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CFOs, Controllers: Automate Accounts Payable Processing - Reduce costs – Go Paperless, Improve security and Audit trail

4.5 (52)

Kevin McArthur, CDIA

FileHold Systems Inc

Tuesday, November 26, 2019 | 11:00 AM EDT

  • CPA

1 Credit

FREE

Subject Area

Computer Software and Applications

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Course Description

Whether you are CFO, Controller, Accountants, CPAs, Tax Professionals, or anyone in accounting industry you are always looking at the way to make your or your clients accounts payable functioning seamless, paperless, and of course cost-effective, do attend this webinar either to advise your client or for you own organization.

And Invoice processing is one such tedious and time-consuming function. If your client or company is dealing with large number of paper invoices &; that are diverse and complex and if you want to automate the invoice receipt, sending, approval, storage and sorting process including eventual integration with your accounting system, this webinar by Kevin McArthur. demonstrates how a paper invoice is converted to electronic form, including capture of metadata, such as invoice no., supplier name, invoice amount &; then into a document workflow for approvals and processing and importing it to your accounting system. The invoice now securely resides in a central repository where it is secure, version-controlled & fully searchable. Outgoing invoices can be stored directly into FileHold without ever being printed.

Learning Objectives

  • Learn how to convert paper invoices to electronic form
  • Learn how it initiate electronic workflows for invoice approval and be completely paperless.
  • Learn how to create and store invoices in electronic form
  • Learn how to store invoices for easy retrieval, search and recovery directly from your accounting system
  • Learn how you document management system integrated with MS Office.
  • Learn how to securely send electronic invoices to your customers

Who Should Attend?

  • Accounting Firm
  • Auditors
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Tax Practitioners
  • Young CPA

Testimonial

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4.5

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58%
37%
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