Accounting, ERP and automation

The pillar guide

Accounting, ERP and automation explained: from receipt to posting - Matching, approval, posting and payment, and the ERP mapping that makes automation safe rather than merely fast.

Working guides in this topic

• Accounts payable automation: receipt to approval - Receipt, validation, matching, approval and posting, with an exception queue that a person owns.
• Accounts receivable automation: issue to cash - Issue, delivery, status, reminder and cash application, tracked as one record per invoice.
• Approval workflows and controls - Who approves, what they approve, and the segregation that keeps approval honest.
• Automation return without invented figures - How to measure automation return from your own counts: time, errors and rework, before and after, with no invented benchmark.
• ERP change management for invoicing - Testing, parallel runs and rollback for ERP changes that touch invoicing, planned before the change.
• ERP field mapping and master data sync - Mapping and synchronising party, product and tax master data between ERP and invoicing systems.
• ERP integration checklist: phases and go-live - Inventory systems and partners, agree the data contract, define interfaces and states, test the unhappy paths, prepare operations, then a go-live gate.
• Exception queues that actually clear - An exception queue with owner, age, action and escalation, reviewed daily until it clears.
• Payment runs from approved invoices - From approved invoice to payment run, with bank detail checks and a payment file that reconciles.
• Three-way matching explained: invoice, order and receipt - How invoice, purchase order and goods receipt are compared, and what a mismatch should do.

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