Intuit Improves their ProAdvisor Customer Support
August 14, 2021
The Unstoppable Advisor
August 27, 2021
Intuit Improves their ProAdvisor Customer Support
August 14, 2021
The Unstoppable Advisor
August 27, 2021

Episode

Corpay One A Better Way to Pay - Live App Demonstration

August 19, 2021 App Demo

Are you tired of looking for a quality bill pay solution? Then this weeks session is perfect for you! Join us this week for a live demonstration of Corpay One!.

Speaker


Bob Lewis

CorPay One

SVP, Accountant Channel Development

(650) 799-8990


Bob leads the accountant channel and alliances at Corpay One, as SVP, Accountant Channel Development. He joins us after working in the accounting software and professional accountant community for more than 20 years, leading accountant channel and ERP sales and partner teams previously at Intuit, Microsoft, SAP Concur, Bill.com and AvidXchange.

Show Notes

Are you tired of looking for a quality bill pay solution? Then this weeks session is perfect for you! Join us this week for a live demonstration of Corpay One!

Timeline:
  • Intro: 0:00
  • Meet Bob Lewis: 3:25
  • How are you currently handling your Accounts Payable: 8:30
  • Cloud Accounting empowered Small Businesses: 8:50
AP Automation:
  • Who is Corpay: 11:35
  • Why choose Corpay: 15:16
  • Syncs to QuickBooks Online: 17:15
  • What does it Cost: 19:15
Demo Time: 28:10
  • Workflows: 29:15
  • Inbox: 29:50
  • Payment Methods: 36:00
  • Approval Workflows: 39:00
  • Workflow Templates: 48:50
  • Staff and Access Groups: 50:00
Q&A: 50:50
Next Week: 55:20

Handout

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August 19th, 021

parkwayinc
parkwayinc
Matthew Fulton is Co-Founder and CTO of Parkway Business Solutions where he uses his passion for technology to create time-saving tools for accountants, and bookkeeping solutions to fit the needs of the modern small business owner. His current project is Vendorsync, a bank feed application for QuickBooks Desktop that can cut data entry for accountants by up to 50%.Matthew also coaches small businesses and works with them to integrating technology into their workflow to increase efficiency, reduce costs, and increase the customer experience.When he’s not working, you’ll likely find Matthew walking his dogs Cylis, and Sophie on the beach in Ventura, CA where it’s always another “beautiful day in paradise!”

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