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Streamlining document security and workflow in accounting

Accounting Today

The confidentiality of this information is paramount, not just for legal compliance, but also to maintain client trust and operational integrity. Manual approval workflows: Workflow bottlenecks often stem from manually driven processes.

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How customizable forms keep teams moving, compliant, and informed.

Airbase

As companies grow, the number of stakeholders in the purchasing process increases, which makes approval workflows and oversight responsibilities more complex. Another department that often needs to be in the transaction flow, especially for larger or customized contracts, is the legal team.

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A new age: Automated compliance for all company spend.

Airbase

Some examples of these policies might include: Finance has clear expense policies in place, including what documentation is required and who needs to approve new purchases. Legal has requirements for certain conditions in the contracts that you enter into. Losses from badly worded legal agreements.

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Invoice Automation: What you need to know.

Airbase

Automated approval workflows. Set up automated approval workflows for invoices so that invoices are approved and paid in a timely manner. In Airbase, after a PO request is created, it is routed to the correct approver, or approvers, based on the rules created. 3-way matching.

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How to create effective business expense reports.

Airbase

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.

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Airbase ushers in a new era of modern spend management with Guided Procurement.

Airbase

They often don’t even know where to start, who to ask for approval, and how the process might change depending on the type and size of purchase. Once they figure out where and how to make a specific type of request, employees are often asked to provide further details, such as legal, tax, security, and budget information.

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The major benefits of AP Automation.

Airbase

Modern solutions increasingly take a more holistic approach and automate many pre-accounting tasks, like approval workflows and securing receipts and contracts. AP automation solutions automatically flag discrepancies or non-compliance by incorporating compliance checks and regulatory updates into workflows.