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Just Tell Me What To Do: ERP Automated Workflows

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June 20, 2019 12:00 PM


Tools that will simplify recurring transaction entries (GL Monthly Close Entries, AP Utility Bills, using ACH to Pay Vendors):

  • Automation Schedules, Templates, Recurring Transactions

Tools that will improve hand-offs between departments:

  • Acumatica: Automation Notifications, Activities/Tasks, Assignment Maps)
  • Sage Alerts

Tools that will limit your exposure and provide greater visibility into cost

  • Approval Maps

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June 20, 2019 12:00 PM

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