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

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 accountant accounted Account 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

Withum

JUNE 16, 2022

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

general ledger 59

general ledger Accounts Payable Automation Approval Workflows accounts payable 59

CPA Practice

DECEMBER 6, 2024

Katie Thomas, CPA is a 40 under 40 CPA Practice Advisor recipient, Top 50 Women in Accounting recipient, and the owner of Leaders Online, where they help accounting and B2A (business to accounting) professionals increase their impact, influence, and income through thought leadership and digital marketing.

Approval Workflows 52

Approval Workflows Technology Non-Profits accounts payable 52

Anders CPA

JUNE 20, 2024

Accounts payable automation refers to using technology to streamline the invoice processing and payment approval process within an organization. This can include automating tasks such as automated invoice or receipt data entry, approval workflows and automated payment processing. How Can Power Automate Streamline Tasks?

Technology 52

Technology Accounts Payable Automation accounts payable Approval Workflows 52

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

CPA Practice

MAY 26, 2023

It also allows agencies to simplify the process of placing, managing, and expediting purchase orders and create customized approval workflows based on roles, departments, or other criteria.

NetSuite 52

NetSuite Government general ledger Approval Workflows 52

CPA Practice

OCTOBER 11, 2023

For those who have begun the automation journey, 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%). In addition, they are gaining much-needed visibility into cash flow and working capital.

Finance 59

Finance AP Automation AP Processes Approval Workflows 59

Basis 365

AUGUST 21, 2024

Most companies have no approval solution for corporate cards. This tool allows you to set up approval workflows that align with your company’s policies. For example, you can require approvals for any expenses exceeding a predefined threshold.

accounts payable 59

accounts payable audit Approval Workflows bookkeeping 59

CPA Practice

SEPTEMBER 23, 2023

Spend Control: Physical and virtual cards are issued with robust controls, including spending limits, vendor limits and approved categories. In today’s climate, finance leaders require real-time data and full visibility to forecast future spending and scale accordingly,” said Roby Baruch, Chief Product Officer at Tipalti.

Expense Management 45

Expense Management Technology Finance Approval Workflows 45

Snyder

DECEMBER 21, 2022

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. Expensify integrates with QuickBooks, Xero, Sage, and other apps.

quickbooks 72

quickbooks E-commerce NetSuite accounting and finance 72

CPA Practice

SEPTEMBER 5, 2024

Expense management: Proactively request, approve, and reconcile expenses via web or mobile app with real-time reimbursements. Corporate cards: Provision and deprovision “smart” physical and virtual cards with pre-built spend controls and approval workflows.

Procure to Pay Platform 52

Procure to Pay Platform Accounts Payable Automation Spend Management Platform Approval Workflows 52