The SyteLine® Journal | Stacey's Weekly Blog from Glass Box Consulting

A weekly, behind-the-scenes look at what’s really working in SyteLine^® finance.

When “SyteLine 101” Isn’t Enough

Training vs. Transformation? Lately, I’ve had more requests than usual for “generic SyteLine® training." And I get it — training sounds like a neat, one-stop way to fix a team’s struggles. But here’s the hard truth: whether it helps depends a lot on what kind of training you choose. So, let’s unp...

by Stacey Miller — Sep 16, 2025 consulting training transformation

A/P Essentials You Might Be Missing

Over the past few weeks, we’ve taken a fresh look at the Accounts Payable side of SyteLine®—not every form or scenario, but enough to provide a solid foundation and get you thinking about how you're using (or not using) some of the features highlighted. Here's what we covered: How to set up vend...

by Stacey Miller — Sep 09, 2025 accounts payable back to basics reports utilities

Pay by Credit Card & Keep the Detail

More companies are leaning on credit cards or P-cards to manage vendor payments. The reasons vary—cash flow timing, rewards, simplified processing—but the challenge is the same: how do you make sure you’re still tracking vendor spend properly inside SyteLine®? Because whether you’re paying by che...

by Stacey Miller — Sep 03, 2025 a/p payments accounts payable credit cards

Simplifying Your A/P Payment Process

Paying vendors in SyteLine® doesn’t have to be complicated. With the right forms and a few smart settings, you can run payments smoothly, take advantage of discounts, and keep everything organized without extra effort. A/P Payment Generation This is where you tell SyteLine® what to pay and when...

by Stacey Miller — Aug 19, 2025 a/p payments accounts payable back to basics prepay

Default Accounts: POs to Payables

In our last journal, we looked at default accounts in Vendors and Vendor Categories. Those are just the tip of the iceberg—there are several other spots in SyteLine® where defaults quietly steer your purchasing and payables process. Knowing where they live (and how and when they're applied) can s...

by Stacey Miller — Aug 12, 2025 accounts payable back to basics default accounts

Get More from the Vendors Form

Your vendor setup might be costing you. Defaults not pulling, transactions hitting the wrong GL, missed 1099s—sound familiar? Let’s fix that. The Vendors form isn’t just a place to store contact info; it plays a key role in how defaults are applied, how automation works, and even how payments are...

by Stacey Miller — Aug 05, 2025 accounts payable back to basics vendors

Can We Invoice Before We Ship

Today we're going deep on Progressive Billings. Understanding how Progressive Billings work can significantly enhance your business operations. Let's explore how this functionality is tied to customer orders and the various forms used to manage it effectively. What Are Progressive Billings? Progr...

by Stacey Miller — Jul 29, 2025 accounts receivable open credit prepay progressive billing

Meet the Invoice Register Report

Okay, confession time. Last week, I shared a list of A/R essentials—yet somehow managed to leave out my favorite report. Like a… top tier, don’t skip it, use it regularly kind of report. I could pretend I was saving it for its own spotlight (which it absolutely deserves). But the truth is, I just...

by Stacey Miller — Jul 22, 2025 accounts receivable invoicing reports

A/R Essentials You Might Be Missing

Over the last few weeks, we’ve taken a fresh look at the Accounts Receivable side of SyteLine®—not every form or scenario, but enough to provide a solid foundation and get you thinking about how you're using (or not using) some of the features highlighted. Here's what we covered: How to set up c...

by Stacey Miller — Jul 15, 2025 accounts receivable back to basics reports utilities

Let's Start A Conversation

This week, I want to take a step back from the SyteLine® tips and basics and talk about something that doesn’t get said enough: Not all consultants are created equal—and not all businesses need the same kind of support. Some of you are working with big firms. Some of you use solo consultants. Som...

by Stacey Miller — Jul 08, 2025 consulting partnership

Cash Receipts: More than a Deposit

This week’s Journal dives into how cash receipts work, what options are available, and a few things you might not know you can do. Ready. Set. Go ... Payment Entry Options Using the A/R Payment Import Workbench Whether you're pulling a lockbox file from your bank, a third-party export, or a cus...

by Stacey Miller — Jul 01, 2025 accounts receivable back to basics cash receipts customer deposits

How Do You Invoice in SyteLine®?

Last time, we dove into Avalara and how to utilize the Tax Interface Invoice Tax Credit (which, yes, is a mouthful). But before you get to all that tax logic… you need an invoice. So, let’s back up a step. How do you generate an invoice in SyteLine®? Turns out, there are quite a few ways. Some ar...

by Stacey Miller — Jun 24, 2025 accounts receivable back to basics invoicing returns

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A weekly, behind-the-scenes look at what’s really working in SyteLine^® finance.

Never miss a post—get The SyteLine^® Journal delivered to your inbox every week.

THE CLOSE CHECKLIST

Your CFO-Approved Guide to Period-End

In an Excel Template

A weekly, behind-the-scenes look at what’s really working in SyteLine® finance.

Never miss a post—get The SyteLine® Journal delivered to your inbox every week.

THE CLOSE CHECKLIST

Your CFO-Approved Guide to Period-End

In an Excel Template

A weekly, behind-the-scenes look at what’s really working in SyteLine^® finance.

Never miss a post—get The SyteLine^® Journal delivered to your inbox every week.