Adjusts check address position for US window envelopes
Print US Checks
Commercial leases, NNN/CAM pools & year-end CAM reconciliation true-up for landlords (US)
Track consigned and floor-plan financed (dealer floor plan) inventory: curtailment schedules, interest accrual and settlement
Construction job costing & CFMA-style WIP / over-under-billing schedule (ASC 606 cost-to-cost percentage of completion)
Customer-specific B2B contract pricing: fixed price or discount off list, quantity-break tiers, price protection and an automatic most-specific resolution engine that overrides sales prices
Reusable US legal clause library, merge-field contract templates, state governing-law rules and an approval workflow
Corporate-Card Reconciliation & Receipt Match (US)
Driver-based overhead allocation, predetermined rates & NICRA indirect-cost worksheet (US)
Track a cost-segregation study: reclassify a building into MACRS recovery buckets and compute accelerated depreciation schedules (IRS Pub. 946)
Track customer sales-tax exemption & resale certificates, remind before they expire and block accidental tax-free invoices on lapsed certificates
Secure self-service portal for partners to submit and update W-9, banking (ACH) and Certificate of Insurance with approval
Customer ACH Debit Authorization & Collection File builder with ABA validation and NACHA-style output (BYOK)
Standardized sales-tax exemption reason codes on quotations, sales orders and invoices with per-line validation and a returns / audit exemption report
Customer credit-application workflow with trade and bank references, BYOK credit score and a transparent limit-recommendation engine.
Customer Sales-Tax Nexus Questionnaire & Survey — collect ship-to data, survey nexus-creating activities, score new-state risk and feed a live nexus tracker
Customer Statement & Open-Item Generator (US)
FMCSA DVIR inspections, driver-qualification files, IFTA/IRP docs & expiry reminders
Track SAM.gov UEI/DUNS registration status, expiry and reps & certs so contractor registrations never lapse.
Deduction & Chargeback Management for Retail/Trade vendors (US)