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.

Tags: back to basics

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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

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

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

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

Sales Tax Integration: Avalara Edition

If you’re using the Avalara tax interface that comes with SyteLine®—not just the standard tax setup—this one’s for you. Let’s be real: sales tax is one of those things that feels like it should be simple. But the second you start selling across multiple states (or even just shipping to them), it ...

by Stacey Miller — Jun 17, 2025 accounts receivable avalara back to basics sales tax

Customers, Where Good Data Begins

We're kicking off the Back to Basics series, and while this might not be the very first place every finance team starts, it’s where I’m choosing to begin: the Customers form. Why? Because so much of what happens in SyteLine® starts here. Orders, shipments, invoices, payments—it all ties back ...

by Stacey Miller — Jun 10, 2025 accounts receivable back to basics customers

Why the Fundamentals Still Matter

It’s funny how things shift over time. A year ago, I was knee-deep in technical SyteLine® projects—building dynamic Excel and Power BI reports, learning new coding tricks, merging external data with SyteLine® output. And I loved every minute of it. That kind of challenge lights me up. If you’d as...

by Stacey Miller — Jun 03, 2025 back to basics

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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.

Tags: back to basics

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.