Finance & Procurement

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

Oi, pessoal! Eu me chamo Ian e sou um dos copywriters aqui do Pipefy. Reuni neste artigo dicas de como criar fluxos de aprovação em um processo de compras. Você também pode conferir o artigo na íntegra logo abaixo: Tempo estimado de leitura: 5 minutos Fluxos de aprovação são rotineiros em processos de compras, pois compradores, líderes e gerentes precisam verificar e aprovar requisições de compras. Para obter maior velocidade, visibilidade de informações e um fluxo à prova de erros, é possível automatizar as aprovações e eliminar tarefas manuais, como pedir aprovações por email. Neste artigo, ensinamos você a criar um fluxo de aprovação automático, sendo que você pode adaptá-lo como quiser para atender as necessidades do time de Suprimentos. Ao clicar no botão de Automatizar, localizado no cabeçalho do pipe e depois em Criar uma nova automação, você pode configurar cenários variados de eventos e ações. Neste artigo, detalhamos como configurar dois fluxos de aprovação. Vamos abordar os

Hello, Community! 😀 I'm Ian, one of the copywriters here at Pipefy. I wrote an article teaching how to create approval flows for purchase processes! Take a look at it in our Help Center or check it out below: Estimated reading time: 5 minutes Approval flows are routine in purchasing processes as buyers, leaders, and managers need to verify and approve orders often. To acquire more speed, information visibility, and a foolproof flow, you can automate approvals and eliminate manual tasks such as requesting approvals via email. In this article, we will teach you 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. By clicking on the Automate button, located in the pipe's header, and then on Create a new automation, you can set up different scenarios of events and actions. In this article, we detail how to set up two different approval flows. We will cover the following topics: Forms and field

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.

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 !