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 accounted Account 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

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 95

Approval Workflows general ledger Expense Management audit 95

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.

AP Automation 130

AP Automation accounts payable 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 audit accounts payable 130

Acterys

DECEMBER 23, 2024

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.

Approval Workflows 130

Approval Workflows Technology Maine Gaming 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 accounted accountant 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

Acterys

FEBRUARY 11, 2025

Approval workflows to validate changes and maintain a clear audit trail. This real-time synchronization ensures that your reports and dashboards always display the most up-to-date information. The Benefits: Immediate updates across all dashboards. Data consistency and integrity maintained automatically.

Approval Workflows 130

Approval Workflows audit Government B2B 130

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 accounted accountant 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 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

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 accounted accountant 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

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

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

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

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

PYMNTS

SEPTEMBER 23, 2016

According to NCR , with Business Banking Mobile, business owners will be able to securely access key financial tools on-the-go, including multi-TIN transaction history and transfers, approval workflows for wire and ACH templates and payments, token support, mobile notifications and end-user management.

Approval Workflows 70

Approval Workflows Texas Washington account management 70

Airbase

NOVEMBER 1, 2023

With Airbase, the system enforces compliance with automated approval workflows. This minimizes unauthorized or wasted spending and promotes fiscal responsibility. Effective enforcement can be a complex task, however, without the right systems in place. 7) E-procurement tools.

Expense Management 130

Expense Management Technology NetSuite Spend Management 130

Airbase

NOVEMBER 1, 2023

With Airbase, the system enforces compliance with automated approval workflows. This minimizes unauthorized or wasted spending and promotes fiscal responsibility. Effective enforcement can be a complex task, however, without the right systems in place. 7) E-procurement tools.

Expense Management 130

Expense Management Technology NetSuite Approval Workflows 130

Airbase

APRIL 4, 2023

We’ve rolled out two new features which provide extra support to our vendor portal and security features: Approval workflow for vendor payment detail changes. Airbase will now allow you to require approvals for changes to vendor payment details so that a single employee cannot update payment details by themselves.

Approval Workflows 130

Approval Workflows accounting and finance accounts payable payroll 130

PYMNTS

NOVEMBER 10, 2016

The company said Bill.com Connect also simplifies and automates end-to-end bill pay and invoicing processes with electronic documents, approval workflows, network-based collaboration with vendors and customers and synchronization with accounting systems. Bill.com Connect closes the gap.

Approval Workflows 63

Approval Workflows Technology Maine Gaming 63

Xero

NOVEMBER 15, 2022

With smart rules to automate expense categorisation and approvals, you’ll stay in control. ApprovalMax – Replace paper and email approvals with fully automated, multi-role and multi-tiered approval workflows so you can manage payments in and out.

E-commerce 97

E-commerce Approval Workflows payroll Sales 97

CPA Practice

OCTOBER 31, 2024

Automated approvals: Set up approval workflows and enforce expense policies without manual effort. Comprehensive cash control: Manage AP, AR, banking, and expenses in one streamlined platform for complete oversight of financial operations.

Expense Management 52

Expense Management Approval Workflows accounts payable quickbooks 52

PYMNTS

JANUARY 30, 2019

More than one quarter of businesses have already implemented some form of AP automation, whether it be invoice approval workflow software, cloud services, internet-based invoice and receipt submission, or otherwise. Yet, even with so much to gain, 59 percent of businesses have yet to implement any form of AP automation.

AP Automation 62

AP Automation Technology Accounts Payable Automation accounts payable 62

PYMNTS

DECEMBER 6, 2020

Procurement Partners also recently worked with CHAMPS Group Purchasing to let CHAMPS members access things such as ordering controls with more compliance with contracts, electronic order approval workflows and higher levels of transparency, which can result in savings of 10 percent or more, PYMNTS writes.

Technology 60

Technology Approval Workflows Healthcare audit 60