M3 Concierge is now part of CoreSelect. If you haven’t tried it yet, the best way to start is small. Pick a task you already do every week, ask M3 Concierge to handle it, and see how many clicks you save.
Here are six good places to start. For anything that changes a record, M3 Concierge tells you exactly what it’s about to do and waits for you to confirm.
1.) See what’s waiting on you
Start your day by asking M3 Concierge what needs attention, instead of filtering through invoice screens or running a report. Open the M3 Concierge sidebar in CoreSelect and ask:
“What invoices are pending approval?”
“Show me overdue invoices from Harbor Foods.”
This is a good way to get comfortable with M3 Concierge, because nothing changes. It only looks things up.
Good first step: Ask M3 Concierge for your pending approvals first thing tomorrow morning.
2. Approve and post invoices
Once you know what is waiting, you can act on it from the same place.
“Approve invoice 10482.”
“Post the approved invoices for the Lakeside property.”
M3 Concierge finds the invoices, checks that they’re eligible, and lists exactly what it’s about to approve or post. Look over the list, then confirm.
Good first step: Use it for a handful of routine invoices you would normally approve one screen at a time.
3. Pay invoices and print checks
M3 Concierge can take you from an approved invoice to a printed check without switching screens.
“Pay invoice 10482 by check.”
“Show me checks pending print.”
For a payment, M3 Concierge asks for any details it needs, checks the outstanding balance, and confirms with you before submitting. For checks, it lists what’s waiting, gives you the print report, and lets you mark checks as printed once they’re done, so payment status stays accurate.
Good first step: Run your next check batch through M3 Concierge and mark the checks printed from the sidebar.
4. Post journal entries in a batch
Posting approved journal entries one at a time adds up, especially near close. M3 Concierge can post a whole batch at once.
“Post the approved journal entries for September at the downtown property.”
M3 Concierge tells you how many entries it will post and asks you to confirm. It follows the same rules as the standard screens, so an unbalanced entry or one in a closed period is skipped, and you get a clear result for each entry. M3 Concierge posts entries your team has already prepared. It doesn’t create or edit them.
Good first step: Try it on your next set of recurring month-end entries.
5. Keep vendor details current
Small vendor updates shouldn’t mean opening the full vendor screen.
“Update the phone number for Coastal Linen Services.”
M3 Concierge can update a vendor’s name, phone number, email, entity, and 1099 type, and it confirms the change before saving. For anything sensitive, like bank details or a Tax ID, and for setting up a new vendor, M3 Concierge takes you straight to the secure vendor form. That information never appears in chat.
Good first step: Use it the next time a vendor sends you a new contact email.
6. Ask how to do something in CoreSelect
M3 Concierge also answers questions about CoreSelect itself, using M3’s official documentation. Instead of searching help articles or opening a ticket, just ask.
“How do I void a payment?”
“What are the steps to close a fiscal period?”
Good first step: The next time you’re stuck on something in CoreSelect, ask M3 Concierge before you look anywhere else.
A few tips for your first week
- Be specific. Include the invoice number, vendor, property, or date when you have them. The more detail you give, the faster M3 Concierge finds the right records.
- Read the confirmation. M3 Concierge always shows you what it’s about to do. Take a second to check it before you confirm.
- Start with routine tasks. Save the unusual transactions for later, once you’re comfortable with how M3 Concierge works.
- Share feedback. If something doesn’t work the way you expect, let us know. Your feedback shapes what M3 Concierge does next.
Need help getting started? Reach Out!
