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 26, 2024

Accounts Payable automation can streamline data extraction, approval workflows, and automatic payment scheduling based on due dates. According to BILL’s 2023 Accounting Firm Hireability Index , 76% of surveyed SMBs will leave or stop referring their current accounting firm if they are not using automation solutions.

Technology 115

Technology accountant accounted Account 115

MineralTree

SEPTEMBER 28, 2023

With insights from our upcoming State of AP Report 2023 , let’s explore the importance of digital transformation for finance, the challenges faced, and the actionable steps businesses can take to improve productivity. Enhancing the invoice approval workflow through AP automation tools can reduce manual effort and boost productivity.

Finance 78

Finance AP Automation AP Processes Technology 78

Cherry Bekaert

MARCH 22, 2024

Use Sage Intacct Purchasing to create structured, predefined transaction and purchase approval workflows that increase speed, accuracy and efficiency. Cherry Bekaert is a North American Sage Platinum Club Winner for the fiscal years 2022 and 2023 and is regarded as a top Sage Intacct Value-Added Reseller (VAR) Partner.

general ledger 115

general ledger accounts payable Technology accounting and finance 115

Accounting Insight

MAY 26, 2023

Duplicate flagging and bank check feature: This automatically alerts the user to any duplicate bills that may already be in their approval workflow so an invoice is not paid twice. It took the Small Tech Company of the Year trophy at the Digital DNA Awards 2023, while Chris Gregg was named Founder of the Year.

Accounts Payable Automation 72

Accounts Payable Automation Technology accounts payable accountant 72

MineralTree

OCTOBER 26, 2023

Here’s a closer look at three trends from MineralTree’s 2023 State of AP Report : The Pressure to Do More With Less Budgets are under greater scrutiny, which means organizations are constantly under pressure to increase their operational efficiency. However, these targeted solutions do not provide end-to-end automation.

AP Automation 76

AP Automation Technology AP Processes accounts payable 76

CPA Practice

OCTOBER 11, 2023

The 2023 report includes responses from buyers and their vendors, presenting a complete view of the AP and payment automation landscape. “As It also offers practical guidance to help businesses continue to optimize their AP and payment operations. In addition, they are gaining much-needed visibility into cash flow and working capital.

Finance 59

Finance AP Automation AP Processes Approval Workflows 59

MineralTree

NOVEMBER 9, 2023

Features like automated invoice processing and payment approval workflows streamline AP processes both in a top-level or entity-level structure. QuickBooks MineralTree’s integration with QuickBooks streamlines the AP process by automating invoice capture , approval workflows , and payment processing.

AP Processes 72

AP Processes AP Automation Approval Workflows NetSuite 72

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. By Tyler Cruse , Suitefiles Suitefiles will be exhibiting at Accountex London on the 10-11 May 2023 on stand 1272.

Approval Workflows 59

Approval Workflows Start-ups accounted accountant 59

CPA Practice

AUGUST 28, 2024

As in 2023, AI systems were again dominant among the winners of the 2024 Tax & Accounting Technology Innovation Awards, presented annually by CPA Practice Advisor, a technology and practice management resource for public accounting firms. “

Technology 124

Technology accounting firms accountant accounted 124

Snyder

DECEMBER 21, 2022

Dynamics 365 used to be among the top 20 budgeting software in 2020 and is definitely worth paying attention to in 2023. 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.

quickbooks 72

quickbooks E-commerce NetSuite accounting and finance 72