Accounts Payable Requests
Automate the collection of matter and client management information for the Accounting team to process the finance request.
Accounts Payable Requests
Automate the collection of matter and client management information for the Accounting team to process the finance request.
Key Features
- Provide an intuitive tool for any business user to log a submission for accounts payable, including approved supplier/vendor invoices, expense reimbursements, or refunding an overpayment.
- Differentiate between standard and urgent requests to accelerate the approval process for important accounts payables.
- Automatically involve the correct approvers with pre-determined approval conditions and send reminders as required.
- Automatically generate bespoke documents including requisition forms and expense claims.
Benefits
See It Live
Key Features
- Provide an intuitive tool for any business user to log a submission for accounts payable, including approved supplier/vendor invoices, expense reimbursements, or refunding an overpayment.
- Differentiate between standard and urgent requests to accelerate the approval process for important accounts payables.
- Automatically involve the correct approvers with pre-determined approval conditions and send reminders as required.
- Automatically generate bespoke documents including requisition forms and expense claims.
Benefits
See It Live
How Does Checkbox Automate This?
1. Allow employees to access the tool to submit accounts payables from their company portal
A URL can be embedded inside the company portal, or iFrame can enable users to access the tool while staying inside the portal.
2. Qualify the accounts payable and enable self-service for requests which don't require approvers
In-built business logic points business users to the appropriate resource or approver.
3. Streamline the approval process
Automate the request for approval and any email reminders which prompt users.
4. Centrally track progress and view data using dashboards
Gain data across all requests submitted, view their real-time status and send reminders from one location.
5. Automatically route data and documents to third-party systems
Checkbox integrates with multiple systems to automatically store data and uploaded documents in central document repositories.
How Does Checkbox Automate This?
1. Allow employees to access the tool to submit accounts payables from their company portal
A URL can be embedded inside the company portal, or iFrame can enable users to access the tool while staying inside the portal.
2. Qualify the accounts payable and enable self-service for requests which don't require approvers
In-built business logic points business users to the appropriate resource or approver.
3. Streamline the approval process
Automate the request for approval and any email reminders which prompt users.
4. Centrally track progress and view data using dashboards
Gain data across all requests submitted, view their real-time status and send reminders from one location.
5. Automatically route data and documents to third-party systems
Checkbox integrates with multiple systems to automatically store data and uploaded documents in central document repositories.
See It Live
Access our App Template or request a free personalised demo
See It Live
Access our App Template or request a free personalised demo
