INSIDE THE GLASS BOX

A SyteLine Newsletter with a Finance Lens

A newsletter designed to provide finance professionals with clear, actionable insights into SyteLine ERP’s financial tools and features. Each issue offers an in-depth exploration into one SyteLine feature, and includes tips for streamlining related financial workflows, and real-world best practices.

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To Learn More About the Finance Lens and Why it Matters ...

Mastering Budgets in SyteLine®

Let’s talk budgeting in SyteLine! Once you’ve created your budget—whether based on historical data, forecasts, or a mix of both—the next step is tracking it effectively. SyteLine offers several tools to manage and track budgets, and I’ve just launched my first SyteLine Insights with Stacey video ...

Dec 04, 2024

Thanksgiving Cheers!

Oh, and Your 5-Week Guide to Year-End SyteLine Success It’s that time of year again—full of wrapping up the old and planning for the new! For those of us on a calendar-year basis, the weeks ahead are packed with tasks like rolling standard costs, updating pricing, budgeting, and prepa...

Nov 27, 2024

Finance Charges - A SyteLine How-To

Thought a simple "How-To" was in order! Let's simplify the process of managing finance charges on overdue debts in SyteLine. Whether you're dealing with a handful of late payments or managing a large volume, here's a quick guide to get you started with the essentials. 1. Setting Up Finance Charge...

Nov 12, 2024

Promo Mojo: Price Promotions in SyteLine

This week, I’m excited to dive into a feature in SyteLine that can significantly boost your promotional efforts—Price Promotions. Now, if you’ve been using SyteLine for a while, you’ve probably come across the form that handles both Price Promotion and Rebates. Today, though, we’re zeroing in on ...

Nov 05, 2024

Hello Again, Fresh from LA!

It’s so great to be back after an amazing three weeks away from the office! I’m thrilled to say that while I was out, Inside the Glass Box was delivered without a hitch, thanks to a little automation magic. Most of you know I took some much-needed vacation time, then swung by LA for an inspiring ...

Oct 29, 2024

A Client's SyteLine Transformation

I believe receiving feedback from clients is so important. Hearing what works well, and ideas for improvements, helps me stay focused on what clients need and want. And while a use case may not always translate exactly, I'm also a huge fan of sharing ideas and having discussions about how other ...

Oct 22, 2024

Variance Victory: Mastering Job Costs in SyteLine

In the fast-paced world of manufacturing, keeping a close eye on job variances is key to maintaining profitability and ensuring everything runs smoothly. If you're using SyteLine, or CloudSuite Industrial (CSI) as it's also known, understanding these variances—especially in a standard cost enviro...

Oct 15, 2024

Key SyteLine Tips You Need to Know

Today we’re zeroing in on a few essential SyteLine (CloudSuite Industrial) settings that are either overlooked, taken for granted, or simply not used properly—but can make a huge difference in your financial accuracy and overall system efficiency. Let’s quickly highlight what you should be payi...

Oct 08, 2024

The Finance Lens in SyteLine: Why It Matters

I was in San Diego recently, scratching another ballpark off the list and, of course, chatting with the folks around me (if we've met, you won't be at all surprised by that!). I was trying to talk baseball, but instead, I got asked that age-old question, "So, what do YOU do?" I played along and g...

Oct 02, 2024

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INSIDE THE GLASS BOX

A SyteLine Newsletter with a Finance Lens

New to Inside the Glass Box?

Start Here!

To Learn More About the Finance Lens and Why it Matters ...

🗳️ Virtual Suggestion Box

Your input helps us make Inside the Glass Box even better. Thank you!

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