Webinar Series #85 – Learn how to process Accounts Receivable payments in CloudSuite Distribution using the AR Lockbox functionality.

When: August 18, 2026 2:00 pm

Join Us August 18, 2026 2:00 pm

Agenda

Learn how to process Accounts Receivable payments in CloudSuite Distribution using the AR Lockbox functionality

Presenter: David Rumsch

Sr. Business Consultant
David.Rumsch@nsacom.com

Dave has worked with NSA since 2013 as a Senior Business Consultant.  Dave has 38 years experience in Wholesale Distribution, including 34 years working with Infor’s SX.enterpise and Cloudsuite Distribution software.  Dave worked for Infor Global Solutions and predecessors for 16 years, in the roles of Senior Business Consultant, Systems Integration Account Manager and Special Projects Manager, working with customers in the US, Canada and Australia.  Dave is a retired CPA in the states of Florida and Georgia.  Dave has worked with Infor’s SX.enterprise Distribution software in all versions:

 

  • Character (Trend)
  • Graphical (SX.e GUI)
  • WebUI on premises
  • CloudSuite Distribution (CSD)

 

Key Areas

  • Manage implementation and upgrade projects from kick-off to post go-live support
  • Lead special projects
  • Provide business analysis and re-engineering
  • Document business processes and workflows
  • Develop policies and procedures; develop training documentation
  • Train customers on Cloudsuite Distribution:
  • Accounting Functions
    • Accounts Receivable
    • Accounts Payable
    • General Ledger
    • Lockbox
    • Positive Pay
  • EDI transactions (Vendor and Customer)
  • Report Scheduler

HOST: Glenn Bell

Vice President, Strategic Partnerships at NSA
Email: glenn.bell@nsacom.com

Glenn Bell is Vice President of Strategic Partnerships at NSA Computer Exchange, where he leads the company’s NSA Plus partner portfolio and strategic relationships with industry-leading technology providers.

With more than 25 years of experience supporting technology solutions for the distribution industry, Glenn works closely with software vendors, internal leadership, and customers to identify technologies that help distributors improve operational efficiency and business performance. He leads partner strategy, vendor relationships, and collaborative go-to-market initiatives that expand the value NSA delivers to its customers.

Drawing on his technical background and business leadership experience, Glenn focuses on building strong partnerships, evaluating emerging technologies, and helping customers make informed decisions that support their long-term success.

Key Takeaways

  • Methods to import files from your partners
    • Bank
    • Automation Partners
    • Direct from large customers
  • Migrating Existing SX.e Users to CSD
  • Processing and editing these transactions in CSD
  • Applying payments to open Accounts Receivable transactions  
  • Posting transactions into the General Ledger
  • Reconciling updated transactions to deposits into your bank accounts

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