The SyteLine® Journal | Weekly Newsletter from Glass Box Consulting

A weekly, behind-the-scenes look at what’s really working in SyteLine^® finance.

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Invoice Before You Ship? Yes, Absolutely.

Today we're going deep on Progressive Billings. Understanding how Progressive Billings work can significantly enhance your business operations. Let's explore how this functionality is tied to customer orders and the various forms used to manage it effectively. What Are Progressive Billings? Progr...

Jul 29, 2025 open credit prepay progressive billing

Meet the Invoice Register Report

Okay, confession time.Last week, I shared a list of A/R essentials—yet somehow managed to leave out my favorite report. Like a… top tier, don’t skip it, use it regularly kind of report. I could pretend I was saving it for its own spotlight (which it absolutely deserves). But the truth is, I just ...

Jul 22, 2025 invoicing reports

A/R Essentials You Might Be Missing

Over the last few weeks, we’ve taken a fresh look at the Accounts Receivable side of SyteLine®—not every form or scenario, but enough to provide a solid foundation and get you thinking about how you're using (or not using) some of the features highlighted. Here's what we covered: How to set up c...

Jul 15, 2025 back to basics reports utilities

Let's Start A Conversation

This week, I want to take a step back from the SyteLine® tips and basics and talk about something that doesn’t get said enough: Not all consultants are created equal—and not all businesses need the same kind of support. Some of you are working with big firms. Some of you use solo consultants. Som...

Jul 08, 2025 consultant partnership

Cash Receipts: More than a Deposit

This week’s Journal dives into how cash receipts work, what options are available, and a few things you might not know you can do. Ready. Set. Go ... Payment Entry Options Using the A/R Payment Import Workbench Whether you're pulling a lockbox file from your bank, a third-party export, or a cus...

Jul 01, 2025 back to basics cash receipts customer deposits

How Do You Invoice in SyteLine®?

Last time, we dove into Avalara and how to utilize the Tax Interface Invoice Tax Credit (which, yes, is a mouthful). But before you get to all that tax logic… you need an invoice. So, let’s back up a step. How do you generate an invoice in SyteLine®? Turns out, there are quite a few ways. Some ar...

Jun 24, 2025 back to basics invoicing returns

Sales Tax Integration ... Avalara Edition

If you’re using the Avalara tax interface that comes with SyteLine®—not just the standard tax setup—this one’s for you. Let’s be real: sales tax is one of those things that feels like it should be simple. But the second you start selling across multiple states (or even just shipping to them), it ...

Jun 17, 2025 avalara back to basics sales tax

Getting Customers Right in SyteLine®

We're kicking off the Back to Basics series, and while this might not be the very first place every finance team starts, it’s where I’m choosing to begin: the Customers form. Why? Because so much of what happens in SyteLine® starts here. Orders, shipments, invoices, payments—it all ties back ...

Jun 10, 2025 back to basics customers

Fundamentals Still Matter in SyteLine®

It’s funny how things shift over time. A year ago, I was knee-deep in technical SyteLine® projects—building dynamic Excel and Power BI reports, learning new coding tricks, merging external data with SyteLine® output. And I loved every minute of it. That kind of challenge lights me up. If you’d as...

Jun 03, 2025 back to basics

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As used on this website, the terms “SyteLine”, “CloudSuite Industrial”, “CSI”, and “Infor” are the intellectual property of Infor Global Solutions or their affiliates. Glass Box Consulting is not affiliated with Infor Global Solutions or any other ERP vendor. All trademarks and service marks are the properties of their respective owners. All references to these properties are made solely for educational and editorial purposes.

A weekly, behind-the-scenes look at what’s really working in SyteLine^® finance.

Never miss a post—get The SyteLine^® Journal delivered to your inbox every week.

THE CLOSE CHECKLIST

Your CFO-Approved Guide to Period-End

In an Excel Template

A weekly, behind-the-scenes look at what’s really working in SyteLine® finance.

Never miss a post—get The SyteLine® Journal delivered to your inbox every week.

THE CLOSE CHECKLIST

Your CFO-Approved Guide to Period-End

In an Excel Template

A weekly, behind-the-scenes look at what’s really working in SyteLine^® finance.

Never miss a post—get The SyteLine^® Journal delivered to your inbox every week.