Optimized Accounts Payable Workflow Increases Efficiency and Organization
A global provider of learning and development solutions for applications engaged Imaginet to create a SharePoint Online site to track and organize invoices for their organization. Their existing external database held various accounting records, tracking charges and details on vendors, but lacked structure around the invoice approval process and a defined audit trail. The Imaginet Business Productivity team built a SharePoint site that organizes invoices, routes them for approval, and identifies which ones are paid or outstanding. Workflows, set up with the help of Power Automate, automatically unzip any necessary files when new vendor invoices are uploaded and archive files when an invoice is approved (marked as paid). Bulk exports … Read more