Accolent ERP supports EDI (Electronic Data Interchange) between an Accolent ERP user (“Accolent user”) and its Trading Partners (“TPs”) in conjunction with a “VAN” (Value Added Network) such as SPS Commerce. The VAN’s function is to translate CSV files into/from EDI Forms and transport these between the parties. Accolent ERP is able to work with […]
Category: Receivables
Creating AR Payments from a CSV Import
Accolent ERP allows users to create a payment receipt by uploading a CSV file of payments made. This functionality is particularly useful for users that receive multiple payments from their customers in a single ACH or wire transfer. These payments are typically accompanied by a CSV remittance advice spreadsheet providing details of the invoices paid. […]
Deleting a Customer Deposit
Accolent ERP allows for the taking of payment in full when an order is placed (such as, for example, on an eCommerce order). In this case, the payment is recorded as a Customer Deposit until the order and its associated backorders are invoiced, and then the payment is applied against the Accounts Receivable created. The […]
Setting Up the Hosted Payment Page
Accolent ERP is integrated with Fiserv, one of the largest payment processors globally. By automatically processing Level 2 and Level 3 data, Fiserv optimizes interchange charges ensuring the lowest possible rate on every transaction. The payment acceptance will automatically be recorded in Accolent ERP. The Integration allows payment acceptance by credit card or ACH/eCheck. Payments […]
Self-Service Portal Overview
The Accolent ERP Self-Service Portal allows Customers’ employees (“End-Users”) to place orders, review the status of their orders, look up their prior transactions, review their Statements and pay invoices. This allows the Accolent user to deliver better service to its Customers with fewer sales and service personnel, increasing efficiency and reducing cost. The Self-Service Portal […]
Making Payments from the Self-Service Portal
The Accolent ERP Self-Service Portal allows Customers’ employees (“End-Users”) to place orders, review the status of their orders, look up their prior transactions, review their Statements and pay invoices. This allows the Accolent user to deliver better service to its Customers with fewer sales and service personnel, increasing efficiency and reducing cost. The Self-Service Portal […]
Integrated Payments: Saving and Deleting Credit Cards
Accolent ERP is integrated with Fiserv, one of the largest payment processors globally. By automatically processing Level 2 and Level 3 data, Fiserv optimizes interchange charges ensuring the lowest possible rate on every transaction. The payment acceptance will automatically be recorded in Accolent ERP. The integration allows payment acceptance by credit card or ACH/eCheck. Payments […]
Integrated Payments: Bolt Terminals
Accolent ERP is integrated with Fiserv, one of the largest payment processors globally. By automatically processing Level 2 and Level 3 data, Fiserv optimizes interchange charges ensuring the lowest possible rate on every transaction. The payment acceptance will automatically be recorded in Accolent ERP. The integration allows payment acceptance by credit card or ACH/eCheck to […]
Sending Forms with Transmittal Emails
Accolent ERP allows transaction forms to be sent by email to the addressees set up in the Email/Fax Defaults for each form. The transmittal emails can use either standard email templates or be created as free-hand emails. Standard email templates can be created for each form type using the system variables shown under the lookup […]
Integrated Payments: ACH/eCheck, Hosted Payment Page
Accolent ERP is integrated with Fiserv, one of the largest payment processors globally. By automatically processing Level 2 and Level 3 data, Fiserv optimizes interchange charges ensuring the lowest possible rate on every transaction. The payment acceptance will automatically be recorded in Accolent ERP. The integration allows payment acceptance by credit card or ACH/eCheck. Payments […]