How to Develop and Implement an Efficient AP Approval Workflow for Your Clients

Are your clients habitually paying vendor late fees, lacking in organization, missing AP documentation, or creating exceptions? These are just a few symptoms of a manual, paper-intensive approval workflow (or lack of a clear process altogether). It can also be a great opportunity for your firm to deliver value, by updating their workflow to something a bit more simplified.

In collaboration with leading accounting firms and industry experts, we’ve created these best practices to guide accounting firms to evaluate and improve client approval processes. This webinar will walk you through the steps of client analysis, building a workflow, and managing expectations. You'll be able to help your clients create time and cost-saving efficiencies, lower risk with a clear separation of duties, and create transparency throughout the process.

Learning Objectives:

  • Evaluate your clients’ needs to identify key workflow challenges they face
  • Determine trackable goals using Key Performance Indicators (KPIs)
  • Construct an approval workflow that solves for these challenges
  • Summarize and implement the new processes with your client
  • Measure progress and make adjustments

Read the accompanying Best Practices Guide for AP Approval Workflows

About Brandon Roth: Brandon is dedicated to his role which is internally known as a “technical translator” - this is a role that brings together his experience with sales, consulting, and supporting firms and clients of all sizes. 

He is BILL's expert at helping firms better understand technology, and how to use it to their advantage.

This webinar is part of our Accounts Payable Best Practices Series. This series is designed to empower you and your firm to better advise your clients on the best practices that can make a real difference in their businesses. 

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