Finance & Tax App Template

Accounts Payable Requests

Automate the collection of matter and client management
information for the Accounting team to process the finance request
Automate the collection of matter and client management information for the Accounting team to process the finance request

Key Features

  • User Self-service

    Provide an intuitive tool for any business user to log a submission for accounts payable, including approved supplier/vendor invoices, expense reimbursements, or refunding an overpayment.

  • Approval Workflows

    Differentiate between standard and urgent requests to accelerate the approval process for important accounts payables.

  • Approval Conditions

    Automatically involve the correct approvers with pre-determined approval conditions and send reminders as required.

  • Document Generation

    Automatically generate bespoke documents including requisition forms and expense claims.

Benefits

  • Focus on high-value work

    Minimize the time required to collect information and generate documents.

  • Effortlessly re-use data in downstream systems

    Avoid re-key inefficiencies by automatically storing data and documents in third-party document management or accounting systems.

How Does Checkbox Automate This?

1. Allow employees to access the tool to submit accounts payables from their company portal

A URL can be embedded inside the company portal, or iFrame can enable users to access the tool while staying inside the portal.

2. Qualify the accounts payable and enable self-service for requests which don't require approvers

In-built business logic points business users to the appropriate resource or approver.

3. Streamline the approval process

Automate the request for approval and any email reminders which prompt users.

4. Centrally track progress and view data using dashboards

Gain data across all requests submitted, view their real-time status and send reminders from one location.

5. Automatically route data and documents to third-party systems

Checkbox integrates with multiple systems to automatically store data and uploaded documents in central document repositories.

See It Live Now

Access our App Template or request a free personalised demo today