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Results for “Finance”

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Our Workflow Template Generator recognizes your specific needs and requirements and generates custom workflow templates in moments, just give it a few pointers about what kind of workflow you need.

Accounts Payable

The Accounts Payable process is a critical business function that involves the management of payments to suppliers for products or services procured. The process includes the verification of invoices, approval acquisition, cost-saving identification, and timely payment release.

Accounts Receivable

The Accounts Receivable process involves evaluating and extending credit to clients, collecting timely payments for services provided, and maintaining healthy cash flow.

Budget Transfer Request

The Budget Transfer Request business process serves as a crucial document that an employee submits to gain budget relocation approval, including a justification for doing so.

CAPEX Request

The CAPEX Request process is a critical component of financial accounting that requires thorough evaluation and planning. It involves automating the CapEx management system to expedite the request and review process, as well as secure audit records for governance purposes.

Corporate Card Request

The Corporate Card Request process is designed to enable employees to pay for pre-approved business expenses, such as hotels, meals, rental cars, flights, etc., through an automated workflow.

Employee Expense Claim

The Employee Expense Claim is a process through which employees can seek reimbursement for business-related expenses incurred during the course of their job.

Petty Cash Request

Petty cash requisition is a crucial financial process that is essential to ensure that the organization’s funds are being used appropriately.

Purchase Order

A Purchase Order is a business process that involves the creation of a document by a buyer detailing their requirements. It is a crucial tool in eliminating wrong orders and ensuring clear communication between buyers and sellers.

Purchase Request

The Purchase Request is a vital business process that involves the creation of a document by employees when they need to procure something on behalf of the company. It necessitates extensive collaboration, approvals, and persistent follow-ups.

Travel Request

The Travel Request business process is designed to streamline the approval of travel and reimbursement requests within an organization that requires frequent travel.

Purchase Approval

The purchase approval process enables staff to get approval to buy specific goods and services. This SOP ensures purchasing compliance and cost management.

Expense Reimbursement

This is a standard process for reimbursing employee expenses for business-related purposes. With a solid expense reimbursement process in place your staff never have to worry the company will not pay them back the money they spent out of pocket.

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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