James Grady
- Total activity 27
- Last activity
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Activity overview
Latest activity by James Grady-
James Grady created a post,
Join Lockstep at acuCONNECT
Attending acuCONNECT September 14 - 15? Let us know what you are looking forward to most at the conference! We'll be there (virtually) as well. Looking forward to a fantastic conference. -The Locks...
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James Grady created a post,
Community Webinar
Lockstep will be launching a monthly webinar to connect and engage with our customers. Interested in joining us for our first webinar? email communitymanager@lockstep.io to RSVP. - The Lockstep ...
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James Grady created a post,
Paperless Billing and Magic Link
Through Lockstep Receivables Self Service, you can set up a custom, self-registration for your customers, capturing email contact and making paperless billing a breeze. Learn more in this blog post...
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James Grady created a post,
Lockstep Receivables Customizations
Lockstep Receivables allows our clients to customize many aspects of the software, to fit the unique challenges of their business. From customized reports, integration into Power BI, and unique cre...
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James Grady created a post,
Templates
Lockstep Receivables has made several enhancements to our email templates including the ability to add snippet codes to the templates. These snippet codes, like mail merge fields, allow you to repl...
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James Grady created a post,
Creating Lockstep Self Service
Lockstep Self-Service enables receivables teams to collect money from customers. This product evolves how accounts receivable teams present and communicate to customer accounts payable departments....
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James Grady created a post,
Submitting a Ticket in Zendesk
Once logged into the Zendesk Help Portal, you can view all your correspondences that you have currently submitted to us. This will include any of your chats that you have sent to us, as well as ope...
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James Grady created a post,
Accounting's Paper Problem
The notion that an office cluttered with paper is the sign of a productive, hard-working staff is long gone, but for many finance teams, the paper is still there. Paper is the antithesis of finance...
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James Grady created a post,
Enabled Surcharging Via Sage AR Automation Receivables and Interpayments
SARA Receivables can be integrated with Interpayments, which allows you and your customers the ability to surcharge for credit card transactions. We've had many requests late last year to help our ...
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James Grady created a post,
SARA Community Code of Conduct
Welcome to SARA’s User Community, your place to connect with like-minded individuals in a user-to-user driven community focusing primarily on user-driven support and product/services feedback. We a...