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Power BI Write-Back: Key Benefits and Approaches

Acterys

Simple Error Correction: Address data discrepancies or add missing values directly in Power BI, ensuring accuracy without complex workflows. Clear Approval Workflows: Integrate write-back with approval processes, enabling you to validate and lock in changes with a clear audit trail.

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Streamlining document security and workflow in accounting

Accounting Today

As firms navigate a growing and complicated array of compliance requirements and digital tools, the need for efficient and secure document workflows has never been more urgent. At the same time, streamlined workflows are essential for ensuring documents are processed quickly and accurately.

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How to Use Acterys for Power BI Write-Back

Acterys

Data Governance: Use role-based access controls, version tracking, and audit trails to ensure data integrity while maintaining transparency. Approval workflows to validate changes and maintain a clear audit trail. Audit trails that help determine who changed what and when. Role-based permissions to control access.

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“Slow approvals cost more than time – they cost growth” warns AccountsIQ CEO as company tackles industry approval delays

Accounting Insight

The Workflow Approval Engine empowers organisations to create tailored, multi-step approval workflows that align with their specific requirements. In addition to improving efficiency, the Workflow Approval Engine enhances compliance by offering real-time insights into approval progress.

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Virtual Cards — Everything You Need to Know

Speaker: Eoin Hession, Controller at Recharge

If you’ve never had the pleasure of creating a virtual card nor enjoyed the benefits of their approval workflows, automatic syncing to the GL, and continuous audit trail, join us to get up to speed on this increasingly mainstream payment innovation. This webinar will answer the following questions: What is a virtual card?

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How to Effectively Audit Accounts Payable

MineralTree

That’s where accounts payable audits come into play. What Is an Accounts Payable Audit? An accounts payable audit is the process of validating invoices to ensure they are accurate and that the right controls are in place to guarantee an organization’s financial records are in order. Audits uncover and rectify these inaccuracies.

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Balancing automation and compliance in expense reporting

Xero

Managing and Auditing Expense Approvals Expense approvals are often managed offline, through email, or possibly even through Slack or Teams. 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.