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How to Improve the NetSuite Invoice Approval Workflow

MineralTree

Creating an invoice approval workflow in NetSuite can streamline this cumbersome procedure for organizations that use NetSuite as their ERP. Automation lets you set up custom workflows that automatically route invoices through the various steps of approval. What is the NetSuite invoice approval workflow?

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Invoice Automation: What you need to know.

Airbase

Invoice automation software can automate this process, and, in addition, some software allows you to create custom validation rules and workflows that can be used to ensure that all three documents match before the invoice is processed. Automated approval workflows. 3-way matching. Cloud-based solutions.

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Destination efficiency: Why effective business travel management is crucial today.

Airbase

Finance no longer has to chase down receipts since all documentation, including detailed invoices with all travel details, automatically syncs to Airbase. When they do, they lack the deep integration Airbase has with ERPs like NetSuite and Sage Intacct. This eliminates the need for finance to reconcile travel expenses between systems.

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Top 12 expense management tips for businesses in 2024.

Airbase

With Airbase, the system enforces compliance with automated approval workflows. In Airbase, all supporting documentation, including any email conversations sent with the invoice, is stored in the transaction file, ultimately streamlining financial operations and improving compliance in the event of an audit.

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Top 12 expense management tips for businesses in 2024.

Airbase

With Airbase, the system enforces compliance with automated approval workflows. In Airbase, all supporting documentation, including any email conversations sent with the invoice, is stored in the transaction file, ultimately streamlining financial operations and improving compliance in the event of an audit.

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File-Based Integration vs. API: The Difference for AP Teams

MineralTree

Features like automated invoice processing and payment approval workflows streamline AP processes both in a top-level or entity-level structure. QuickBooks MineralTree’s integration with QuickBooks streamlines the AP process by automating invoice capture , approval workflows , and payment processing.

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AP automation best practices for 2024 and beyond.

Airbase

8) Streamlined workflow configuration. Assessment and mapping: Integration with financial systems: Document capture and validation: Exception handling: Mobile accessibility: Real-time notifications: Audit trails and reporting: Integration with payment systems: Continuous improvement: Early -payment discounts: 9) Leverage real-time analytics.