Brett - It's really dangerous for an outsider to offer significant analysis suggestions since I don't have important info. Nevertheless, "Nick Danger, 3rd Eye" will jump in ...
The customer should look hard at answering the question, "why does it seem none of these vendors address my situation?" One answer is, "Because sophisticated users don't have it."
1. Are they
really adjusting the vendor's sales tax amounts on the invoice? Who does this? If their customers were so presumptuous, what would they think? If the vendor is wrong, talk to them to resolve it -- after all, the vendor is actually
paying it! Because your customer thinks it knows the vendor's business better, they are creating accounting headaches for the vendor? There must be countless back-and-forth over mismatched statement balances over this. They should check with their CPA/Atty, but I think they don't have much if any liability if the vendor is miscalculating the tax owed.
2. I think it's a bit much for your customer to expect the vendor to know which part of JC the invoice applies. Again, if they want vendors to do this, it must be through an enforced PO process. Otherwise, the vendor has no realistic way. If your customer insists on extensive rules before entering, then they are a good candidate for Altec, which lets its users employ extensive customer workflow.
Altec readily says that companies starting with AP Automation are good prospects for their products if it also looks like will have further doc mgt needs. This customer's needs are a subset of that.
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Jerry Norman
At-Large BOD Member, 90 Minds
Smartbridge Partners
512.419.1444 x112
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Original Message:
Sent: 05-05-2021 16:11
From: Brett Zimmerman
Subject: A/P Automation, e.g. Beanworks, etc. - incl Job Cost data and A/P sales tax
Thanks for the responses, @Wayne Schulz and @Jerry Norman. Essentially I'm wondering if anyone has had to address A/P sales tax and/or Job Cost data for an A/P Automation solution. Our client is trying to implement something to help with their volume of manual A/P invoice entry. For the majority of invoices they have to determine the correct invoice-specific Tax Schedule (often different than Vendor's default Tax Sched), edit the Tax Amount relative to which lines are taxable/non-taxable, and specify the J/C data for the applicable lines and each G/L account.
Apparently Beanworks (BW) just doesn't allow for J/C data at all. And unlike Chrome River (the first solution considered which the client found on their own, but it resulted in too much manual intervention), it sounds like BW doesn't have a place to edit the data before bringing it into Sage 100, of which I'm a little surprised.
It appeared the client was expecting that more data on each invoice could be scanned, including handwritten data such as Job #, G/L account, etc.
Any thoughts on Concur? Does that have a scanning component?
Might have to go "back to formula" on this one.
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Brett Zimmerman
Net at Work
Greater Boston Area
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Original Message:
Sent: 04-29-2021 14:15
From: Wayne Schulz
Subject: A/P Automation, e.g. Beanworks, etc. - incl Job Cost data and A/P sales tax
I don't think Beanworks/AP Automation works with Job Cost
At least it didn't about 4 months ago when one of my other customers ( who uses JC ) had a demo
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Wayne Schulz - Schulz Consulting - 860-516-8990