setup with your bank and you have online bill setup with your bank (to use online bill pay)


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    Drill Down and Editing of Bill Item Details

    Drill down to line item details for reference and quick editing of GL account and bill information.  View customer related invoices if any attached.


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    Confirm Payments and Close Batch

    Payment confirmation screen allows for double checking before paying bills and also if any credits / discounts apply, they will be pulled in for editing if need be.  Closing batch requires password (if applicable) for extra level of security.  Credits are then posted to vendors` credit account.


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    Check Writing

    Item - GL Account Disbursement


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    Check Printing



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    If you have any questions about the software that we offer, please contact our team today!
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    Go Mobile...
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    Full Feature List...
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    Contact Us
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    Earn a Residual...
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    PorterSoft Solutions © 2017
    5408 Olden Porter Rd.    Pendleton SC, 29670    [email protected]
    Direct: 864.556.6962