KES A/P Toolkit

INCREASE EFFICIENCY AND ELIMINATE MANUAL TASKS

DO MORE WITH NETSUITE

Automate A/P Functions

The KES A/P Toolkit is designed to increase efficiency and eliminate manual tasks by automating numerous functions for both your A/P team and those who work in conjunction with them. Since our toolkit is built as a NetSuite extension, there is no separate integration needed. Additionally, since this runs on top of NetSuite, we leverage standard NetSuite functions and data as much as possible. Simply work with our team to quickly deploy the toolkit in your NetSuite environment and enjoy immediate improvements for your A/P team.

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KES A/P Toolkit Key Features

INTERCOMPANY ALLOCATION

Our toolkit allows you to record and pay bills in one entity but easily specify (directly on the bill) which entity should have the expense pushed to them. Our toolkit automatically handles all of the interco due to/from automatically for you based on your configuration options. This feature is ideal for organizations with centralized A/P payment processing.

SEGMENT REPLICATION

Although the name still references “segments”, this feature works on any fields on your bill/PO. Simply map header fields that you want to “replicate” to line fields, and our toolkit will automatically populate the fields for each new line added. If you made a mistake, simply update the header field and select “Rolldown” to update all of the line fields automatically.

EXTERNAL APPROVAL

Our toolkit allows for PO and/or bill approval outside of NetSuite via email. Rather than logging into NetSuite to approve, an email is sent with attachments and embedded “Approve” and “Reject” buttons. The toolkit still uses NetSuite workflow, so you can define any workflow process needed; the entire approval history is logged; and you can delegate approvals  to others if team members are out of the office.

VENDOR REQUESTING

Our toolkit brings tighter controls around new vendor creation by allowing new vendor requests (either from NetSuite directly or through a web page) to go into a vendor request table for review and approval. An actual vendor does not get created until the vendor request is approved, ensuring that no transactions happen before authorization.

PAY WHEN PAID

With this feature, you can assign a customer invoice to a vendor bill, and our toolkit will automatically place the bill on hold until the customer invoice is paid, at which point the toolkit will automatically take the bill off of hold. This is great for service companies that use subcontractors for customer work but don’t want to pay the subcontractor until the customer pays for the work done.

EZ-ALLOCATE

Rather than dealing with the heavy month-end allocation process in NetSuite, our EZ-Allocate feature allows you to pre-define allocation rules and easily apply them when entering a vendor bill. Now you can quickly and easily allocate vendor bills across subsidiaries, accounts, departments, etc. with the click of your mouse.

VENDOR SYNC

This feature has two parts. First, you can map fields on the vendor to automatically populate on related vendor transactions as those transactions are created, thus eliminating the need for workflows or scripting. Second, you can set mapping and do a quick mass update so that fields that have been updated on the vendor can be updated on related vendor transactions.

KES A/P Toolkit Pricing

STANDARD

$3,600 annual subscription
+ $1,600 set-up fee
  • Segment Replication
  • External Approvals
  • EZ Allocate
  • Vendor Requesting
  • Payment Hold Release Management
  • Prevent Duplicate Bills
  • Apply Subsidiaries To Vendors
  • Vendor Sync
  • Pay Bill When Paid

PREMIUM

$4,200 annual subscription
+ $2,400 set-up fee
  • Segment Replication
  • External Approvals
  • EZ Allocate
  • Vendor Requesting
  • Payment Hold Release Management
  • Prevent Duplicate Bills
  • Apply Subsidiaries To Vendors
  • Vendor Sync
  • Pay Bill When Paid
  • Intercompany Bill Allocation
  • Vendor Portal

Ready to Learn More? View a Detailed Video Demo of the KES A/P Toolkit in Action.