All the modules are built on a single SQL database and are seamlessly integrated for real-time data capture, processing, and reporting. Based on the solution finalized, GreeneStep will enable the required modules for implementation for Customers.
While we don’t offer a standard integration with Bills.com at this time, we can develop custom APIs to enable direct export of your bills to Bills.com or other platforms based on your specific requirements.
Currently we don’t offer an integration with Bills.com, we can develop custom APIs to enable direct export of your bills to Bills.com or other platforms based on your specific requirements.
Additionally, our platform supports running financial reports, giving you insights into your financial health without needing to export data to external software. This means you can perform all accounting tasks directly within GreeneStep, potentially eliminating the need for any third-party accounting software. Our goal is to provide an all-in-one solution to simplify your financial management and enhance operational efficiency.
While we don’t currently offer direct ACH integration, we can develop a custom solution tailored to your specific needs upon request.
While we don’t currently offer direct ACH integration, we can develop a custom solution tailored to your specific needs upon request for direct integration with your banking system supported by their APIs.
Yes. GreeneStep does have an integration with Avalara and Taxjar for US Sales Taxes.
About Avalara GreeneStep Connector
This is an add-on connector and not a part of an out-of-the-box solution. Contact the GreeneStep Support Team for more information on these customization connectors that need to be set up exclusively for your company.
You need to have an account at Avalara or at Taxjar to get these services.
https://www.youtube.com/watch?v=l9bxa7BT5bM&t=7s
Yes. You can manage Drop Ship orders using GreeneStep Solution. DropShip Functionality is built-in and tied to Ordering and Fulfillment through the Supplier process seamlessly.
Advantages and Benefits of Drop Shipment Process to a Distributor
1. Inventory Availability and Stock Management.
2. Repeat Business, Scalability, and Assured Availability.
3. Flexibility of selling multi-brand products catalog.
4. More wholesale buyers and businesses.
5. Save time. money and effort.
6. Aligns with business cyclicity and seasonal variations.
7. Better Shipping and Packaging Rates.
8. Storage and Logistics Cost reduction.
Sales Tax Calculation : GreeneStep’ s platform includes robust features for sales tax calculation designed to ensure compliance and accuracy. These features include:
- Automated Sales Tax Calculation: Automatically calculate sales tax based on the latest rates and rules for different regions, ensuring compliance with local, state, and federal tax regulations.
- Tax Jurisdiction Management: Manage multiple tax jurisdictions with varying rates and rules, accommodating the complexity of selling in multiple locations.
- Product-Specific Tax Rules: Define tax rates based on product categories or individual items, allowing for precise taxation according to specific product taxability.
- Customer-Specific Tax Settings: Configure tax exemptions and specific tax rules for different customer types, such as resellers or non-profit organizations.
- Real-Time Tax Rate Updates: Stay up-to-date with automatic updates to tax rates and rules, reducing the risk of non-compliance due to outdated information.
- Detailed Tax Reporting: Generate detailed reports for tax liability, helping with audit trails and tax return preparation. This includes summaries and breakdowns by jurisdiction, product, and customer.
- Integration with E-commerce Platforms: Seamlessly integrate with e-commerce platforms to ensure accurate tax calculation during online transactions.
- Customizable Tax Codes: Create and manage custom tax codes to address unique business needs and special tax scenarios.
- Support for Multiple Tax Types: Handle various tax types, including sales tax, use tax, VAT, GST, and others, making it suitable for global operations.
- Audit Trail and History Tracking: Maintain an audit trail of tax calculations and changes to tax settings, providing transparency and accountability.
These features ensure that GreeneStep’s platform not only simplifies the process of sales tax calculation but also helps businesses maintain compliance with varying tax regulations, reducing the administrative burden and risk of errors.
Payment Gateway supported :
- Open Edge ( PayPros ) : From Global Payments Inc
- Paytrace by Vantage B2B
- Moneris Canada both for CAD and USD Currencies
- Cardknox
- Cardknox BBPOS – Note – EVM Terminal does not work for Cloud/Hosted solution
Stimulsoft Report Designer tool is used to build GreeneStep Reports. There are over 150 out-of-the-box scanned reports developed and released as part of the GreeneStep ERP product. Sample Sales Order, Purchase Order, Sales Invoice and Check Printing Reports are part of it.
Specialties of these reports are compatible and viewable on both desktop, mobile browser views. Contact Support team for any customization of reports that adds value to your decisions on time every time.
1. Open Edge ( PayPros ) : From Global Payments Inc
2. Paytrace by Vantage B2B
3. Paypal ( Payflow Pro )
4. Moneris Canada both for CAD and USD Currencies
5. Authorize.Net
6. Cardknox
7. Cardknox BBPOS