Technology

Member's Profile
Dallon Christensen
(Director of Finance at Mission Mercantile and Blue Artisan Grou..)
I'm setting up an accounting system as part of a ERP implementation, and I'm at a point where I am loading my expense and liability accounts related to payroll. We run our...
Member's Profile
Event Questions
(Event Questions at Proformative)
This question was asked by an attendee at a recent Proformative Cloud Computing and SaaS event: How limited is customization in a cloud computing or software as a service (SaaS)...
Anonymous Member
Anonymous
(VP Treasurer)
At our mid-size company (45 FTE), reporting and analytics have always been the domain of Finance. We understand the business/numbers better than anyone else and are a trusted resource...
Member's Profile
Len Green
(Performance Improvement Consultant and E.. at BT Partners, LLP)
If you are in the process of selecting a new financial system, or have already selected a solution, how are you approaching your implementation plan and timeline? For many companies on...
Member's Profile
Joanie Mann
Title: Principal Consultant
Company: Cooper Mann Consulting
LinkedIn Profile
(Principal Consultant at Cooper Mann Consulting)
In today’s business world, risk, uncertainty and volatility are just par for the course – everyday realities of simply being in business.  Nothing is certain, they say...
Anonymous Member
Anonymous
(Sr Controller)
We are implementing a new financial software package and we need to develop an Implementation Plan and Timeline.  Wondering if anyone would be able to advise where we could get a...
Anonymous Member
Anonymous

My client uses ADP as a sub-service organization for payroll processing. Is a SSAE16 report from ADP required to opine on the primary client This question was asked by an attendee at a...
Anonymous Member
Anonymous
(Vice Pres - CFO )
We paid a vendor for a couple of invoices in 2014. Paid in Full as invoiced. Vendor changed ownership. Now 12-10 months later, the Vendor presents Debit Memos for unbilled items and...
Anonymous Member
Anonymous
(Manager)
I’m in HR at a medium-sized company and am tasked with conducting an initial phone screen of applicants, in this case for the position of BI Analyst. What would be some good...
Member's Profile
Dallon Christensen
(Director of Finance at Mission Mercantile and Blue Artisan Grou..)
For anyone using NetSuite, what is your workflow for approving and entering recurring bills like utilities, rent, etc.? I know these are monthly charges, but I still want to see our...
Anonymous Member
Member's Profile
Ken Stumder
(Finance Director / Controller at Ken Stumder, CPA)
Does anyone have some vendor setup forms and/or related collateral they can share. Much appreciated.
Anonymous Member
Anonymous
(Controller)
I'm the recently hired Controller of a new spin off company.  They currently don't have an accounting system (accounting is being handled by the TopCo) and I'm in...
Member's Profile
Jim McCloskey
(Managing Partner at Catapult CFO Partners)
I see many startups using QuickBooks and QuickBooks Pro vs Premier accounting systems.  The problems with these accounting systems is that they do not have an audit trail. ...
Anonymous Member
Anonymous
(CFO)
I have been using Adaptive for years, but can't afford it now. Looking for a budging software that can handle a basic software company (SaaS) and staff cost. I looked at Plan Guru...
Member's Profile
David Levy
(CFO at NAMI)
Does anyone have any experience using Vena Solutions for budgeting and forecasting? We use Adaptive but I like Vena's integration with Excel.
Member's Profile
Event Questions
(Event Questions at Proformative)
IIf a company is not allowed to store credit card numbers, how would a company prove it was a valid sale if disputed by the consumer? Should we black out the number and keep the...
Anonymous Member
Anonymous
(CFO)
Looking for suggestions on preventative maintenance software.
Member's Profile
Anders Liu-Lindberg
Title: Regional Finance Business Partner
Company: Maersk Line Northern Europe
LinkedIn Profile
(Regional Finance Business Partner at Maersk Line Northern Europe)
You’re about to embark on a long journey that will take months of hard work, long hours, heated discussions while some alliances will be broken and new ones will be formed. At...
Anonymous Member
Anonymous
(SVP)
Any suggestions on a cloud-based solution to manage projects (small to medium projects...nothing too complicated) AND human resource management? Project management software is readily...