CPA Practice

AUGUST 28, 2024

Forwardly 2024 CPA Practice Advisor Innovation Award Winner [link] Forwardly exemplifies innovation in accounting as the first B2B real-time payment solution in the USA, transforming financial management for small businesses and accounting professionals.

Technology 105

Technology Approval Workflows accounting and finance quickbooks 105

CPA Practice

AUGUST 28, 2024

CPA Practice Advisor has announced the 2024 Tax and Technology Innovation Award winners and finalists. After voting by the awards committee panel each year, the top five products are presented as winners of the Tax and Accounting Technology Innovation Awards. In 2004, under the editorial leadership of Gregory L.

Technology 124

Technology accounting firms Account accounted 124

Withum

JUNE 16, 2022

The approval workflow can be modified to determine who reviews those outliers detected. Author: Amberlyn Casey , CPA | acasey@withum.com. Outsourced Accounting Systems and Services (OASyS). You can customize fields through the configuration settings, which allow you to set specific thresholds for each journal.

general ledger 59

general ledger Accounts Payable Automation Approval Workflows accounts payable 59

CPA Practice

OCTOBER 25, 2023

Key benefits of purchase order automation capabilities from BILL for QuickBooks Desktop include: Enhanced Control and Visibility: Customers can compare PO, item receipt, and invoice details on one screen, then quickly match and send bills into an automatic approval workflow to reduce potential fraud or payment errors.

quickbooks 59

quickbooks AP Processes Approval Workflows Technology 59

CPA Practice

MAY 22, 2024

STP allows invoices that meet certain criteria to be automatically processed and approved without manual intervention, further streamlining the AP workflow. However, the system should also provide the flexibility to configure approval workflows for exceptions and non-PO invoices.

AP Processes 69

AP Processes Technology AP Automation accounts payable 69

Snyder

DECEMBER 21, 2022

The app allows you to upload photos of your receipts, automatically categorize them, and submit them into your accounting system. Expensify integrates with QuickBooks, Xero, Sage, and other apps.

quickbooks 72

quickbooks E-commerce NetSuite accounting and finance 72