Client Name *

Microsoft BC Partner Name *

Email *

Are you using the Cloud Version of D365 Business Central? *

Yes
No

Which Localization(s) are you using? *

Are you Currently Live on D365 Business Central? *

Yes
No

What is your anticipated Go Live Date? *

Which Business Central License are you currently utilizing? *

Essentials ($70/user/month)
Premium ($100/user/month)

We are interested in purchasing: *

Dashboards (FDB, SDB, WDB, HAS)
Invoice and Statement Delivery
Advanced Accounting
Advanced Notifications
Advanced CRM
Project Management
Work Orders
Advanced Prepayments
Payment Plans
Advanced Document Numbering
Advanced Document Attachments
Advanced Descriptions and Pictures
Advanced Purchasing
Distribution Control Center
ShipRush Integration
Consolidated Shipping
Dispatch Management
Advanced Assembly BOMs
Advanced Item Tracking
Advanced RMA
Help Desk
Advanced User Management
Data Imports and Migration
Auto Create Dimensions
Learning Management Systen
Time Clock
Expense Sheets
Rental Management
Commissions Management

What Reporting Tools are you currently using? *

Today I would describe our reports as: *

Fully embedded into Business Central
Fully outside of the system with external tools
A mix of the two

Do you utilize Change Log Tracking or Field Monitoring? *

Yes
No, but we want to
No, and we are not interested

Do you currently use any AI or Predictive Analytics in your reporting solutions?

Yes
No, but we want to
No, and we are not interested

Check all that apply related to your Customer Invoicing Process *

We currently send invoices manually (snail mail)
We currently send invoices via email
We email customer statements monthly
We have recurring orders and/or invoices
We would like to automatically send late invoice/payment reminders

Check all ISD Functions that you are interested in: *

Sending Invoices - Automatically on Post, From a Dashboard, or from a Job Queue
Sending Credit Memos - Automatically on Post, From a Dashboard, or from a Job Queue
Sending Customer Payment Receipts - Automatically on Post, From a Dashboard, or from a Job Queue
Sending Statements - Scheduled on a Job Queue or From a Dashboard
Automatically Attach Invoice Copies when Sending Statements
Sending Internal AR Aging Reports via Email Each Day
Utilizing the Recurring Order/Invoice Functionality

Do you currently use any tools to allow your customers to pay online with a link, login to a portal, view invoices, save payment methods, enabled autopay, etc.

Yes
No

Which AR Automation Tool are you currently using? *

Paystand
iSolutions
EBizCharge
ConnectBooster
Versapay
Other (Not Listed)

Would you like to learn more about how AR Automation Tools can help decrease your Days Sales Outstanding (DSO), get paid quicker, reduce payment friction with clients, and reduce your transaction fees? *

Yes
No

Do you currently print checks? *

Yes
No'

Which banks do you need to print checks from? *

Do you currently use ACH Export Functionality? *

Yes
No, but we want to
No, and we are not interested

Please Mark All Advanced Notifications that you are currently interested in: *

Pop Up Notes
Event/Activity Driven Notes
Ad Hoc User Notes on Documents
Job Queue Failure Notifications
Credit Limit Notifications

Are you currently using ShipRush independent of Business Central? *

Yes
No

Do you currently use the out-of-box Business Central Prepayment Functionality? *

Yes
No

We require prepayment tracking at a.... *

Vendor Level
Purchase Order/Invoice Level
Customer Level
Sales Order/Invoice Level
Job Level

Do you pay vendors in multiple currencies?

Yes
No

Client Industry *

Are you currently using the jobs module? *

Yes
No

How long do projects typically last? *

Do your projects have phases and tasks that need to be assigned to members of the project? *

Yes
No

Do you require that your clients prepay for projects *

Yes
No

Is your billing T&M based or Milestone Based *

Time and Materials Based
Milestone Based
A combination of both

How to you need your labor costs allocated? *

Based on Payroll Data
Loaded rate based on resource

Do you bill your clients for materials, labor, and/or expenses? *

Material
Labor
Expenses

Do materials spend more than a few days in house (WIP) *

Yes - we have to calculate WIP
Yes - because it is our only options
No

Do you use timesheets from employees or 1099 employees *

Yes - Both
Yes - Employees Only
Yes - 1099s Only
No

Do you use purchase invoices to record and pay contractors for their time? *

Yes
No

Do you pass through expenses at cost, or mark them up? *

Pass through expenses at cost
Pass through expenses with markup
Pass through is a combination of both depending on the project
We do not bill expenses back to the client

What do you currently use to track your sales leads and opportunities? *

How many Sales Reps and Managers will be using the system *

Do you have any custom CRM workflows today? If so, please describe them below. *

How do you currently track your CRM Pipeline? *

Describe your process of tracking tasks, calls, meetings, and emails in your system today. *

Please check the below if they are a requirement for your CRM *

Email and Marketing Automation
Task Tracking
Quoting
Rep and Manager Dashboarding
Outbound Email Integration
Inbound Email Tracking

Would you like to learn more about how we can streamline your AR and AP Processing and help get paid faster, reduce transaction fees, and give your customer and vendors more visibility and self management capabilities?

Yes
No

Related to your Vendor Payments - Please Select all that Apply:

We currently pay vendors directly out of Business Central
We use a 3rd Party Tool to Pay Vendors External to Business Central
We Pay Vendors in Multiple Countries
We have Multi-Currency Requirements for Paying Vendors
We currently use the batch ACH NACHA Export Function from Business Central and then load that file to our bank

Related to your Customer Payments - Please Select all that Apply

We currently manually apply all customer payments that we receive
We currently utilize a 3rd party application to collect payments from customers, but it does not integrate with Business Central
We currently utilize a 3rd party application to collect payments from customers, and it is fully integrated to Business Central
We would like to reduce our transaction fees
We would like for customer payments to automatically apply and close out Customer Ledger Entries
We would like to add "Pay Now" Links to our Invoices and Emails
We would like to enable Auto-Pay for our Customers
We would like to have a portal where customers can self manage payment methods
We would like to have a portal where customers can see their invoice and payment history

Please describe any additional requirements or requests not mentioned above *

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