财务：费用管理创新.pdf

1、Finance:Innovations in Expense Management Olga Anisimovich&Doug Johnson2AgendaExpense Management Capabilities and BenefitsExpense Management WorkflowsPurchase OrdersExpense ReceiptsCorporate Cards and Bank FeedsApproval MapsUsing Internal Projects to Track Expenses3Presented byOlga AnisimovichSenior

2、 Technical Product ManagerDoug JohnsonVP Product Management4AutomateExpand andEnhanceExpand your BusinessGo GlobalDouble-Entry AccountingAudit ControlsFinancial ReportingControl Accounts SubaccountsDashboardsAccrualsGL AllocationsRecurring TransactionsBank FeedsAP Document RecognitionAcumatica Payme

3、ntsApproval Workflows Deferred RevenueFixed Assets Expense ManagementContract ManagementTax ManagementIntercompany AccountingProjectsBudgetingMultiple financial calendarsGlobal FinancialsMulti-currencyLocalizationFoundationFinancial Overview:from basic needs to global featuresExpense Management6Expe

4、nse Management OverviewBudgetsVendorsApproval WorkflowsPurchase OrdersAP BillsBank transactions&FeesExpense ReceiptsBanksCorporate CardsProjectsEmployeesInternal Requests7Key BenefitsIntegrated Solutions Means Real time tracking and approval of expensesPurchase orders,expense receipts,bank fees,and

5、corporate cards all managed in one systemApproval maps provide flexible,multi-level approvalsProjects provide budgeting that can span periods or specific objectivesLower integration and software costsExpense Management WorkflowsPlanned purchases using purchase ordersExpense receiptsCorporate cards a

6、nd bank feedsPlanned Purchases using Purchase OrdersPurchase Orders Best PracticesBudgetsCompany ProjectsExpense Planning and ApprovalUse requests for account-level budget controlUse projects for specific initiative budget controlProcessing and ReportingUse AP Document Recognition to streamline bill