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Free cpe webinars
How to Develop and Implement an Efficient AP Approval Workflow for Your Clients

HOW TO DEVELOP AND IMPLEMENT AN EFFICIENT AP APPROVAL WORKFLOW FOR YOUR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 29, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are your clients habitually paying vendor late fees, lacking in organization, missing AP documentation, or creating exceptions? These are just a few symptoms of a manual, paper-intensive approval workflow (or lack of a clear process altogether). It can also be a great opportunity for your firm to deliver value, by updating its workflow to something a bit more simplified.

In collaboration with leading accounting firms and industry experts, we’ve created these best practices to guide accounting firms to evaluate and improve client approval processes. This webinar will walk you through the steps of client analysis, building a workflow, and managing expectations. You'll be able to help your clients create time and cost-saving efficiencies, lower risk with a clear separation of duties, and create transparency throughout the process.

Learning Objectives:


  • Evaluate your clients’ needs to identify key workflow challenges they face

  • Determine trackable goals using Key Performance Indicators (KPIs)

  • Construct an approval workflow that solves these challenges

  • Summarize and implement the new processes with your client

  • Measure progress and make adjustments

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Brandon Roth

BILL
Senior Product Marketing Manager
broth@hq.bill.com

Billcom

Brandon Roth is the Senior Manager of Technical Marketing at Bill.com. After years of consultation and sales, supporting firms of all sizes and their clients, Brandon is now dedicated to his role as a ‘technical translator’—helping firms better understand technology and how to use it to their advantage.

About Our Presenter

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.