Friday, July 22, 2011 - 11:11

Drowning in paper and unfiled company documents? Paperworkmonster_mobile has many great features that allow you to manage your Payables and Receivables online. In addition, we also provide free document management features with either our Payables or Receivables services.  

Many customers use to store nearly every piece of paper their office might have previously held in a file cabinet. These include things related to paying bills, like contracts and vendor information, and also company information like prior year tax returns, important communications and other documents. You can organize these using folders (yes folders!) you can set up on the Documents tab. You can also restrict access to your Company documents using our powerful built-in custom role features for all the users of your account.  

We continue to improve our document management features, and are currently offering our Receivables customers the ability to share documents and collaborate with their own customers.

Contact us at to learn more!

Add the Paperwork Monster to your Twitter Feed: @Pprworkmonster


Thursday, July 21, 2011 - 13:41

Q. How did you get into your line of work? Rightrail_VIRBO
I excelled in math and loved financial analysis. When in graduate school, the class I loved the most was Entrepreneurship. I couldn’t sleep at night, I would get so excited.  

Q. What have you learned through the school of hard knocks?
That you really need to stay focused and have a plan. Also, the current technology solutions are making it easier to become scalable.

Q. What keeps you up at night?
When we are not on top of a client.

Q. How has helped your business chase its dreams. has allowed us to become more scalable by having a turn-key payable and now receivable system. We can feel comfortable that we are on top of our clients entire accounting process, and we can do this when we are on the road.






Download a complete PDF of these 4 questions

Note: 4 Questions is a new feature on the blog where we will ask the same 4 questions of a different customer. Given the tremendous passion and can-do attitude of small and mid-sized businesses, we believe these same four questions will result not in repeat answers, but in interesting insight into many different journeys. Want to be profiled? Tweet us at @billcom and let us know!

Wednesday, July 20, 2011 - 08:35

It’s summer time and with that comes the warm long evenings where we relax and let our minds drift to think about what we have accomplished so far this year and what we have left to accomplish. Some make New Year’s resolutions; I like to take the time to reflect mid-year on what might be coming in the future. So here are my top 8 predictions:

1. People truly start spending - after all, we are Americans and we like to spend. The savings rate has moved in the right direction, but I think there is some pent up desire to spend. As that happens, business will improve, which means businesses will need help. Given the financial crises we have just been through, small business owners will turn to their accountants for guidance and financial work. So get prepared to take on more business, leveraging technology and your network.

2. Businesses and accountants find their voice in the social media fray and find it is more fun to be social. Social media is a great way for accountants to stay connected to their network and to see what their clients are up to. Imagine how comfortable your clients will be when you show that you care because you’re up to speed on what’s going on with them and their business courtesy of Facebook.

3. More accountants will adopt SaaS/Cloud solutions as they see their peers wearing flip flops and doing work from a Starbucks with their dog at their feet. Don’t you ever wonder why Starbucks is so full and who the lucky folks are that don’t have to go into the office? Stop wondering, and start living your life from wherever you want.

4. Large companies that have failed to see that the Internet is about servicing customers better will lose another year to the startups that get it. The most powerful thing about the Internet is the increase in “connectivity” that lets you know what your customers are doing and what they need from you. While this applies mostly to large companies, accountants that use the Internet will have an advantage (complete access to client data while controlling client access is just one example).

5. Small companies that think the Internet is about being free will go away or consolidate. There is no such thing as a free lunch, so if it’s free watch out. Either the business model is advertising (which I personally have had enough of) or they don’t have one.

6. Giants win their second World Series thanks to great accounting. Seriously, how else can you explain the great talent at less than half the price of the Yankees?

7. Collaboration between young and old accountants creates a new breed of firm — the hip technology guy backed by tons of experience. As the boomers begin to think of retirement, they will bring in young technology savvy folks to transition their firms. As they do that, they’ll find they can work less, do what they want and still make money.

8. Apple unveils a new gizmo just for accountants. Seriously, they already have. Check out the iPad with any SaaS service. No more lugging a heavy leather briefcase full of regulations and client workpapers. Save your back today, and try it out.

Keep enjoying your summer and if you have any opinions on my top 8 let me know - I always love hearing from you. Thanks for reading! Rene'  @rlacerte

Tuesday, July 19, 2011 - 07:16, the leader in integrated bill payment, online invoicing and Intuit_its_onUS2 cash management solutions has added seamless synchronization with QuickBooks Online. QuickBooks Online customers can now view and send invoices online, route bills for approval, and pay them online through, but that is not all! users also experience free unlimited document storage and customer support - which comes standard with all accounts.

No More Double Entry! All bill, invoice and payment activity is matched accurately in QuickBooks Online eliminating the need to manage multiple systems or do double entry.

Take advantage of the Intuit Workplace limited time, special promotion to use and have pay your phone bills for the next 3 months* (up to $75*). Thousands of businesses are already using to save over 50% of the time and cost it takes to pay bills. And now the savings is even greater!

With the integration, it’s easy to get started instantly. Now you can download all open invoices from QuickBooks Online directly into - along with vendor lists and chart of accounts. You can begin paying bills instantly and avoid the time and costs of starting a new system. gives you complete control over your finances and gives you peace of mind to enjoy why you’re in business in the first place. Mac Frampton, performer, part owner and treasurer of Alkahest Artists & Attractions sums it up: ”It was hard to pay our artists and booking agents while I was on the road, now with I can pay everyone by direct deposit, our artists are elated and I can go on the road myself and not have to worry about their payments.”

Check out with QuickBooks Online in Intuit App Center.

Read the Alkahest Artists Case Study here

* Please visit the Intuit Website for more details on the terms of this program. Please note that the "It's on Us" Program runs until the 6th of August 2011.

Friday, July 15, 2011 - 09:40

Until last year, Zong, a California company that facilitates mobile payments for online game players, used no technology at all to pay its own bills. Rightrail_zong_mobile2

"Our customers use their cell phone numbers to purchase virtual goods,” said Bing Cheng, Zong's accountant. “But before I arrived, Zong’s CEO paid the bills by hand-writing checks and stuffing them into envelopes. Fortunately, Zong uses QuickBooks and I had used QuickBooks' integration with at a previous employer. It took me less than an hour to move our accounts payable onto's electronic payment system – really it was a lot easier than I thought it was going to be, even after using before."

Zong makes the process of paying for virtual goods online four times faster than using a credit card. If a social gamer playing FarmVille on Facebook, for example, wants to till his strawberry and eggplant fields more quickly, he can order a virtual tractor for $3.30 and pay for it by entering his cell phone number on the site. Zong immediately sends back electronic message, and our farmer is off and plowing.

How big is mobile gaming payment? According to Zong founder David Marcus, 250 cell phone carriers around the world allow their billions of mobile subscribers to charge an extra $20 to $100 to their monthly phone bills to pay for virtual items sold by online game developers. Because Zong lets gamers bypass typing in lengthy credit card information to buy Facebook credits, players are more likely to spend and complete their transactions quickly.

But back at Zong's new world headquarters in Menlo Park, paying the company's bills was a drag. Zong was spun off from a Swiss parent company in 2010 and was essentially in start-up mode with only 35 employees when Cheng arrived. "I would introduce any small company that does accounts payable to Storage space is at such a premium. As soon as I saw how much paper was being used, from invoices to check stock to printing supplies, you really see the savings,” said Cheng. “Rather than shuffle paper bills, employees had been charging a lot of recurring items to the company credit card. Obviously, that made their yearly audit a pain, because someone had to sort through every credit card statement."

After integrating's online payment capabilities with Zong's QuickBooks, Cheng limited credit card charges to appropriate categories, like travel, and now and pays about 50 bills a month electronically. "Some vendors are sending us their bills by e-mail," Cheng says, "and we scan in the others. Since allows us to add documentation, we can instantly view a bill and all of the information about its status when we need it." Cheng also uses's attachment feature to link each vendor's Tax Identification number with their invoices, in case he needs to file 1099 forms for them at the end of the year.

As with most start-ups, CEO Marcus "likes to know what money is going out the door," Cheng said. Before, that meant waiting for Marcus to approve paper invoices for payment. Now that all bills are on the Internet, "I can shoot him an e-mail," Cheng said, "and he'll send back his approvals. Often, I don't know if he's in California or abroad, at an international trade show." Cheng said that having Zong's accounts payable in the cloud means that he can check on payments from anywhere as well, via his iPhone or iPad. "It's definitely easier than pulling out and rebooting my laptop," he said. “And now Marcus doesn’t have to come back from vacation or a business trip to find a desk piled with bills to manage. has helped us time our payments to maximize cashflow so precisely – our CEO has peace of mind that our bills are not only being paid on time, but we’re managing our cash wisely.”

Saving time for Zong's customers means they can reap their virtual crops or kill their virtual enemies more quickly. Saving time for Zong's accountant means even more in the real world. "Using means I no longer have to do repetitive accounts payable tasks and have an extra 10 hours a month to do something else," Cheng said.

Zong's efficiency has already paid off in a big way. In July, online shopping giant eBay offered to pay $240 million for the mobile payment company.

Download the complete case study here.

Thursday, July 14, 2011 - 09:23

Before there was online bill pay, online statementsMobile_go1 and mobile banking there was only paper. Paper checks. Paper stamps. Paper Envelopes. The way the silent generation, baby boomers and even Gen X paid bills.

Check writing was the only game-in-town for these generations, but now more than 77% of these folks are active with Mobile computing. Couple that with the cost of postage and checks constantly rising, the check writing process thankfully is going down the road less traveled. Although, some from these generations continue to cling to the familiar and mundane process of check writing, it is expected that the check will die a quiet death.

Whether some are afraid of the “big bad Internet”, fraud or just don’t know how to use an online bill pay service, we are here to share with you that there are more convenient and less expensive ways to pay bills.

Here are some pros of online bill pay:

As a Generation Y’er, there was a short period where I used checks, but now I use my account.  I love the convenience of paying my bills from anywhere that has Internet and even from my mobile phone.  When I use my account, I don’t have to hand out my account number, my personal information or my signature.  And best of all I don’t have to buy stamps or checks!

Monday, July 11, 2011 - 10:11

An Atlanta accounting firm has changed its image, from a traditional paper based accounting firm to leveraging cloud based technology, allowing their clients to move to a streamlined 21st century technology based accounting firm, by using for their clients.BrucePhillips

After years of success at Big Four firms, CPAs Bill Harshman and Bruce Phillips launched their own firm, Harshman Phillips & Company, LLC, in 1992, with specialties in, real estate and construction, restaurants, technology, and professional services. Phillips, who had once served as the CFO of a technology company, convinced his partners in 2010 to move clients to the cloud, by offering a full service online accounting solution.

Phillips sought out "best of breed" online accounting platforms at technology conferences, where he met with vendors, including’s  CEO René Lacerte. “When learned that many of our clients use Sage Peachtree, they asked us join their beta program for the accounting package. As part of the beta program we were in constant touch with development and support teams and were excited to provide them with feedback specific to the Sage integration,” Phillips added, “Since we already loved using with our QuickBooks clients. We are very pleased with the outcome of the Peachtree sync that is now available to the general public, the Peachtree and programs really work seamlessly together."

One of Harshman Phillips early client adopters is a local real estate development and management company. "Once we became their outsourced accounting and administrative partner," said Phillips, "we convinced them to close their physical office space and have everyone work remotely. Now we pay all their bills using the They're more efficient and they're saving over $100,000 a year in office and personnel expenses and are an incredibly happy client." We also found that doing year-end audits and tax returns using is super efficient. keeps a complete trail of activities including time stamps and process dates, which allows us to open and close the annual audits in record breaking time – we became Accountant Super Heroes to our clients”.

Phillips himself is a convert. "I manage all the bills for our firm and our clients companies, and I am now paying roughly 50 to 75 bills a month for Harshman Phillips with and it takes me less than 15 minutes. I even paid last month's bills from my iPad while on an airplane, trying from Las Vegas to Atlanta – you really can’t beat that for efficiency" he said. Bill_mobile

Once the firm's tech focus gained momentum, Phillips showed other clients how easy is with a simple demonstration on his laptop or iPad. "We had 23 companies using our new solution within the first five months," he said. “Our initial goal was to have 50 clients using in two years. Now it looks like we’ll hit that goal in roughly 12 months.”

Harshman Phillips is excited to move their clients currently using Sage Peachtree accounting software onto "We have a large number of clients on Peachtree," said Phillips, "and frankly, I think we’re going to have more work than we know what to do with, but that is a wonderful problem to have, especially in this economy."

In the meantime, Phillips is taking their tech-savvy firm national. “Now we can serve clients anywhere since accounting system is in the cloud” he said. "Now that businesses expect to be mobile, we know there are a lot of companies that want to find a way to get rid of sending paper bills around for approvals and easily access their documents and invoices online. At Harshman Phillips, we have mastered the use of cloud based technology and are happy to offer clients a turnkey solution using"

Download the complete case study here

Saturday, July 9, 2011 - 13:18

I am sitting in the airport at half past too-early-in-the-morning-and-I-need-more-coffee. Kathleen
Why? I am traveling to my youngest sister's wedding, where I should not be ostensibly working -- I have left my computer behind.

That means I am typing this blog post with my thumbs on my Mobile, which isn't as tortuous as you might imagine. Because, rather than just being the holder of the hundreds of text messages my son and my others send me, it's a mini-computer, an office in the palm of my hand.  

Any service company that doesn't "understand this" likely won't get my business.
I need to be able to operate from anywhere, anytime -- especially for mission critical tasks. So once I am done doing my bit of blogging, my next task is to pay my bills -- all on my Mobile and using  Another seamingly odious task, now simplified and checked off my virtual to do list, all from the airport, all on my Mobile and all easliy completed with -- nothing like scaling the heights of maximum productivity over my first cup of coffee while waiting for the plane. 

Friday, July 8, 2011 - 09:19

Musicians all over the country are humming "We're in the Money," thanks to an Internet banking program by that pays them the moment they finish a performance. Rightrail_QBOmac copy

Pianist Mac Frampton, of Atlanta, understands the importance of prompt payments to performers because he's played at least 4,000 concerts since launching his career in 1972. "Artists have a lot of overhead," Frampton said. "We have to pay our side men - the men and women who accompany us on drums, bass and other instruments - and pay for the plane tickets that take us to the venues and the hotels we stay in while performing."

A few years ago, Frampton took on a second position, as a part owner and treasurer of Alkahest Artists & Attractions, the Chattanooga, Tennessee company that had booked his gigs for decades. Although he's always loved working with finances, Frampton realized that his dual positions were not always in harmony. "It was hard to pay our other artists and booking agents while I was on the road myself," he said.

Frampton set up an escrow account, to hold deposits for concerts that are often booked a year or more in advance, and an operating account, to pay Alkahest musicians and agents through QuickBooks.

The day of each concert, he transferred escrow monies into the operating account and ordered his bank to mail e-checks to the performers. "But we have several artists with more than one home," he said, "and one group that travels by bus and spends most of the year on the road. I'd make sure checks went out the day of the concert, but sometimes they went to the wrong address."

Early this year, Frampton discovered's integration with QuickBooks that works via the Internet, putting all transactions online. "This means I can pay everyone by direct deposit," Frampton said. "Our artists are elated and I can go on the road myself and not have to worry about their payments."

For Frampton, that road is often the high seas. About twenty percent of his work is on cruise ships that take passengers through the Panama Canal, around the Mediterranean or along the coast of South America. Because operates in the cloud, Frampton can use the ships' Internet connections for his laptop "and do payroll in the middle of the Pacific Ocean," he said.

Another feature allows Frampton to add attachments to each account. Every time a new contract comes in to Alkahest, he turns it into a PDF file and uploads it into his laptop. "That way, I can bill the university, community arts council or other group that arranged the performance according to the contract terms," he said. The integration also helps him compute the commissions that Alkahest owes independent agents who bring bookings to the entertainment firm and send payments directly into their accounts.

Alkahest, founded in 1896, is the nation's oldest lecture, concert and theatrical booking management company. Early clients included Winston Churchill, Will Rogers and Enrico Caruso. Today the firm represents about 40 artists that typically perform a single concert per venue, for everyone from college students to retirees. Frampton, who is classically trained, performs a repertoire from his own arrangements that include James Bond and Disney medleys, classic favorites and movie themes, with a trio or a six-piece musical group, all of whom he can now pay by check as soon as they take their final bows.

"In the old days," Frampton said, "I'd sometimes have to tell my side men not to cash their checks for a few days, to make sure I had money to cover them. With, any time they cash their checks, the money's there."

Download the PDF of the CaseStudy here


Tuesday, July 5, 2011 - 10:28
Several weeks ago, we informed you of Canadian payment delays due to a Canada Post "Lockout." Last week, delivery service was restored.

However, Canada Post has issued the following announcement regarding delays: "Canada Post informs customers that delays may be experienced on some of our services. Canada Post is currently dealing with a significant backlog of packages to move through its system and prioritizing our operations, in order to minimize service impacts and bring service levels back to normal as quickly as possible. As a result, all service guarantees are temporarily suspended until further notice. We hope to restore our guarantees as soon as possible."

Through July 31, 2011, we will continue to offer you the option to send check payments to Canada via UPS.  Please contact for details if you are interested perusing in this option or have any questions regarding Canada Post mailings.


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