Lockstep

JANUARY 17, 2023

We have enhanced the approval process, adding in several requested features, making your job a lot easier. Improved approval email. Approval processes have been simplified for everyone thanks to the enhancements Lockstep Inbox has implemented in its approval workflow. Multi-level approval workflow.

Approval Workflows 79

Approval Workflows account accountant accounted 79

CPA Practice

MAY 26, 2023

It also allows agencies to simplify the process of placing, managing, and expediting purchase orders and create customized approval workflows based on roles, departments, or other criteria.

NetSuite 52

NetSuite Government general ledger accounting and finance 52

Airbase

MARCH 31, 2023

The customizable approval workflows and policies are extremely user-friendly/configurable to help meet our stakeholders’ and compliance requirements.” It seems they value our feedback and want to put our requested updates in their product roadmap.” Meets requirements: 95 Airbase users give us top marks. “The

AP Automation 130

AP Automation Spend Management Spend Management Platform Approval Workflows 130

Airbase

APRIL 18, 2023

Airbase’s approval workflows have always routed requests to the appropriate spend approvers, but now additional stakeholders can maintain oversight and participate in approvals without ever leaving the software environments they rely on. IT teams might use Jira and OneTrust, legal teams might use Ironclad and DocuSign.

Modern Spend Management 130

Modern Spend Management Spend Management audit Approval Workflows 130

PYMNTS

NOVEMBER 2, 2020

To automate AP workflows, Palette's AP Automation for Aptean harnesses robotic process automation (RPA). The intuitive dashboard of Palette offers a full summary of vendor invoices as well as their status in the approval workflow in addition to outstanding payables.

AP Automation 56

AP Automation accounts payable Approval Workflows AP Processes 56

Accounting Insight

APRIL 26, 2023

In SuiteFiles , accountants can request files from their clients which automatically save in to their folder structure. How about document approvals? If not, evaluate your document approval workflows. Do they have visibility of everything in review and are they able to edit without making copies?

Approval Workflows 59

Approval Workflows account accountant accounted 59

Xero

APRIL 16, 2023

It automatically extracts data line-by-line from supplier bills or purchase orders and integrates them directly into the approvals workflow, eliminating manual data entry. Another great option is Lightyear , which focuses on automating Purchasing and Accounts Payable. It can also link into point-of-sale and inventory as needed.

accounts payable 66

accounts payable payroll Approval Workflows Agriculture 66

Airbase

APRIL 4, 2023

We’ve rolled out two new features which provide extra support to our vendor portal and security features: Approval workflow for vendor payment detail changes. Airbase will now allow you to require approvals for changes to vendor payment details so that a single employee cannot update payment details by themselves.

accounting and finance 130

accounting and finance accounts payable Approval Workflows account 130

PYMNTS

AUGUST 12, 2020

Also, the approval workflow is coded into the system, where exceptions are handled. As a result, administrators and approvers have a faster way to take care of problems. Finance administrators have less work because manual signatures aren’t required, paper files are taken out of the equation and invoice data can be searched.

AP Automation 69

AP Automation accounts payable Construction auditor 69

PYMNTS

DECEMBER 6, 2020

Procurement Partners also recently worked with CHAMPS Group Purchasing to let CHAMPS members access things such as ordering controls with more compliance with contracts, electronic order approval workflows and higher levels of transparency, which can result in savings of 10 percent or more, PYMNTS writes.

Approval Workflows 60

Approval Workflows Healthcare audit Technology 60

Lockstep

JUNE 15, 2022

Your credit plan should cover rules, regulations, and procedures to manage daily operations, approval workflow, and resources. The first step toward improving credit and collections is to develop a formal policy (your credit plan). Your credit plan should include a mission statement or well-defined company goal. .

Approval Workflows 84

Approval Workflows B2B account accountant 84

Withum

JUNE 16, 2022

The approval workflow can be modified to determine who reviews those outliers detected. You can customize fields through the configuration settings, which allow you to set specific thresholds for each journal. Each anomaly is flagged with an icon noting the issue so a resolution can be found quickly.

accounts payable 59

accounts payable general ledger Accounts Payable Automation Approval Workflows 59

PYMNTS

AUGUST 9, 2020

CHAMPS members will be able to access benefits like ordering controls via increased compliance with contracts, electronic order approval workflows and more transparency for any purchase, with the adoption of a P2P system enabling more automation and cost containment benefits.

AP Automation 58

AP Automation Approval Workflows audit B2B 58

PYMNTS

MAY 20, 2020

“With the CashWire-Workday integration, Workday users will be able to instantaneously create wires and monitor payment status in real-time as wires move through the CashWire approval workflow,” Haslam said, according to the release.

Approval Workflows 58

Approval Workflows B2B account management accounting manager 58

PYMNTS

OCTOBER 15, 2020

Singaporean FinTech Finaxar has announced the launch of its Flex by Finaxar program, which will work with Visa to help small- to medium-sized businesses (SMBs) unify spend, payables and receivables, according to a press release.

Spend Management 52

Spend Management Approval Workflows Spend Management Solutions Finance 52

PYMNTS

APRIL 19, 2020

Companies using TravelBank have access to the company’s tools to automate expense reports, provide detailed insights into what is being spent, and optimize approvals with one tap. Also, multi-level approval workflows can be implemented to help keep the stress off those in charge of the systems.

Expense Management 56

Expense Management Approval Workflows B2B 56

Accounting Insight

FEBRUARY 16, 2023

The benefits of managing expenses via company cards powered by clever expense management software include the following: Employees pay with their card, which has the company’s expense policy built in via a mix of spend limits and approval workflows, meaning better compliance and more opportunities to save.

payroll 59

payroll accounting and finance Spend Management Solutions Expense Management 59

Xero

NOVEMBER 15, 2022

With smart rules to automate expense categorisation and approvals, you’ll stay in control. ApprovalMax – Replace paper and email approvals with fully automated, multi-role and multi-tiered approval workflows so you can manage payments in and out.

E-commerce 84

E-commerce Approval Workflows payroll Sales 84

PYMNTS

NOVEMBER 3, 2020

"The Aptean integration gives companies using Aptean the opportunity to have a ‘touchless' accounts payable process as Palette not only gives organizations an optimized approval workflow, but takes the drudgery and inefficiency out of [purchase order] PO matching," Palette Software Director of Business Process Consulting Roxanne Imrick said in the (..)

B2B 88

B2B accounts payable AP Automation B2C 88

ThomsonReuters

APRIL 6, 2023

With the right tools and technology, you and your clients can: Reduce or eliminate manual data entry Confidently take on new business Standardize firm data and maintain consistency of financial statements across all clients Access real-time financial transactions and reporting to make informed business decisions Accounts payable workflow (..)

accounts payable 52

accounts payable account accountant accounted 52

PYMNTS

JANUARY 30, 2019

More than one quarter of businesses have already implemented some form of AP automation, whether it be invoice approval workflow software, cloud services, internet-based invoice and receipt submission, or otherwise. Yet, even with so much to gain, 59 percent of businesses have yet to implement any form of AP automation.

AP Automation 62

AP Automation accounts payable Accounts Payable Automation B2B 62

ThomsonReuters

APRIL 6, 2023

By eliminating the need for manual, paper-based workflows, businesses can increase the speed and accuracy of low-level, high-volume tasks. How to automate accounts payable Start by documenting your current accounts payable workflow.

Accounts Payable Automation 59

Accounts Payable Automation accounts payable account accountant 59

PYMNTS

NOVEMBER 10, 2016

The company said Bill.com Connect also simplifies and automates end-to-end bill pay and invoicing processes with electronic documents, approval workflows, network-based collaboration with vendors and customers and synchronization with accounting systems. Bill.com Connect closes the gap.

Approval Workflows 63

Approval Workflows accounting system Maine Gaming 63

PYMNTS

SEPTEMBER 23, 2016

According to NCR , with Business Banking Mobile, business owners will be able to securely access key financial tools on-the-go, including multi-TIN transaction history and transfers, approval workflows for wire and ACH templates and payments, token support, mobile notifications and end-user management.

Approval Workflows 70

Approval Workflows Texas Washington account management 70

Accounting Insight

JANUARY 18, 2023

For instance, digital approval workflow can reject invoices that are questionable quickly, and AI-based indexing can verify invoice numbers to eliminate duplicate payments. Even basic technologies and processes can go a long way in preventing disastrous outcomes for an organisation.

Finance 52

Finance accounting and finance audit Approval Workflows 52

PYMNTS

DECEMBER 26, 2018

“Blockchain will begin to emerge as a meaningful technology in use cases like auditing and approval workflows, where strict corporate processes must be adhered to for payment authorization. and exposing ‘money movement’ for what it really is: offsetting entries on both parties books.

B2B 80

B2B Approval Workflows audit Technology 80

PYMNTS

OCTOBER 21, 2020

The idea is to assist SMBs manage everything that is connected to spend in one platform that will allow them to manage expenditures in addition to creating request-approval workflows as well as tailored spend restrictions, among other features.

accounting and finance 52

accounting and finance B2B Approval Workflows Finance 52

PYMNTS

MARCH 22, 2016

MineralTree’s solutions fill a huge technology gap, as simple bill pay solutions cannot handle the complexities of multi-entity businesses and approval workflows.”. “Midsize companies want and need the functionality of an enterprise procure-to-pay solution but often cannot afford to make this a reality,” the new executive stated.

accounts payable 40

accounts payable Approval Workflows B2B account 40

PYMNTS

JUNE 1, 2016

“We give employees full freedom to get their job done, while allowing tight control on all spending through automated approval workflows,” said Spendest CEO Rodolphe Ardant in a statement. “Payments are one click away, but always in the hands of the CFOs.

Approval Workflows 40

Approval Workflows Expense Management Maine B2B 40

MineralTree

JANUARY 12, 2023

When evaluating solutions, it’s important to consider existing business rules, approval workflows and controls, and how these would translate to an automated environment. The first step of automating the payment workflow is to contact all vendors and provide them with an email address to send all invoices for automated capture.

AP Automation 79

AP Automation AP Processes accounting and finance accounts payable 79

PYMNTS

NOVEMBER 13, 2019

“Buyer companies need to be able to convert the data within those documents into a digitized workflow, where they can review, approve and better understand the related impact to their cash flows,” he said.

AP Automation 46

AP Automation accounts payable Accounts Payable Automation accounting and finance 46

MineralTree

APRIL 6, 2023

Streamlined Invoices Approval Workflows AP automation makes invoice approvals easy. AP staff no longer need to manually send reminders to decision makers regarding invoice approvals or payment authorizations.

AP Automation 63

AP Automation NetSuite quickbooks accounting and finance 63

PYMNTS

JUNE 30, 2016

While the majority of businesses surveyed (68 percent) said they currently use electronic strategies like document imaging and scanning, and more than half already use automated approval workflow and automated data capture, there are a flurry of automated tools that have yet to enter the AP department.

accounts payable 41

accounts payable AP Automation accounting and finance Approval Workflows 41

PYMNTS

AUGUST 15, 2016

By adopting ePayments and automating your AP process, you can pay vendors electronically, while maintaining all of your banking relationships and approval workflows,” according to AvidXchange. “If your company is still making payments with paper checks, you’re not capitalizing on today’s best practices.

accounting and finance 40

accounting and finance AP Automation Approval Workflows AP Processes 40

Snyder

DECEMBER 21, 2022

It offers an extensive set of features, including: One-click receipt scanning; Corporate card reconciliation; Multi-level approval workflows; Audit and compliance; PCI security; What-If Scenarios; Forecasting. Expensify integrates with QuickBooks, Xero, Sage, and other apps.

accounting and finance 72

accounting and finance quickbooks NetSuite E-commerce 72

Xero

JULY 11, 2022

Please note: there are no changes to the approval workflow for team manager roles processing timesheets for payruns on web or mobile. . You’ll not only have visibility of the start, end and unpaid break times entered by employees, but you’ll also be able to easily view any employee notes added to time entries, for easy communication.

payroll 110

payroll Approval Workflows 110