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Finance & Procurement

Meet practitioners that are leveraging the same processes as you!

  • 48 Topics
  • 78 Replies
48 Topics
Lais Laudari
Lais Laudari
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 for Purchasing: Crea

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megann1092
Lais Laudari
Lais Laudari
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 Zuora for Salesforce

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Ezequiel Souza
genietim
genietimPipefy Legend
asked in Finance & Procurement
How does the Formula Automation work with Connected DataBase Fields?

Pipefy Automations don’t limit me when inputting formulas for the formula automation. That makes me a bit confused, since I cannot imagine how certain things work, and I would be thankful for clear description. Example of where the confusion comes in: Let’s say I have a pipe, Sales, and a connected Database, Products, each with a price and a quantity. Consequently, for a card in Sales with multiple Products, one can argue price and quantity to be vectors. If I do SUM(MULTIPLY(price, quantity)), do I get the toal price of a card in Sales with all the connected Products, or does it work differently and e.g. MULTIPLY does a cross product rather than a component-wise multipication? And what if I say I have two connected databases with different numbers of entries, i.e., I separate Products and Quantity into two databases and the user can select just one Product but multiple quantities – does the product price vector automatically scale to the size of the quantity, or the quantity vector to

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marcelo.shiba
Pipefy Staff
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miles56New Member
asked in Finance & Procurement
Automating Workflow Notifications: Is There a Better Way?

Hi everyone, I’ve been using Pipefy for managing workflows, and while it’s a fantastic tool, I’m facing an issue with notification management. Sometimes, the notifications either get overwhelming or don’t reach the right team members at the right time. Is there a way to customize notifications more effectively or integrate a third-party tool to make this process smoother? I’d love to hear how others handle this and ensure their teams stay updated without being overwhelmed.

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KCQueryNew Member
asked in Finance & Procurement
How do I insert a list of my Pipefy tasks on my Pipefy dashboard?

I want my organization to be able to see their assignments (tasks, requests, etc.) in one location. I would like them to be able to use their Pipefy Dashboard to be their one place to see information including their Tasks and Requests. I cannot find a way of adding a person’s Tasks and Requests to their Dashboard. This seems like an obvious and foreseeable ask but cannot find information on this? What am I missing? Thank you.

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Leonardo Lucena
Pipefy Staff
victor-c-rodrigues
victor-c-rodriguesNew Member
asked in Finance & Procurement
How to fetch the structure of a pipe's automations?

Using GraphiQL, I want to retrieve the structure of all automations created in a pipe, including the automation name, condition type, and the action it performs.

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marcelo.shiba
Pipefy Staff
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Ryan ScarpatiNew Member
asked in Finance & Procurement
To Paste (Ctrl V) into the Add Date Field

One of my Pipes is about Credit Card Receipt Control. When I register future receipts, Pipefy no longer allows me to paste (ctrl v) into the add date field. I have to keep typing manually and I waste time doing that. And, because of this, since this update, Pipefy has been multiplying its launches. Ex: I register 12 future releases and Pipefy keeps multiplying some of these releases, meaning I have to manually delete them every time. I would like them to resolve this issue and allow us to paste dates into the add date field again.

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fernanda.cunha
Community Manager
Sandy Gomes
Sandy GomesNew Member
asked in Finance & Procurement
Checklist vertical, opção select all

Fui informado que na criação de um checklist vertical essa opção é automática não é possível remover, seria possível esse ajuste?

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Lucas Democh
comercial2-jxplogistica
comercial2-jxplogisticaNew Member
asked in Finance & Procurement
Atualização de Dashboard

Todos os cards estão com o campo “Temperatura” preenchida e ainda sim, não atualiza no Dashboard. O que eu faço nesses casos?

752
Felipe Alves
Pipefy Staff
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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 conside

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M
M
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 pe

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Ezequiel Souza
Ian Castelli
Pipefy Staff
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 an

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khatkechetana
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

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Lais Laudari
Lais Laudari
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 holds Click 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 examp

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Ezequiel Souza
Migdad
MigdadRegular Participant
asked in Finance & Procurement
Billing Issyue

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?

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Ezequiel Souza
Lais Laudari
Lais Laudari
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!

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marcosmelo
diego-morales-3aconsulting
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?

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diego-morales-3aconsulting
karina-corona
Pipefy Staff
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!

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karina-corona
Pipefy Staff
Lais Laudari
Lais Laudari
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!

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Ezequiel Souza
Lais Laudari
Lais Laudari
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!😉

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Lais Laudari
Lais Laudari
Lais Laudari
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!

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Lais Laudari
Lais Laudari
Lais Laudari
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

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Lais Laudari
Lais Laudari
Lais Laudari
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/

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lorena
Lais Laudari
Lais Laudari
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

2002
Lais Laudari
Lais Laudari
Lais Laudari
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.

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Lais Laudari

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