IntroducingIntroducingPaperless Paperless

Bill Management and Bill Management and Accounts Receivable ProcessingAccounts Receivable Processing

Paperless Bill Management Starts Here…Paperless Bill Management Starts Here…Store financial documents, process and pay bills online!

You and your staff get a simple web-based interface for submitting bills and collaborating with your BMRG team…

Clear display of projected cash flow

Simplify document handling & storage Enforce controls and audit-ability Streamline end-to-end bill workflow

Pay online with advanced fraud controls Eliminate check printing and mailing Synchronizes with Popular Accounting Software

Route Bills to 1 or more approvers Schedule Payments Securely

Why our clients love itWhy our clients love it

• Get your bills to us quickly and say goodbye to courier fees!

• Communicate more easily with us and members of your staff

• Better control and involvement in the A/P process

• Flexibility to designate who has access to make payments

• No need to hunt through your Accounting Package for information

• Anytime / anywhere access from any computer or mobile device

• Unlimited document data storage

• No more manual filing

• Fraud Protection

Step 1 -Send in your documentsStep 1 -Send in your documents

• Your account will have a dedicated email address and fax number for sending your documents to your account. No time for document scanning? Ask about the optional document scanning service!

• Your staff that has access to Bill.com can upload documents directly from their computer

• Your BMRG Accountant is automatically notified that bills have arrived and are ready for processing

•Review the bill image, bill details and notes to approve the bill from your computer or mobile device

•Enter notes or any changes when approving

•From your email notification, access the Bill.com account to review the bill

Step 2 –Review and ApproveStep 2 –Review and Approve

Step 3 –Schedule Bills for PaymentStep 3 –Schedule Bills for Payment

• Flexibility to decide who manages the cash flow, you or your BMRG Accountant

• Simply select bills to be paid and the desired payment method

• Bills can be scheduled for payment in advance

• Review notes from other users during the payment process

• View images of the original bills

Easy access to tasks and Projected Cash FlowEasy access to tasks and Projected Cash Flow

• Access all of your tasks from your personalized to-do list

• Real-time calendar view provides you insight into your projected cash flow

Vendor PaymentVendor Payment• Payments to vendors will be

made with checks drawn on Bill.com’s bank account– Utilizes advanced check fraud

controls– Eliminates check printing and

mailing– Ties payment to the

transaction• The check shows the invoice

to be paid and the account number

• The bottom 2/3rd of the check voucher shows a copy of the invoice to ensure payment is applied correctly

End-To-End Transaction ViewEnd-To-End Transaction View• Anytime / anywhere

access to what you need when you need it, making your life (and ours) easier • Bills• Contracts / Company

Documents• Payment

confirmations & cleared check images

Have Visibility Using Audit TrailHave Visibility Using Audit Trail

• The audit trail feature provides you and our firm with detailed information on “who” did “what” “when”

• Permission based user roles allow you to determine what level of access you want others to have

Bill.com Is The Perfect Solution For Your Business…Bill.com Is The Perfect Solution For Your Business…

• Simple and easy to use for you and your staff

– Easily digitize and store any document – Allows for easy collaboration with your

accounting firm– Automates workflow, payments and daily

financial tasks– Maintains greater control over documents

and bank accounts– Makes online bill payment simple and

consistent• Streamlines access to financial

information– Gets your information to our firm faster– Lets our firm service you remotely– Provides anytime, anywhere access– Decreases the paper madness

ACCOUNTS RECEIVABLE MADE EASY

Getting paid just got easierGetting paid just got easier

• Create invoices manually or sync invoices from QuickBooks

• Send and track invoices

• Late payment reminders automatically sent

• Get paid electronically from your customer

• Manage invoicing• Make it easy to get

paid – ePayment– Credit Card

• Communicate with your customers

Get Paid FasterGet Paid Faster

A Branded Portal For Your CustomersA Branded Portal For Your Customers

• Allows them to view and pay current invoices

• Lets them see a history of all invoices received

CPA2Biz, Inc. - Proprietary and Confidential Information

• Transactions appear as if entered directly into the accounting system

• Maintains consistency

• Enables sophisticated expense and cash management

• Does not impact other accounting activities

Works with Accounting Systems to Support Your Works with Accounting Systems to Support Your Financial ReportingFinancial Reporting

* Receivables syncs with QuickBooks Desktop Only

 

Jennifer Katrulya, CPAFounder & CEOT: (203) 791-0085Email: jkatrulya@bmrg.netWebsite: www.bmrg.net

For More Information, Please Contact…For More Information, Please Contact…