Accounting Insight

JUNE 17, 2025

Integrated seamlessly within the ExpenseIn platform, the card brings real-time visibility, streamlined receipt capture, and automated policy checks to finance teams, reducing the need to chase employees and accelerating approval workflows.

Finance 52

Finance Approval Workflows accounting and finance quickbooks 52

Patriot Software

SEPTEMBER 25, 2023

From multi-level approval workflows to leveraging technology, learn how to overcome common […] Read More In this comprehensive guide, we’ll walk you through the strategies and tools that can help you take control of your timesheets and propel your business to new heights.

Approval Workflows 105

Approval Workflows Technology payroll 105

Xero

APRIL 24, 2025

The benefits to small businesses and their advisors include: Reducing manual workflows: No more writing checks, manual approval workflows or logging in and out of multiple platforms. Increasing cash flow visibility: Track your payments and see where your money is going.

accounts payable 105

accounts payable Approval Workflows accounting and finance management accounts 105

Accounting Insight

NOVEMBER 19, 2024

Nook’s platform simplifies AP workflows for businesses and accountants, offering full invoice lifecycle management from receipt, through approval to payment and reconciliation with accounting software. Myles Stephenson, Chief Executive and Founder of Modulr, says, “Access to payment services for businesses is fundamentally broken.

Accounts Payable Automation 52

Accounts Payable Automation accounts payable AP Automation Account 52

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

Airbase

FEBRUARY 23, 2023

Approval workflows: Customizable approval workflows ensure that the appropriate individuals approve POs and invoices before payment is made.

Approval Workflows 130

Approval Workflows Technology general ledger AP Processes 130

CPA Practice

NOVEMBER 14, 2023

Approval Workflows: Soon, Advanced customers will have access to expanded approval workflows capabilities, helping business owners enforce compliance and organizational policies in an automated way.

quickbooks 119

quickbooks E-commerce Approval Workflows Account 119

Airbase

JANUARY 13, 2023

Automated approval workflows. Set up automated approval workflows for invoices so that invoices are approved and paid in a timely manner. Over time, invoice automation systems have become increasingly sophisticated and now include a wide range of features, such as: Electronic invoicing. 3-way matching.

Technology 130

Technology Approval Workflows NetSuite Spend Management 130

Accounting Insight

MARCH 19, 2025

The Workflow Approval Engine empowers organisations to create tailored, multi-step approval workflows that align with their specific requirements. At AccountsIQ, our focus is on growing businesses, multi-entity groups, and the accounts that serve them.

Approval Workflows 52

Approval Workflows accounting and finance Finance audit 52

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.

Approval Workflows 98

Approval Workflows general ledger Expense Management audit 98

CPA Practice

AUGUST 28, 2024

Our customizable payment approval workflow feature enhances control and oversight of payments and is free, potentially saving accountants hundreds of dollars per year when switching from costly approval tools. By automating routine tasks, Forwardly empowers accountants to transition from bookkeeping to higher-value tasks.

Technology 105

Technology Approval Workflows accounting and finance quickbooks 105

CPA Practice

SEPTEMBER 23, 2024

These features enable accountants and bookkeepers to improve clients’ cash flow with faster domestic and international payments, provide greater control through custom approval workflows on both desktop and mobile, and save time with automatic sync to accounting software and AI-powered bill capture, the company said in a media release.

Approval Workflows 98

Approval Workflows accounts payable Account accountant 98

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.

Approval Workflows 111

Approval Workflows payroll 111

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

OCTOBER 25, 2023

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. It is immediately obvious where the action lies, and parallel approvals are supported.

accounts payable 130

accounts payable AP Automation Approval Workflows Technology 130

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. Airbase’s Guided Procurement module solves these problems by adding greater visibility into, and control over, all purchasing requests.

Approval Workflows 130

Approval Workflows Legal accounts payable audit 130

MineralTree

SEPTEMBER 7, 2023

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. The Typical Invoice Approval Workflow Traditional invoice approval workflows are tedious and time-consuming.

Approval Workflows 77

Approval Workflows AP Processes Technology quickbooks 77

Airbase

NOVEMBER 15, 2023

Modern solutions increasingly take a more holistic approach and automate many pre-accounting tasks, like approval workflows and securing receipts and contracts. 2) Intake workflows for multi-stakeholder compliance. This insures that the full invoice approval process is followed before payment and booking occurs.

AP Automation 130

AP Automation Technology accounts payable Accounts Payable Automation 130

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 87

Approval Workflows Account accountant accounted 87

Airbase

MAY 12, 2023

When approval workflows are built into every purchase, a complete record is dynamically created for every transaction. A guided intake process proactively prevents problems with missing vendor information by collecting it up front. And, with a rule-based methodology, the system can prompt employees for missing receipts.

Approval Workflows 130

Approval Workflows Modern Spend Management Legal Spend Management Platform 130

CPA Practice

DECEMBER 17, 2023

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. And they report substantial benefits as a result: 85% have realized efficiency gains.

AP Automation 132

AP Automation Finance AP Processes accounting and finance 132

MineralTree

NOVEMBER 30, 2023

Make It Easier to Approve Invoices Efficient invoice approval workflows are essential for preventing bottlenecks and simplifying financial operations. Automate the Entire End-to-End AP Process AP automation encompasses invoice capture , approval workflows, payment processing, and reconciliation.

Finance 91

Finance AP Automation Approval Workflows Technology 91

Airbase

JUNE 30, 2023

To assess travel plans for their environmental impact, you can customize a virtual card approval workflow to include a Sustainability milestone with specific fields. NetSuite users can reimburse employees from foreign subsidiaries in their local currencies.

NetSuite 130

NetSuite Expense Management Approval Workflows accounting and finance 130

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

CPA Practice

AUGUST 26, 2024

Accounts Payable automation can streamline data extraction, approval workflows, and automatic payment scheduling based on due dates. Chief among the uses for automation in accounting are functions like accounts payable, accounts receivable, and spend & expense management.

Technology 115

Technology Account accountant accounted 115

CPA Practice

NOVEMBER 14, 2023

For a limited time, QuickBooks is also giving businesses 50% off the monthly base price for QuickBooks Bill Pay (Premium or Elite) for the first three months of service, starting from the date of enrollment.

quickbooks 111

quickbooks AP Automation Accounts Payable Automation Approval Workflows 111

Accounting Insight

JUNE 2, 2025

Effective AI-powered P2P solutions also facilitate financial reporting, by automating general ledger coding and 3-way matching, whilst customised invoice approval workflows help to balance speed with security.

Finance 52

Finance accounts payable Technology accounting and finance 52

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 Approval Workflows audit 130

Airbase

NOVEMBER 2, 2023

But the software behind the transaction creates the magic, and in Airbase, it comes down to the workflows. When an employee needs a virtual card, the card request is routed through a configurable approval workflow before the money is spent.

accounts payable 130

accounts payable Account accountant accounted 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 Technology Approval Workflows AP Processes 56

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 98

accounts payable Approval Workflows payroll Agriculture 98

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 AP Automation accounts payable B2C 88

Accounting Insight

JUNE 26, 2024

Dext is bringing its three products into a single Bookkeeping Automation platform and will release new features to automate employee expenses, simplify approval workflows and more. Dext will then automatically calculate the amount that should be reimbursed based on legislative requirements or custom information.

bookkeeping 64

bookkeeping Technology Approval Workflows accounting and finance 64

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 Construction Technology accounts payable 69

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 91

Approval Workflows B2B Sales Account 91

MineralTree

OCTOBER 19, 2023

These solutions offer a wide range of features and capabilities aimed at simplifying invoice handling, approval workflows, payment processing, and vendor management. In its standard configuration, QuickBooks AP requires extensive manual effort and lacks automation and approval workflows.

accounts payable 75

accounts payable AP Automation AP Processes Approval Workflows 75