Get Maximum Impact When Acquiring Exemption Certificates
Reports: Acquiring certificates in a timely fashion is crucial when proactively managing exemption certificate compliance. TEAMS Express and LineLink make it easy to monitor the flow of incoming new and updated exemptions within your exemption certificate processes and minimize risk and exposure. The “Certificate by Date ” Report provides the basis for measuring certificate flow so that you can take appropriate action before trouble occurs. The report documents when new or updated certificates were processed into TEAMS Express. As with all reports, you can specify a variety of criteria for selecting and organizing your data including date range, geographic coverage by state and more. With these metrics in hand, you can identify periods or regions where compliance is lacking. Furthermore, you can use LineLink to match up the reported data with your exempt sales reports for a specified time period and gauge the effectiveness of certificate acquisition at the time of sale. The possibilities are endless.
Using Barcodes: Adding barcodes to certificate requests for expiring exemptions is quick and easy within TEAMS Express. These barcodes automate the receipt of exemption certificates submitted by customers and allow them to be properly captured more quickly for review and indexing as it automatically matches up certificates received with your customer demographic information.
If you have additional questions about these productivity features, please contact Sales for additional information.