Acterys

FEBRUARY 11, 2025

Approval workflows to validate changes and maintain a clear audit trail. ” Streamlined Workflow Automation : Built-in workflow tools simplify approval processes and improve accountability, making it easier to manage complex business operations. The Benefits: Immediate updates across all dashboards.

Approval Workflows 130

Approval Workflows audit Government B2B 130

Accounting Insight

JUNE 2, 2025

With the help of an automated, AI-powered Purchase-to-Pay (P2P) solution, a great deal of strain can be taken off the shoulders of finance staff, reducing the administrative and security-related duties they would otherwise need to take care of when it comes to Accounts Payable.

Finance 52

Finance accounts payable Technology accounting and finance 52

Accounting Insight

MARCH 19, 2025

By introducing customisable workflows and automating key processes, we’re empowering businesses to improve efficiency, reduce errors, and stay compliant with ease. At AccountsIQ, our focus is on growing businesses, multi-entity groups, and the accounts that serve them. You can register for your free ticket here.

Approval Workflows 52

Approval Workflows accounting and finance Finance audit 52

Xero

APRIL 24, 2025

That’s why we’re always looking for ways to make it easier for you to streamline your accounts payable and make cash flow management trouble-free. Our new online bill payments feature simplifies accounts payable by bringing bill management, payment processing (powered by BILL) and reconciliation together in Xero.

accounts payable 105

accounts payable Approval Workflows accounting and finance management accounting 105

MineralTree

APRIL 4, 2024

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?

Approval Workflows 52

Approval Workflows NetSuite AP Automation Technology 52

CPA Practice

NOVEMBER 14, 2023

13-15, more than 2,500 accountants learned about many new product and feature innovations that will help them serve their clients through the QuickBooks Online ecosystem. Our 2023 event doubled down on how AI-driven innovations can help accountants and the small businesses they serve gain insights to make more informed business decisions.

quickbooks 119

quickbooks E-commerce Approval Workflows accountant 119

CPA Practice

SEPTEMBER 23, 2024

Accounts payable and receivable platform Melio has rolled out several new features for small and medium-sized businesses and accountants to automate processes, boost control of payments, and improve cash flow management. All plans offer accounts payable and receivable options, fast and deferred payments, and flexible payment options.

Approval Workflows 98

Approval Workflows accounts payable accountant accounted 98

CPA Practice

AUGUST 26, 2024

This can be frustrating, but even more so in the summer, when there are more family trips and activities we want to spend time on — and not spending time completing repetitive accounting tasks. Chief among the uses for automation in accounting are functions like accounts payable, accounts receivable, and spend & expense management.

Technology 115

Technology accountant accounted Account 115

Airbase

NOVEMBER 2, 2023

Virtual cards are a game-changer for accounts payable departments. But when a virtual card payment program is backed by powerful software and accounting automation, the advantages extend far beyond the ease of online purchasing. But the software behind the transaction creates the magic, and in Airbase, it comes down to the workflows.

accounts payable 130

accounts payable accountant accounted Account 130

CPA Practice

AUGUST 28, 2024

After voting by the awards committee panel each year, the top five products are presented as winners of the Tax and Accounting Technology Innovation Awards. as they promise to dramatically improve client services, firm management, small business accounting and many other areas of operations.

Technology 124

Technology accounting firms accountant accounted 124

Airbase

FEBRUARY 23, 2023

Approval workflows: Customizable approval workflows ensure that the appropriate individuals approve POs and invoices before payment is made. Security: It’s more important than ever to look for robust security features to protect sensitive data, such as encryption and multi-factor authentication.

Approval Workflows 130

Approval Workflows Technology general ledger AP Processes 130

Airbase

DECEMBER 5, 2023

In Airbase, automated approval workflows guarantee adherence to company policies. Implementing automated approval workflows guarantees adherence to policies. 8) Submit the report to the appropriate department or supervisor for approval. It can be unclear who should approve something first.

Approval Workflows 130

Approval Workflows Expense Management Entertainment Technology 130

CPA Practice

AUGUST 28, 2024

Forwardly 2024 CPA Practice Advisor Innovation Award Winner [link] Forwardly exemplifies innovation in accounting as the first B2B real-time payment solution in the USA, transforming financial management for small businesses and accounting professionals.

Technology 105

Technology Approval Workflows accounting and finance quickbooks 105

Airbase

NOVEMBER 15, 2023

Accounts payable (AP) refers to the series of steps that companies take to pay their bills. It requires the safe handling and recording of funds transferring from the company’s bank account to suppliers and vendors. The importance and evolution of accounts payable. Traditional benefits of accounts payable automation.

AP Automation 130

AP Automation Technology accounts payable Accounts Payable Automation 130

MineralTree

OCTOBER 19, 2023

Accounts payable (AP) is a critical business function, responsible for protecting cash flow, maintaining good relationships with vendors, and ensuring compliance with financial regulations. Modern accounts payable software solutions can help businesses transform their AP function, automate AP processes, and overcome manual inefficiencies.

accounts payable 75

accounts payable AP Automation AP Processes Approval Workflows 75

Airbase

JANUARY 13, 2023

3-way match is a process used in accounts payable to ensure that invoices are accurately matched to the correct purchase order and corresponding goods received note (also called the receiving report). Automated approval workflows. Does invoice automation help with 3-way match? 3-way matching.

Technology 130

Technology Approval Workflows NetSuite Spend Management 130

Xero

AUGUST 29, 2023

While there is technically an audit trail when the review and approval expenses take place via email, getting access to these sources of information can be a completely different story. There also needs to be a clear approval workflow outlined for employees. At the same time, you want to make expense reporting simple.

Approval Workflows 98

Approval Workflows general ledger Expense Management audit 98

Airbase

OCTOBER 25, 2023

This is why we’re seeing intake solution providers adding accounts payable automation to their offering. IDC recognizes the importance of this new approach: “Guided procurement applications provide an inviting approval workflow that is easily understood by all stakeholders in the approval chain.

accounts payable 130

accounts payable AP Automation Approval Workflows Technology 130

Accounting Insight

MAY 26, 2023

Cloud accounting business iplicit and global Software as a Service business Lightyear have joined forces to provide an accounts payable solution that can drastically cut the time and costs involved in the manual accounts payable process. The announcement was made ahead of the accountancy and finance conference Accountex London.

Accounts Payable Automation 72

Accounts Payable Automation Technology accounts payable accountant 72

Lockstep

JANUARY 17, 2023

The Lockstep Team is excited to share some of the latest updates to the world’s first shared inbox designed for accounting, Lockstep Inbox. Collaborating across the accounting team has never been easier with @Mentions. Collaborating across the accounting team has never been easier with @Mentions. Approval Activity Improvements.

Approval Workflows 87

Approval Workflows accountant accounted Account 87

CPA Practice

JULY 24, 2023

Administrators can set up approval workflows and custom rules, providing structure for employees and simplifying the reconciliation process for accountants. Expenses consolidates tools and minimizes the risk of error when reimbursing employees for out of pocket expenses.

Expense Management 94

Expense Management Expense Reimbursements Approval Workflows payroll 94

CPA Practice

AUGUST 7, 2023

Administrators can set up approval workflows and custom rules, providing structure for employees and simplifying the reconciliation process for accountants. Expenses consolidates tools and minimizes the risk of error when reimbursing employees for out of pocket expenses.

Expense Management 94

Expense Management Expense Reimbursements Approval Workflows payroll 94

Airbase

MAY 15, 2023

As companies grow, the number of stakeholders in the purchasing process increases, which makes approval workflows and oversight responsibilities more complex. The challenge is building an accounts payable process that captures all required information, ensures compliance, and doesn’t slow down employees.

Approval Workflows 130

Approval Workflows Legal accounts payable audit 130

MineralTree

NOVEMBER 2, 2023

Accounts payable is a foundational function that ensures organizations maintain accurate invoices, payments, and vendor relationships, while making bill payments on time. However, amidst today’s rapid and intricate business transactions, particularly in high volumes, managing accounts payable processes can pose significant challenges.

accounts payable 81

accounts payable audit AP Automation auditor 81

CPA Practice

DECEMBER 17, 2023

Accounts Payable (AP), in particular, has become ground zero as liquidity and cash flow become even more indispensable. For those who have begun, the most digitized AP task is invoice approval/workflows (71%), followed by invoice data capture and coding (66%), payment execution (58%) and payment authorization (58%), among others.

AP Automation 132

AP Automation Finance AP Processes accounting and finance 132

MineralTree

AUGUST 24, 2023

Are you relying on the current accounts payable (AP) workflow in QuickBooks Desktop or Online to manage your financial operations? The QuickBooks AP workflow includes tasks like invoice receipt, data entry, approval, and payment required to manage AP within the software. Does QuickBooks have automated workflows?

accounts payable 70

accounts payable quickbooks AP Automation AP Processes 70

MineralTree

SEPTEMBER 7, 2023

Accounts payable (AP) teams have long struggled with manual invoice approvals that involve chasing down signatures and slogging through mountains of paperwork. But in today’s increasingly digital business world, many AP teams are turning to automation to enhance their workflows — and the invoice approval process is no exception.

Approval Workflows 77

Approval Workflows AP Processes Technology quickbooks 77

Airbase

JUNE 30, 2023

Balancing the competing demands of tighter budgets, environmental accountability, and business necessity requires greater visibility into travel arrangements. Money goes straight to their bank account. Research from TravelPerk shows that every dollar spent on travel leads to $12.50 in additional revenue.

NetSuite 130

NetSuite Expense Management Approval Workflows accounting and finance 130

CPA Practice

NOVEMBER 14, 2023

used its annual QuickBooks Connect user conference in Las Vegas to announce QuickBooks Bill Pay , a new solution fully integrated within QuickBooks that transforms bill pay for businesses and delivers accounts payable automation. Intuit Inc. Intuit is the maker of TurboTax , Credit Karma , QuickBooks , and Mailchimp.

quickbooks 111

quickbooks AP Automation Accounts Payable Automation Approval Workflows 111

Airbase

APRIL 4, 2023

TL;DR: In the wake of a banking crisis, cyberattacks are on the rise, especially relating to change of accounts. Since the crisis, there has been a mass movement to open new bank accounts by companies that relied on SVB. Be cognizant that threat actors may use personal social media accounts or text messages to contact you.

Approval Workflows 130

Approval Workflows accounting and finance accounts payable Account 130

PYMNTS

NOVEMBER 3, 2020

The partnership will afford companies the ability to streamline end-to-end workflows with a single software solution, allowing for reductions in manual work, expenses and risk that come with cash use, according to the release. With APS ClickToPay, companies can have customer invoices paid directly to accounts receivable.

B2B 88

B2B AP Automation accounts payable B2C 88

Accounting Seed

JANUARY 9, 2024

You can’t reach major business milestones if your accounting processes and technologies are outdated. Here are the top 5 tips for better accounting processes in 2024, and the ways Accounting Seed on Salesforce can support you along the way. How can Accounting Seed help? How can Accounting Seed help?

Technology 59

Technology accountant accounted Account 59

Airbase

MARCH 31, 2023

The customizable approval workflows and policies are extremely user-friendly/configurable to help meet our stakeholders’ and compliance requirements.” Ease of setup: 92 “Our favorite part about Airbase is how simple it is to set up and use for every stakeholder within our business, from individual sellers to the accounting team.”

AP Automation 130

AP Automation Spend Management Spend Management Platform Approval Workflows 130

Airbase

NOVEMBER 1, 2023

Creating an effective expense policy involves several key considerations: Policies should be clear and easily understood, with specific categories, spending limits, and approval procedures. They should align with the organization’s financial objectives and culture, while promoting accountability and compliance. 7) E-procurement tools.

Expense Management 130

Expense Management Technology NetSuite Spend Management 130

Airbase

NOVEMBER 1, 2023

Creating an effective expense policy involves several key considerations: Policies should be clear and easily understood, with specific categories, spending limits, and approval procedures. They should align with the organization’s financial objectives and culture, while promoting accountability and compliance. 7) E-procurement tools.

Expense Management 130

Expense Management Technology NetSuite Approval Workflows 130

Lockstep

JUNE 15, 2022

For B2B businesses, credit management is essential for accounts receivable (AR) management success. Your credit plan should cover rules, regulations, and procedures to manage daily operations, approval workflow, and resources. Accounts receivable automation elevates your payments strategy and reduces DSO by 30%.

Approval Workflows 91

Approval Workflows B2B Sales accountant 91

MineralTree

JUNE 1, 2023

Managing accounts payable can be a time-consuming and challenging task, especially for businesses with limited resources. Thankfully, the right accounts payable software can help businesses streamline their payment processes, reduce manual errors, and improve efficiency. This leaves room for ample efficiency gains and improvements.

accounts payable 75

accounts payable quickbooks AP Automation AP Processes 75