A flock of birds flying in the sky.

Cash, Bank & Tax

For over 35 years Professional Advantage have developed sophisticated complementary solutions for SunSystems. Automatically synchronising with SunSystems, users can gain control of their most important asset, money.

With easy-to-use and powerful payment management and collection tools: B4B Payments & Remittances; Bank Reconciliation; Collect Credit Control and Making Tax Digital.

Secure Cash Management

Professional Advantage’s Cash Management solutions drive down administration, improve data integrity and eliminates duplicate transaction handling. Both B4B Payments & Remittances and Bank Reconciliation are guaranteed to lower your transaction handling costs and improve your productivity.

B4B Payments & Remittances

B4B increases efficiency, mitigates risk, improves control giving you full visibility over your entire bank payment process by facilitating the automation of a broad array of complex global payment types, minimising any exposure to loss in your bank payment processes.

B4B provides a secure and seamless link between Infor SunSystems and your bank(s), wherever they are. Key features include PGP Encryption, sFTP automatic file upload and role segregation to assist with fraud prevention.

Download B4B Datasheet

International and domestic

Bank Reconciliation

Bank Reconciliation automates your reconciliation process to save time, reduces risk and improve accuracy.

Bank Reconciliation uses user defined matching rules to automatically match bank statements with transactions in the ledger, allowing you to reconcile your bank account(s) quickly, easily, and regularly, eliminating the need for unwieldy spreadsheets.

Maintain and control your current bank position with an audit trail report on all unmatched items so you can quickly identify, track, and resolve non-reconciled items immediately, across multiple accounts.

Download Bank Reconciliation Datasheet

Trail

Want to know if our Cash Management solutions are right for you?

Not sure whether our Cash Management solutions are right for you? Do you need to discuss your specific requirements? We would be more than happy to talk through your needs and discuss how our Cash Management solutions might be right for your company.

Simply fill out this form, and one of our expert advisors will get in touch.


Collect Debtor Management

Developed specifically for Infor SunSystems, Collect Credit Control automates and streamlines your credit control by automatically sending statements and reminder letters which reduces long term overdue amounts, brings immediate cost benefits, and improves productivity.

Customisable for each user, Collect can generate a daily activity list with a record of all customer communications, export to multiple document formats and drill down to invoices and images. A comprehensive tool with a proven record to reduce your DSO.

Download the Collect Datasheet

Streamline

Making Tax Digital (MTD) for SunSystems

MTD is a system that has been designed specifically for Infor SunSystems users and offers real time, flexible, direct extraction of VAT related values from your ledger*. There is also the choice of using MTD purely as an Excel ‘bridging’ solution.

Automating the link between Infor SunSystems and HMRC users can extract data directly from Infor SunSystems into a fully auditable digital tax compatible format, rather than an Excel spreadsheet, the need to re-key data and reducing the risk of costly errors. Manage your VRN’s and view all your VAT obligations past and present from within this one module.

*direct extraction is available for on premise sites and Infor SunSystems Cloud MT (coming end 2024) only. For Infor SunSystems Cloud ST clients, MTD is available as an Excel bridging solution.

Download the MTD Datasheet

Managing tax

In partnership with Professional Advantage Logo

Touchstone Logo
Contact