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Finance & Procurement

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published in Finance & Procurement

Reach success in Procure-to-Pay operations

Get inspired Accounts Payable: Leave behind the manual tasks of organizing invoices and sharing receipts with the procurement team, requesters, and suppliers – Pipefy does it all for you! Everything is managed automatically, from internal communication to suppliers. Purchasing: Enhance the standard of your purchasing process, standardize requests to ensure comprehensive information and don’t miss any crucial details. Additionally, generate reports automatically to make data-driven decisions! Supplier Management: Streamline communication, never miss payment deadlines, provide excellent onboarding, and cultivate a healthy relationship with suppliers. 💡 Connect your process with other tools to unify your operations, avoid errors, and never miss deadlines. With custom integration, you can integrate with different systems, like: ERPs NetSuite Oracle E-Business Suite QuickBooks Online Sage Live Workday Slack Zuora for Salesforce Deep dive into possibilities:👉🏼 Pipefy

published in Finance & Procurement

[Portuguese] Excelência nas operações de Procure-to-Pay

Inspire-se! Contas a Pagar: Deixe para trás a organização de faturas e o compartilhamento de recibos para o time de procurement, solicitantes e fornecedores, o Pipefy faz tudo isso por você! Tudo é gerenciado de forma automática, da comunicação interna aos fornecedores. Compras: Melhore o padrão do seu processo de compras, padronize as solicitações para garantir informações completas e não perder nenhum detalhe importante. Além disso, gere relatórios de forma automática para tomar decisões embasadas em dados! Gestão de Fornecedores: Otimize a comunicação, não perca prazos de pagamento, ofereça um excelente onboarding e construa uma relação saudável com os fornecedores. 💡 Conecte seus processos as ferramentas que você já utiliza para unificar sua operação, evitar erros e não perder nenhum dado importante. Com as integrações customizáveis do Pipefy, você pode integrar com sistemas, como: ERPs NetSuite Oracle E-Business Suite QuickBooks Online Sage Live Workday Slack Zu

mikefenton112New Member

asked in Finance & Procurement

Guide to Insurance Investments: Navigating Your Options

Investing in insurance is an often-overlooked strategy for building a robust financial portfolio. It’s important to distinguish between insurance products designed for protection and those with investment components. Traditional insurance, like Allsafe Wdroyo Auto Insurance, provides essential coverage for vehicles, ensuring you’re protected from risks such as accidents, theft, and damage. While vital for financial security, it does not typically contribute to wealth accumulation or investment growth.On the other hand, certain insurance policies, such as whole life or universal life insurance, offer both coverage and investment opportunities. These policies combine insurance protection with a savings component that can grow over time. They provide a death benefit, along with a cash value that accumulates based on the policy’s performance and market conditions. This dual approach allows policyholders to benefit from insurance coverage while also investing in their future.When considerin

mikefenton112New Member

asked in Finance & Procurement

Using Fundamental and Technical Analysis for Informed Investment Decisions

How does a combination of macroeconomic factors, company-specific developments, and industry trends influence the stock price of General Motors (GM), and how can an investor use fundamental and technical analysis to make informed decisions about investing in GM?To break this down: Macroeconomic Factors: How do broader economic conditions such as inflation rates, interest rates, and economic growth affect GM's stock price? For instance, how might an increase in interest rates impact GM's cost of borrowing and overall profitability? Company-Specific Developments: What specific events or performance metrics within GM, such as changes in leadership, quarterly earnings reports, or strategic shifts (e.g., moves towards electric vehicles), could influence investor sentiment and the stock price? Industry Trends: How do trends within the automotive industry, such as advancements in technology, regulatory changes, and shifts in consumer preferences, impact GM's competitive position and stock

Ian CastelliProduct Education Team

posted in Finance & Procurement

Pipefy for Purchase: How can the requestor know the status of their requests without resorting to the team?

Hi, community! 🖐🏼 I'm Ian, one of the copywriters here at Pipefy. I wrote an article about our request tracker features aimed at Purchasing Processes. You can read it in our Help Center or check it below. I hope it helps and if you have any feedback, let me know! :) Estimated reading time: 4 minutes Purchasing processes always involve different stakeholders, such as requesters, buyers, and approvers, who need to be aware of the status of requests and know when the services will be contracted or products will be delivered. A lack of visibility causes questions and uncertainties regarding the status of each purchase — which can eventually lead to lost time and poor traceability. To avoid this, it's ideal to centralize all information in a single source of truth and ensure that data is at the fingertips of whoever needs it. With Pipefy, concerned parties exchange information in a protected and authenticated environment, with total control over who can access it. Also, Pipefy provides

khatkechetanaNew Member

asked in Finance & Procurement

Import Data from csv and excel files and do the header mapping automatically and and findout difference and stored it into 3rd table of database Export the report

Hi Team,I want to explore the pipefy as this is low code no code application where we can do the multiple things automate. It would be really great if it will guide me how I can achieve my self learning assignment though this Pipefy Tool.Import CSV and Excel file in pipefy : I tried to do this with importer application However, It only allow to import the Excel files. We need to do the Header mapping as headers are not in same order so, how can we achieve this through Pipefy. Once header mapping done then we need to store the each files of data into 2 tables in 1 Database : I am able to store data into Database through Excel sheet. however, for csv it is still question and header mappping once data is stored into 2 tables I have to compare 2 tables and findout the difference and stored it into the 3rd Table of that database. Once 3rd table created I need to export the 3rd table records. Can Anyone of your community will let me know how I can achieve this as I am exploring this things o

published in Finance & Procurement

💡 Solving 6 Critical Procurement Challenges With Business Process AutomationBlog

In the fast-paced world of business, procurement plays a crucial role. It requires precision, predictability, and the ability to problem-solve with agility and confidence. A resilient procurement process is vital, enabling businesses to adapt quickly to market changes and disruptions in the supply chain.The good news is that with the right tools, procurement teams can not only meet these requirements but also thrive!🚀 👉🏼Why business leaders are turning to BPA👉🏼What this means for procurement 👉🏼6 most common procurement pain points👉🏼What the future holdsClick here to discover how Pipefy can empower your team to achieve more and overcome challenges in our blog post.⚠We are currently researching how procurement and finance teams use Pipefy, specifically for invoice processing.If you use Pipefy to process invoices and complete the 3-way matching process, We’d love to hear from you and learn more about your experience. 👉🏼Comment below or send me a DM with your use case example -

MigdadRegular Participant

asked in Finance & Procurement

I missed making the last invoice payment due to some issues with my card, and my account has been blocked since Wednesday. We promptly made the payment using an alternative card when we realized the account was blocked. However, my account remains inactive as of today. Could you kindly inform me about the typical resolution time for such issues?

published in Finance & Procurement

💸 Spend Analysis: Unlocking Powerful Business InsightsBlog

Spend analysis is the practice of analyzing company-wide spending to cut costs, identify areas for process improvements, forecast needs, and maximize existing spending or vendor relationships. 👉🏼 How important is this practice for your business?👉🏼 What are its benefits?💡Solve your doubts about it on this blog post: https://www.pipefy.com/blog/spend-analysis/🤑Don't miss the opportunity to become the procurement "pro" you've always wanted to be. ➡ Click here to subscribe now!

diego-morales-3aconsultingNew Member

asked in Finance & Procurement

Contas a Receber - Parcelas

Olá, eu estou começando a usar o Pipefy e gostaria de utilizar o Pipe de Contas a Receber para controlar as minhas faturas, entretanto a maioria dos meus faturamentos são parcelados e eu não gostaria de ter que criar vários cards, na verdade a minha ideia era utilizar o formulário para informar de qual cliente, a data do primeiro vencimento, valor da parcela, quantidade de parcelas e dia dos próximos vencimentos e com base nessas informações os CARDs de faturamento fossem sendo criados automaticamente com base nos vencimentos consecutivos, é possível fazer algo assim? Se sim, como eu começo?

karina-coronaPipefy Staff

asked in Finance & Procurement

Do you use Pipefy to process invoices and complete 3-way matching? Share your use case!

Hello! My name’s Karina, and I’m a part of Pipefy’s content team. I’m currently researching how procurement and finance teams use Pipefy, specifically for invoice processing. If you use Pipefy to process invoices and complete the 3-way matching process, I’d love to hear from you and learn more about your experience. Comment below or send me a message with your use case example - all feedback and examples are appreciated!

published in Finance & Procurement

[Portuguese] 💲 Otimize processos financeiros por meio da automaçãoBlog

A automação envolve o uso da tecnologia para concluir tarefas com pouca ou nenhuma intervenção humana. Com a automação, os departamentos financeiros podem direcionar seus esforços para a criação de valor e a condução da estratégia.🤔Quais são os outros benefícios da automação financeira?👉🏼 Para saber mais sobre essa solução de negócios, leia em nosso blog > https://www.pipefy.com/pt-br/blog/automacao-processos-financeiros/O Pipefy ajuda as equipes financeiras a criar fluxos de trabalho simplificados e a interagir de forma eficiente com fornecedores, aprovadores e colegas!

published in Finance & Procurement

💲 Finance Automation: Process, Benefits, & Examples in 2023Blog

Finance automation involves the use of technology to complete tasks with little or no human input. By automating, finance departments are able to direct their efforts toward creating value and driving strategy.🤔What else are the benefits of finance automation?👉🏼Keep reading to learn more about this business solution in our blog post > https://www.pipefy.com/blog/finance-process-automation/ Pipefy helps finance teams create streamlined workflows and efficiently engage with vendors, approvers, and colleagues!😉

published in Finance & Procurement

📢 New biweekly newsletter focused on procure-to-pay

Hi Community!We've just launched our brand new newsletter, focusing on all things procure-to-pay. And the best part? It'll be sent straight to your inbox every two weeks!We'll be covering what's driving the future of procure-to-pay, and providing you with valuable insights and tips to apply real-time strategies and improvements. You'll always be up-to-date and ready to transform your procurement processes and stay ahead of the game in procurement with Pipefy's.👉🏼Don't miss the opportunity to become the procurement "pro" you've always wanted to be. Click here to subscribe now!

published in Finance & Procurement

Pipefy for Purchasing: Create automated approval flowsF.A.Q.

Who doesn't look for a way to make life easier for buyers and approvers?Creating automations fed into purchase values and cost centers would make it easier, right?In this article below, you will discovery how to create an automatic approval flow, so you can adapt it however you want to meet your Procurement team's needs and add other automation rules.👉🏼Check it out: https://help.pipefy.com/en/articles/6291556-pipefy-for-purchasing-create-automated-approval-flows

published in Finance & Procurement

💰 Procure-to-Pay with Pipefy

Say goodbye to inefficient P2P workflows, disconnected tools and systems, and information scattered across countless email threads and spreadsheets. With Pipefy, centralize and manage all your P2P tools, processes, and interactions from a single place — from reviewing purchase requests to approving invoices to issuing payments. 👉🏼Try it now: https://www.pipefy.com/templates/procure-to-pay-template-pack/

published in Finance & Procurement

🔎 Share your purchasing and payment needs!

Hello Community!We're conducting a quantitative survey to understand the needs of professionals working with purchasing and payment processes in companies.We would like to invite you to participate in our survey by filling out the form at this link https://forms.gle/n5shS1gND3vNcCVs8. The deadline to respond is Friday, April 14th.Thank you in advance for your participation, and we look forward to hearing your opinions!😃The Research team at Pipefy

published in Finance & Procurement

6 Procure-to-Pay Risks and Pains (and how to solve them)Blog

Procurement risks occur as a result of unreliable purchasing and P2P processes. These processes become unreliable when inefficiencies are not planned for, not identified and dealt with properly and in a timely manner, or when risk assessment and management protocols fail. An inefficient purchasing and P2P process is not only risky for the procurement and accounts payable department, it’s also risky for business performance and can jeopardize its financial standing.🤓So take a look at this blog post to understand how to get the most out of Pipefy for this use case!https://www.pipefy.com/blog/procure-to-pay-risks/👉🏽Download The Definitive Guide to P2P Optimization, for free, to learn how to identify and overcome common procure-to-pay risks.

published in Finance & Procurement

[Portuguese] Gestão da cadeia de suprimentos e procurement: saiba tudo sobre elesBlog

Gestão de cadeia de suprimentos e procurement são atividades essenciais no funcionamento de grandes empresas. Mesmo assim, ainda há pouca clareza sobre elas. Há também muita confusão entre os termos, o que pode gerar falhas de comunicação nesses processos.Neste artigo, vamos avaliar os detalhes dos processos de procurement e gestão de cadeia de suprimentos, explicaremos cada processo e como diferenciar os dois.Confira: https://www.pipefy.com/pt-br/blog/gestao-da-cadeia-de-suprimentos-procurement/🤓Experimente agora o template grátis para Supply Chain Management aqui

Ian CastelliProduct Education Team

published in Finance & Procurement

[Portuguese]🤓 Pipefy Academy Para Processos de Compras

Oi, Comunidade! Hoje venho compartilhar com vocês o primeiro curso vertical do Pipefy Academy, totalmente voltado para processos de compras. Com este curso rápido, times de suprimentos aprendem a gerenciar processos de compras no Pipefy, automatizar fluxos de aprovação, criar e editar relatórios, gerar documentos em PDF de modo automático, e muito mais. Acesse o curso aqui:https://pipefyacademy.teachable.com/p/processo-de-compras O curso funciona como um complemento do Pipefy Academy e como um curso único também. Esperamos que gostem do primeiro curso dedicado aos times de compras. E já avisamos que está em nosso roadmap produzir mais cursos voltados para diferentes departamentos e áreas. Tem algum feedback?Compartilhe com a gente nos comentários!

john-ejnamebadgesNew Participant

asked in Finance & Procurement

Credit Card Payment

I tried to upgrade my account and make a payment. The payment was declined, and I was told to contact my bank. I did and the issue is on your side and not the banks. How do make the payment?

pauloeduardossNew Member

asked in Finance & Procurement

Calculos simples

Olá, boa noite, minha empresa é toda gerenciada pelo pipefy, porém ainda não faço uso de Interações, e sei que não consigo fazer calculos basicos entre campos, pergunta? qual a melhor solução? Consigo deixar uma planilha na nuvem e tentar importar dados pra essa planilha com formulas e depois ler os dados dessa planilha já pronta, ou tentar integração com um software de erp mesmo?? trabalho bem com planilhas, é possivel eu importar dados para dentro de uma planilha na nuvem e depois ler ela já com os calculos feitos??

Keto-FasterNew Member

asked in Finance & Procurement

Automations that need to run on specific dates

Reviewing Recurring Automations for use with accounting, legal and tax.I can’t find an option to schedule specific dates with recurring automations (e.g. VAT filing tasks, other tax filings, closing year, etc. etc.) - this seems counter intuitive since there are so many processes that require this.Am I missing something here or is this not possible currently? Thanks for clarification

Juliana SpinardiPipefy Staff

published in Finance & Procurement

[Portuguese] 💰💸 Demonstração | Processo de Compras

Olá, Comunidade! Confira essa super demonstração em como usar Pipefy para processos de compras! Pequenas empresas/Baixa maturidade de uso de software Grandes Empresas/Alta maturidade de uso de software Pagamento, Entrega e Recebimento - Visão Geral IntegraçõesSoftware Propósito Gatilho Ação Alternativas Workato Alternativas API Slack Notificações internas Aprovações Movimentação dos cards em geral Enviar notificações ao solicitante e aprovadores sobre atualização dos cards Solicitar aprovação via Slack MattermostMicrosoft TeamsQuip Discord DocuSign Enviar documentos para assinatura Movimentação do card para etapa de assinatura Enviar email via DocuSign ao responsável pela assinatura Upload do documento assinado no Pipefy ClicksignHelloSignPandaDoc ZohoSign Moxtra SignNow EverSign MostSign Whatsapp Aprovações Movimentação do card para aprovação do time Financeiro Solicitar aprovação do time Financeiro via Whatsapp SMSTake BlipCo

Juliana SpinardiPipefy Staff

published in Finance & Procurement

What Is Finance Process Automation?

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

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