FAQs
What is InLattice?
InLattice is Web-based Service that lets you to exchange documents such as Invoices, Purchase Orders, Payment Information etc. with your Trading Partners. In most cases, you can directly import/export these documents from your Accounting Package such as QuickBooks, Microsoft SBA etc. therefore eliminating the need for any additional data-entry in our system. You can also attach notes and other supporting documents.
It is a system that is
| Top |
What's new in InLattice 2.0?
Based on the user feedback received over the years, we have made improvements to InLattice. Major changes include the following:
General
Create Invoice
| Top |
What browsers are supported?
If you use InLattice with an Accounting Package such as QuickBooks, then you will need Internet Explorer at the time of importing and exporting data such as Invoices, Bills, Purchase Orders and Payment Information. However, previously imported data can be viewed from both Internet Explorer and Mozilla Fire Fox.
| Top |
What documents are supported by InLattice?
InLattice can be used to send customer invoices, receive vendor invoices. You can also send purchase orders, payment data to your vendors. Any supporting documents can be attached to invoices and purchase orders.
| Top |
Is InLattice an online Accounting System?
No. InLattice is not an Accounting System.
If you already use an Accounting system such as QuickBooks, InLattice can help you exchange/track documents such as Invoices, Bills, Purchase Orders and Payment Information.
Please note that InLattice does not require an Accounting Package. You and your trading partners can create and exchange documents without using an Accounting Package.
| Top |
What Accouting Packages are supported?
InLattice currently supports the desktop versions QuickBooks starting from QuickBooks 2003 to most recent version of QuickBooks. InLattice also supports Canadian and UK version of QuickBooks 2005 and above.
You can also use InLattice without an Accounting Package.
| Top |
Can I create Invoices on the web?
Yes, you can create invoices on the web. While creating invoices on the web, you can also maintain an item list and use it instead of typing the same items repeatedly. In addition, you can use previously saved invoice to create the new invoice. There is an option to auto increment the invoice number.
| Top |
How do you ensure security of my data?
We take extreme measures to ensure data security.
| Top |
Can I use my company logo/banner page instead of InLattice banner?
Yes. We can replace InLattice banner with your company banner. In addition, the color theme of the application can be changed to match the banner color theme.
| Top |
Can I use my company logo, footer images in the documents?
Yes. You can add company logo as well as additional footer images (like D&B reporting sticker) to the invoices automatically.
| Top |
How can I use InLattice to request online credit card payments?
You can request your customers to pay invoices online. You need to have a merchant account. If you include your merchant account details in InLattice, a payment button will be added to your invoice. Customer can pay the invoice by clicking on the payment link using their credit card or PayPal account. Payment gateways supported include Authorize.Net, Paypal Pro, PayPal Express and Google Checkout.
| Top |
How do I know the customer/vendor has received the document?
When a document is sent to a customer/vendor, an email notification is sent. Email includes a link to the document. When the email recipient clicks on the document or logs in to InLattice and views the document, the document status is changed. Time stamp will be logged in the system. Document history will provide the details.
| Top |
Can I provide a link in our website for my customers to view/pay their invoices?
Yes. Your customer can login to InLattice, from your website. You just need to add a link to InLattice login page.
| Top |
Can I use InLattice to send invoices to my factoring company?
Yes. Instead of faxing/emailing invoices, InLattice can be used to send invoices to the factoring companies. You can also confirm the factoring company has received the invoices.
| Top |
How does the accounting package integration work?
Accounting Package Integration is achieved with the help of the InLattice Plug-in that we have developed. The Plug-ins are specific to the Accounting Package that you use. They are installed via the Browser using a simple procedure which usually takes less than two minutes.
| Top |
How does the invoice approval process work?
With multiple user accounts, InLattice can support online invoice approval process. User account - typically a manger who can approve the invoice, can be set up to receive vendor invoices. On approval, invoices will get automatically forwarded to the next user - typically an accounting staff for further process.
| Top |
As a bookkeeper, how can I use InLattice to provide online access to my client's documents?
Bookkeepers can use InLattice to provide online access to their client's documents like customer invoices, vendor invoices etc. Bookkeeper's client's can approve vendor invoices online, for payments. Client's can also check the payment status of customer invoices.
| Top |
How does ACH payment process work?
If your company has a ACH account with any bank, you can use InLattice to create the NACHA file. When invoices are sent, a "Pay through ACH" button is added to the invoice. Customers can authorize ACH payments after reviewing the invoice information. Similarly, you can pay vendors through direct deposit. NACHA file can be created with a click of a button.
| Top |
How is NACHA file created?
InLattice uses the ACH account information, customer/vendor bank account and invoice data to create NACHA file. These files can be downloaded to PC and sent to bank for further process.
| Top |
What is new?
InLattice supports ACH Transactions and NACHA file.Testimonials "Inlattice is a tremendously helpful system to my business. It allows me to increase productivity and gives my customers a great alternative to paper invoices."
Alexander L. Forbes
Tidewater Auctions, LLC
"InLattice is a reliable, creative, cost effective, unique solution. I will keep actively suggesting InLattice to appropriate QuickBooks users."
Michael Block, CPA
QuickBooks-Add-Ons.com