Workflow
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With Workflow Should I Eliminate Steps? #APAutomation
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When I think of eliminating steps I always think of George Costanza and the step skipper. Enjoy: There Is A Thought When Automating Accounts Payable there is a thought that you need to create as few approval processes (workflows) and steps as possible. This is a good idea because it comes from the notion that…
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10 Approval Tips For People Who Hate Approving Invoices
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Hate is such a strong word, but in the real world not everyone in a company has the same passion and attention for approving invoices. For those people here are ten tips that will help them. Tips 10. No Paper – Well I had to start with this one being the AP Automation guy, but…
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How to Establish a New Vendor Approval Process
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Doing anything new can be risky. The risk is taking something that, let’s face it, has worked and it probably not all that bad and changing it to something new. Accounting and finance folks always have to weigh change by a combination of how difficult the change will be and what the impact to the organizations…
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10 Approval Tips For People Who Hate Approving Invoices
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Hate is such a strong word, but in the real world not everyone in a company has the same passion and attention for approving invoices. For those people here are ten tips that will help them. Tips 10. No Paper – Well I had to start with this one being the AP Automation guy, but…
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10 Emails You Need To Make Your AP Automation Work
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One of the most frustrating things that I have to overcome with people who are new to AP Automation is the notion of what role email plays. I guess it’s natural to think that email can transmit an invoice from one approver to another or that approvals can be done by email, however if you…
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How to Establish a New Vendor Approval Process
.
Doing anything new can be risky. The risk is taking something that, let’s face it, has worked and it probably not all that bad and changing it to something new. Accounting and finance folks always have to weigh change by a combination of how difficult the change will be and what the impact to the organizations…
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10 Emails You Need To Make Your AP Automation Work
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One of the most frustrating things that I have to overcome with people who are new to AP Automation is the notion of what role email plays. I guess it’s natural to think that email can transmit an invoice from one approver to another or that approvals can be done by email, however if you…
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It’s The Little Things – Why Approval Steps Are Important #APAutomation
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Knowing the little things is what makes a person skillful. We hear this in sports all the time, that the coaches who are more successful than other are able to get their players to do the basics better than anyone. As a musician, I get to play with other musicians, and you can tell the…
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10 Emails You Need To Make Your AP Automation Work
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One of the most frustrating things that I have to overcome with people who are new to AP Automation is the notion of what role email plays. I guess it’s natural to think that email can transmit an invoice from one approver to another or that approvals can be done by email, however if you…
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How Many Approval Processes is the Wrong Question #APAutomation
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Once upon a time (isn’t that a great way to start an article) I was working a project where I was the SME (that’s subject matter expert – I love that title) where a consulting firm was running the project to automate accounts payable. I clearly remember the project lead, who was a very smart…