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Advanced Recurring Billing

What is Advanced Recurring Billing?

Over the past decade SAGlobal have built a reputable ISV track record delivering quality Dynamics GP productivity enhancement modules to the global GP community, backed by excellent support and a highly responsive development service.

SAGlobal has developed Advanced Recurring Billing (ARB) module to automate the billing of recurring, subscription and membership-type contracts within Dynamics GP. Also, Advanced Recurring Billing is able to handle any ‘one-off’ or ad-hoc billing that might be a part of the contract, such as set-up fees.

Advanced Recurring Billing module keeps track of all changes and retains historical data for all details of invoices generated for dates and periods associated, thus overcoming the problem with the standard Great Plains SOP tables which do not hold periodic data (they only hold the invoice date - not period of charge).

For these reasons, many partners and clients insist that ARB is included in every implementation.

Solution Highlights

SAGlobal has developed SAGlobal Advanced Recurring Billing (ARB) module to automate the billing of any items (typically services) which need to be billed on a regular basis:

    • Dexterity based application – Enables full integration with Microsoft Dynamics GP, and it seamlessly integrates with other Dynamics GP modules, particularly standard SOP functionality in regard with period based billing and period based pricing and Inventory.
    • Available for both on-premise and Software as a service (SaaS) implementations of Dynamics GP
    • Billing runs are created automatically based on contract line anniversary date, product billing cycle or custom rules.
    • Billing of variable or metered values is possible by contract import.
    • Credits are created for ceased contract lines based on contract terms.
    • Automatically deferring contracts revenues based on billing periods, thus eliminating re-input of recurring data at each billing cycle.
    • Reducing the risk of bills being missed and revenue being lost.
    • Applying a workflow process to all contract stages - approval can be more focused upon setting up the contract correctly
    • Focusing on correct pricing and getting the contract correctly set up from the outset
    • Improving procedural security and managerial review
    • Full exception reporting
    • Providing a complete audit trail of changes, with accurate invoice reprint, version and change control
    • Reports on expected revenues, contract terminations and deferred revenue in multiple currencies.
    • Export to Excel function and reporting on expected revenues, contract terminations and deferred revenue in multiple currencies.
    • Improved time-based pricing functionality.
    • Reliable reprinting of historical invoices (RB Main Menu).
    • Re-pricing utility with indexing.
    • Advanced Search by various criteria in all GP companies.
    • Use of standard inventory price lists or imported values.

Learn More About Other Microsoft Dynamics GP Add-ons

  • Advanced General Ledger
  • Advanced SOP / GL Defaulter
  • Advanced Procurement
  • Advanced Security Monitor
  • Advanced Time and Expense Management
  • Batch & Document Management
  • Commitment Reporting
  • Email Remittance

Customer Speak

  • Smart Kids Ltd"SAGlobal consultants go above and beyond what is required both with impressive knowledge and understanding of Microsoft Dynamics GP. Compared to previous experience with other partners - SAGlobal consultants are second to none.”


    Ceri Stone
    Managing Director
    Smart Kids Ltd
  • London Stock Exchange"The implementation of Advanced Recurring Billing has had a massive and positive impact. Streamlined processes and reduced costs have paid for the solution several times over."


    Laurence Freeman
    Head of Sales Invoicing
    London Stock Exchange
  • Logicalis UK"SAGlobal had proven success within Logicalis. When we moved the support of our Dynamics GP solution to them, the improvement in the level of service was both immediate and impressive."


    Natasha Towns
    Business Applications Manager
    Logicalis UK
  • Cassa di Compensazione e Garanzia S.p.A."We are a complex business, there was potential for many things to go wrong. The project would have been a challenge for any supplier; I firmly believe that it was a combination of the approach, along with SAGlobal’s determination and belief in the project that made it a success."


    Franco Pozzi
    Chief Financial Officer
    Cassa di Compensazione e Garanzia S.p.A.
  • The Mayflower Theatre"SAGlobal is like a member of the family! Supporting and enhancing the Theatre’s Microsoft Dynamics solution for over 10 years, they provide an efficient and professional service. Confidence in their capabilities allows us to focus on what’s important - the business. They understand our processes and requirements – talking with the team at SAGlobal is like talking with colleagues."


    Alison Harrison
    Finance Manager
    The Mayflower Theatre
  • Charles M Willie & Co. (Shipping) Limited"SAGlobal demonstrate a practical approach to problem solving, We find them accessible, up to date, technically excellent, and responsive."


    Donald Pearson
    Charles M Willie & Co. (Shipping) Limited
  • Quartz Publishing & Exhibitions Ltd"The upgrade to Dynamics GP Version 10.0 from version 6.0 has made it possible for us to do our own accounts and have more control and access to reports and the system setup. We particularly appreciate the link in GP 10.0 to FRx within the Dynamics Financial Screen. Overcoming challenging circumstances, the upgrade fully met with our expectations and we were very satisfied with the upgrade service provided by SAGlobal, both in terms of quality and timeliness of delivery."


    Sandra Holland
    Financial / Management Accountant
    Quartz Publishing & Exhibitions Ltd
  • The Co-operative Life Planning“The business relationship with SAGlobal is about as good as it gets. SAGlobal was extremely thorough with what was a highly complex implementation that has transformed our capacity to expand our business and accept new channel partners.”


    Simon Wiseman
    Project Manager
    The Co-operative Life Planning
  • Welsh College of Horticulture"Over the past two years SAGlobal have helped the Welsh College of Horticulture develop Dynamics GP into a seamless system from requisition to commitment reporting. Dynamics GP enables effective budget planning and with the use of Vision, an ease of reporting seldom delivered. In budget meetings with non-finance managers Vision can be used interactively to aid their understanding. The development is continual and we look forward to SAGlobal’s support in the future."


    Graeme Lavery A.C.C.A.
    Director of Corporate Services
    Welsh College of Horticulture
  • South East Water"This is just phase one of our project. We have taken the opportunity to review all business processes with the aim of streamlining the way we handle our information. By switching to Microsoft Dynamics GP and with the additional functionality supported by SAGlobal we anticipate many improvements in our finance function by shortening the process cycles and by automating transactions."


    Jo Hurley
    IT Project Manager
    South East Water


Related Resources: Microsoft Dynamics GP

Microsoft Dynamics GP 2016 Licensing Guide

Microsoft Dynamics GP 2016 Licensing Guide

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Microsoft Dynamics GP Capabilities Guide 2016

Microsoft Dynamics GP Capabilities Guide 2016

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Microsoft Dynamics GP Roadmap

Microsoft Dynamics GP Roadmap

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Co-op

Co-op

Click to read
Welsh College of Horticulture

Welsh College of Horticulture

Click to read
London Stock Exchange

London Stock Exchange

Click to read
South East Water

South East Water

Click to read
Quartz Publishing & Exhibitions

Quartz Publishing & Exhibitions

Click to read
CC&G

CC&G

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DynamicsPlus Advanced eProcurement

DynamicsPlus Advanced eProcurement

Click to read
DynamicsPlus Advanced General Ledger

DynamicsPlus Advanced General Ledger

Click to read
DynamicsPlus Advanced Recurring Billing

DynamicsPlus Advanced Recurring Billing

Click to read
DynamicsPlus Advanced Security Monitor

DynamicsPlus Advanced Security Monitor

Click to read
DynamicsPlus Advanced SOP/GL

DynamicsPlus Advanced SOP/GL

Click to read
DynamicsPlus Advanced Time and Expense Management

DynamicsPlus Advanced Time and Expense Management

Click to read
DynamicsPlus Batch & Document Management

DynamicsPlus Batch & Document Management

Click to read
DynamicsPlus Commitment Reporting

DynamicsPlus Commitment Reporting

Click to read
DynamicsPlus Email Remittance

DynamicsPlus Email Remittance

Click to read

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