Meet practitioners that are leveraging the same processes as you!
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Hello, Finance teams! Today, I want to share a blog post I published teaching how to build an Accounts Payable process inside Pipefy ! The article has tips and the best practices for this process, so take a look to understand how to extract the most out of Pipefy for this use case. Check it out: https://www.pipefy.com/blog/accounts-payable-tutorial Also, I have already published content for Purchasing and Expense Reimbursement, explaining how to build those processes in Pipefy.
Finance process automation can help speed up processes, reduce errors, and improve vendor, customer, and employee experiences. Businesses depend on technology to solve complexities in their finance processes.Payments must be processed, invoices generated and sent, and invoices must be matched to purchase orders and proofs of receipt. Every workflow and process in the finance department involves a range of people, systems, and data. Automation helps coordinate all the moving parts by eliminating manual tasks, enhancing collaboration, and keeping work items in motion. Keep reading to learn more about this business solution, or feel free to skip ahead to the section you need using the jump links above. Finance automation definition Finance automation involves the use of technology to complete tasks with little or no human input. This isn’t to say that it replaces people with robots. It simply means using automation to handle repetitive, time-consuming manual tasks. By automating these a
Hi,We have made our payment in time, with the known Mastercard.However it seems the payment is declined, therefor we are 1 month in delay of payment.The account is still open but we cannot access the billing page anymore, which seems a not logical.We want to make the payment, but we are prohibited to do the update ? How in earth can we solve this?We even want to pay upfront for the whole year if someone please can help us ?!Can you please investigate and return to us asap, since you also blocked the mailintegration now !Extra remark : We can even prove the payment. We are the market leaders in Belgium and the Netherlands for recurring payments, and fast expanding in Europe so we know how the payment system work !
Companies and businesses of all sizes need a well-designed purchasing process to meet their needs in an efficient, cost-effective, and error-proof manner — regardless of their field. With purchase processes, it’s essential to have a standardized workflow that avoids fraud loopholes, eliminates risks, and ensures your purchase operation is in compliance with regulation and maintains compliance (by providing clear information for auditing). Whether it’s goods, services, or any other type of purchase order, organizations must build a structured process to effectively manage costs with control, visibility, and governance. In this article, you will learn the steps to implement a streamlined, scalable purchasing process with Pipefy. Unlock quick-to-deploy workflows that prioritize expense control, improvement in your buyer-supplier relationship, automation of manual work and a seamless integration with your ERP. 1. Purchasing process definitionBefore diving into the purchasing process steps
Accounts Payable and Accounts Receivable work and in hand in any finance department. You would think every company is aware of its revenue and how much each client or partner is worth at any given time, but that’s not always the case. Not all financial departments have great processes or bookkeeping practices. A well-organized AR process can optimize a team’s time spent on manual tasks, enable better cash flow projection and noncompliance reduction. What is an accounts receivable (AR) process? Accounts receivable include all of a company’s earnings from product or service sales. It’s one of the key processes to understand what the company will receive in a particular month/quarter/year, in order to plan or project purchases and investments.This process must be monitored on a daily basis to ensure that the predictions will be accurate. There is often a small gap between the predictions and actuals. Some payments might be delayed, for example. But, if you plan what you can in advance, i
What are Pipefy Forms? Forms capture data from internal or external users, can be customized to include specific fields and require certain information, initiate the AR workflow, and consolidate data into a single source of truth.Pipefy Forms helps individual contributors and small teams scale processes and manage requests more efficiently. The smart form connects internal and external requests directly with the process to reduce errors and manage the process effectively. This keeps your business running with limited cash flow interruptions. Example of an accounts receivable workflow Accounts receivable process improvement idea: switch from spreadsheets to Pipefy Forms How to use forms two ways: pre-built or from scratch A start form is what jumpstarts a new request in the accounts receivable process, so it’s essential that the form you create includes all the information related to your accounts receivable process. Once a form is completed, the process begins, the information is rout
Accounts payable is a vital part of a company’s operations. But issues like data discrepancies or manual follow-ups can disrupt the process and result in costly delays. Pipefy is a business process management solution that takes the guesswork out of building workflows at scale, from start to finish. To help teams get started, Pipefy’s template library offers free and customizable plug-and-play smart form templates for a wide range of departments, including finance teams. But in order to build an effective accounts payable process, it’s important to start with the best foot forward — and Pipefy’s accounts payable smart form template makes that much easier. What are Pipefy Forms? Forms capture data from internal or external users, can be customized to include specific fields and require certain information, they initiate the AP workflow and consolidate data into a single source of truth.Pipefy Forms help individual contributors and small teams efficiently manage requests at scale. Pipef
Procurement managers know that a procure-to-pay process is a critical part of managing an organization’s spending. It is sometimes a challenging process because of the complex workflows and the involvement of myriad parties across departments.However, methodical procurement process can automate these complex workflows to ensure the procurement process is efficient, accurate, and affordable. What is the procure-to-pay process?The definition of the procure-to-pay process is simple. P2P is a subdivision of the procurement process. It refers to software or solutions that enable the integration of the purchasing department with the accounts payable department.Procure-to-pay is related to, but different from, the larger process of procurement, which includes sourcing goods and services, negotiating terms, ordering, ensuring accurate delivery and quality, and managing payments. Procure-to-pay does not include the sourcing of the goods and services; nor does it include production planning or
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