Finance & Management

Finance and Management users need quick but detailed access to MAX data without using a MAX license or logging into MAX. These applications provide visibility into MAX data and expand MAX capabilities.

efile4Biz

Balance Point Technologies has partnered with Formstax efile4Biz™ to offer our customers fast, easy and secure e-filing services to manage mandatory 1099, W-2 and ACA filings. The lowering of the e-filing threshold has increased the need for customers to move online. Efile4Biz™ provides the following and more:

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Multi-Site Inventory Viewer

The Multi-Site Inventory Viewer will show consolidated on hand inventory from up to three separate MAX databases.

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ID Changer for MAX

Easily change Part Numbers, Customer IDs, and Vendor IDs with ID Changer for MAX.

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Time & Attendance for MAX

Time and Attendance provides the ability to maintain and apply time-keeping rules, maintain MAX Labor Tracking entries for payroll purposes and to post Labor Tracking data to Dynamics GP U.S. Payroll or other payroll systems.

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Tax Coordinator

Tax Coordinator for MAX simplifies the process of maintaining tax codes and accurately assigning them to all taxable ship to addresses in MAX. At month end it generates an output file to be used internally or by a service to prepare and submit the sales tax returns.

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Transaction Viewer

Transaction Viewer provides a real time display of MAX transaction activity. It shows detail transactions as well as summaries of value shipped, produced and added to inventory or WIP.

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MAX Toolbar for GP

Give GP financial users instant visibility of all MAX transactions and documents affecting your GL from multiple MAX databases without leaving GP. Access MAX transactions details from invoices, vouchers, purchase orders and transaction postings all from within GP.

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Document Manager

Document Manager automates communications with customers. Allows customer to select whether to receive emailed sales documents or mailed documents. Easily batch process either the emailed documents or the printed documents.

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