Appraisal Scope
There is a big bot in the small appraisal management world
Grow the business and volume not number of accounting staff
Features and Functions
Controlled Manual Workflow
The Integration can be semi-automated with error handling or exception management handled by an accountant. This enables us to pay attention to errors while automating correct transaction flow.
Automated Hourly/Minute Sync
If all the workflows have been addressed including exception management, then 100% automation can be achieved by scheduling the sync hourly, per minute or as it occurs.
Bills Sync
Importing Appraiser Vendor Bills into QuickBooks or from ValueTrac is possible. As well as ability to export payment advises against the bills that appraiser vendors sent. The level of detail for integration is customizable to achieve 100% automation or anything semi-automated.
Invoices Sync
Customer Invoices creation can be automated and there are flexible ways of doing it even to accommodate for customers with payment terms. Invoices can be created before or after the actual payment is received, to accommodate for pre-payment.
Payments Sync
Receive payments against existing customer invoices or as prepayment in QuickBooks from ValuTrac appraisal management system. Payment to invoice matching can be achieved regardless of what came first payment or invoice.
Products / Service Sync
Appraisal services from ValuTrac can be completely synced up with products in QuickBooks. This adds value to integration and our ability to deliver detailed transactions like bills, invoices, payments all include products/services detailed.
Cross Reference Workflow
This tool enables appraisal management companies to achieve any level of automation and data integrity. For example, vendor, customer, product name difference can be addressed with the use of cross reference tables. Error handling can be automated 100%
Hands On Guided Setup
When you sign up for QuickBooks Integration and Workflow automation with A1 Sync, an expert will be assigned to help you set up all the options and configuration settings to get the data to flow exactly as you desire.
Unlimited Phone Support
Every plan includes unlimited expert support by phone. Yes we have email and text available as well but if you need to speak to an expert, we have one standing by for your call.
Knowledgebase
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