(NA) Start Here - Invoice to Purchase Process

If your organization uses a small business accounting application, you probably dread the invoice process. It can be tedious and a complete time drain. That’s because your software simply isn’t up to the task and isn’t robust enough to streamline and automate the invoice to purchase process.

We work with businesses of every size and in every industry to help them find the right technology that makes the invoice to purchase process easier.

These are some of the most common invoice to purchase challenges we’ve come across:

Invoice processing takes forever
There’s too much paper involved
Invoice approvals are slow
Payments are often late
There’s no clear picture of what you’re spending on your vendors
It’s impossible to match POs and receipt numbers
You don’t have a flexible framework that can provide purchase order, goods receipt purchase order, AP invoice and outgoing payment at once – or just one of these the moment you need it

Small Changes, Big Impact: Steps to Invoice to Purchase Automation and Integration

You’ve probably heard the term digital transformation - but you might be wondering what it means, and even more so, what does it mean for your business. Think about it like this: You are likely overwhelmed with decisions more than ever - and looking at new ways to do business to bounce back from a changing world. That can seem like too big an obstacle to take on – but it doesn't have to be that way.

Many of our clients have started with just one single step – making the dive into digital transformation a little less complicated. They didn't try to solve all their problems in a day. They just took one step forward asking themselves - what can I automate or integrate to make this one business area run better? Making even one small change to your technology can have a big impact in your business. For example, digital transformation could mean a simple solution to automate your purchase to pay process. Or maybe a mobile app for your team to capture expenses without all of the paper. It’s simply embracing technology to help run your business better.

Digitize and Distribute: iDocuments Keeps Invoices Moving While Employees Stay Put

Duncan Wyeth, director of Synantix, spoke with Carl Lewis, Vision33’s Connected Enterprise Podcast host, about how iDocuments’ automation solutions help businesses become more efficient, manage increasing accounting transactions, and stay on track despite a remote workforce.

Read this brief blog to learn about automation solutions to streamline your business processes, and tune into the full podcast!

Read the blog

Automating the Opportunity to Invoice Process with SAP Business One

Let’s say you have to track an opportunity through the sales cycle, develop an estimate for a new part, publish a quote, and convert the quote to an order then it has to be approved by the prospect. But what do you do when your current software systems aren’t sufficient to streamline these processes together?

Read this blog to learn what an ERP solution can do for your business and check out the included video!

Read the blog

Check Out These Resources Too

Here are even more resources for you to explore, including information about process automation and ERP solutions.

iDocuments is a browser-based solution that simplifies and automates purchase to pay, expense management and sales order processes. We’ve also included resources about Sage Intacct and SAP Business One, two popular ERP solutions.

If you have any questions or would like to chat about any of these finance and accounting resources, please feel free to drop us a line or Live Chat with one our Consultants to get your questions answered.