Category: Reports

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Without meticulous preparation and attention to detail, a migration from a legacy software system to a new ERP system can be a stressful task. What makes these undertakings so challenging is the fact that every part of the company is affected, which means everyone must collaborate to ensure not only a smooth migration, but that business goals are not compromised in the process. Data visibility software can be useful before and after the migration to help ensure quality and accuracy.

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Categories:Syncrofy, EDI, Document Search, Reports, Exceptions, Notifications, Trading Partners

If you’re running a business that utilizes EDI, then you know that meeting deadlines is the name of the game. Whether it’s keeping track of inbound and outbound payments, trading partner exceptions, or sent and received documents—each one is time-sensitive and critical to your operation. Without the right tracking tool in place, they can all manifest themselves into major headaches and cost your business money. But luckily you have a secret weapon: Syncrofy!

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Categories:Syncrofy, EDI, Dashboards, Reports, Exceptions, Chargebacks

Syncrofy 101: Setting Up a Report

By: Joe Mandato | March 8, 2018 | Comments

We want to make it simple for you to learn about the power of Syncrofy’s features and all the ways it can help you get the most out of your EDI data. That’s why our “Syncrofy 101” series of posts will highlight a specific task in Syncrofy and illustrate how easy it is to carry out. In this post, we’ll examine how to work with Reports, when you would want to use one, and how to set up a template and run the report.

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Categories:Syncrofy, EDI, Reports

It’s no secret that maintaining regulatory compliance is a top concern for firms in the financial industry. In fact, according to research, spending on regulatory technology (regtech) will grow by an average of 48% per year over the next five years, as banks seek to avoid costly regulatory fines (1). Tasks like effective record keeping, document and record retention, and analysis and reporting are so vital and any discrepancy, no matter how minor, can result in significant financial ramifications.

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Categories:Syncrofy, EDI, Dashboards, Reports, Timeline, Data Security, Compliance

We know how much your business relies on interaction with your trading partners. That’s why Syncrofy allows you to invite your partners to use Syncrofy at no charge to them, enabling you to collaborate and give them access to the features you deem necessary. By inviting your partners, you will be able to securely share information, compare data, and solve problems.

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Categories:EDI, Syncrofy, Dashboards, Exceptions, Reports, Trading Partners