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SOLUTIONS
Core
Accounts Payable
Fixed Assets
Prepaid & Accruals
Add-on Solutions
Workflow
Approval Workflow
Expense Reimbursement
Purchase Requisitions
Remote Imaging
Invoice Inbox
Compliance
Vendor Management
Shareholder Management
Other Services
AvidPay
SUPPORT
Downloads
Latest Update Documentation
Software Updates
RESOURCES
Blog Posts
Training & Demos
Due Diligence Information
ABOUT
Contact Us
Request a Demo
Thank you for completing this discovery form before your demo.
This information will help us better understand your processes and how BankTEL can incorporate our Ascend features on the presentation.
Institution Name
*
Assets
*
# of Locations
*
# of Employees
*
Core System
*
Jack Henry
Symitar
FIS
CSI
Fiserv
Finastra
IBT
DCI
Other
Core System: In-House or Hosted?
*
In-house
Outsourced
If "Other", what is your Core System?
What are your goals for changing from your current solution/process?
*
Additional companies (holding, mortgage, etc.)
Current ACCOUNTS PAYABLE system
*
Describe in detail your invoice process (retrieval, entry, approval, processing, paying, etc.)
*
Do most invoices come directly to the accounting department or received directly by branches/departments?
*
Do invoices need approval before payment? If so, explain your parameters. (dollar limits, title, etc.)
*
Current FIXED ASSETS system (book or book & tax)
*
Current PREPAID/ACCRUAL system
*
Current process for managing employee EXPENSE REPORTS (personal and/or corporate cards)
*
Current VENDOR MANAGEMENT system
*
Current PURCHASE REQUISITION/ORDER system
*
Current SHAREHOLDER MANAGEMENT system (C-Corp or S-Corp)
*
SOLUTIONS
Core
Accounts Payable
Fixed Assets
Prepaid & Accruals
Add-on Solutions
Workflow
Approval Workflow
Expense Reimbursement
Purchase Requisitions
Remote Imaging
Invoice Inbox
Compliance
Vendor Management
Shareholder Management
Other Services
AvidPay
SUPPORT
Downloads
Latest Update Documentation
Software Updates
RESOURCES
Blog Posts
Training & Demos
Due Diligence Information
ABOUT
Contact Us
Request a Demo
APPS Login
Join a Session
Order Checks & 1099s