How To | Flowis https://www.flowis.com/category/resource-center/yanfeng-portal/how-to/ The Solution for Automating Business Processes Wed, 31 Jan 2024 14:58:36 +0000 en-US hourly 1 https://wordpress.org/?v=7.1 https://www.flowis.com/wp-content/uploads/2023/07/icon-Flowis-favicon.svg How To | Flowis https://www.flowis.com/category/resource-center/yanfeng-portal/how-to/ 32 32 How to Submit and Validate new Invoices https://www.flowis.com/resource-center/yanfeng-portal/how-to/how-to-submit-and-validate-new-invoices/ Wed, 29 Mar 2023 10:58:00 +0000 https://softpoint.tech/?post_type=epkb_post_type_1&p=6032 What is Flowis? At SoftPoint we have developed an integrated automation platform Flowis. With our solution, it is possible to implement a full end-to-end Purchase to pay process in Flowis that is usually spread across many different systems: In this article, you will learn about General Navigation in Flowis. Our solution can be used to […]

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]]> What is Flowis?

At SoftPoint we have developed an integrated automation platform Flowis. With our solution, it is possible to implement a full end-to-end Purchase to pay process in Flowis that is usually spread across many different systems: In this article, you will learn about General Navigation in Flowis. Our solution can be used to integrate with any ERP system. We have implemented the PTP process for multiple international customers and we’re happy to share our experience with you. At SoftPoint we also address other key finance processes.  

Accounts receivable module:

Cash application: matching customer payments with open items, automated breakdown of payments with remittances, and routing of discrepancies to relevant business owners. Billing: processing of billing requests and automated billing. Business teams: the resolution of discrepancies, submission of billing requests, and cash-flow forecasting. AR reporting.

General ledger module:

  • Fixed assets: fixed assets register, multiple books (GAAP, statutory, tax, etc.) different depreciation methods, and handling of acquisitions, disposals, and transfers.
  • Intercompany: submission of exchange requests, routing, and approval, simultaneous posting to various ERP systems, reconciliation of intercompany balances, and payment approval.
  • Account reconciliations: reconciliation cover sheets and balance explanations, auto-reconciliations, routing and approval, and integration with accounting software.
  • Lease accounting: IFRS 16 requirements, lease obligations, and calculation of BS / PL balances.
  • Manual journals: routing & approval, and automated recurring journals.
  • GL reporting

 

If you want to know more about Flowis and our solutions, visit our website or contact us via email. 

The post How to Submit and Validate new Invoices appeared first on Flowis.

]]> How to view Supplier Account Details https://www.flowis.com/resource-center/yanfeng-portal/how-to/how-to-view-supplier-account-details/ Wed, 29 Mar 2023 10:55:21 +0000 https://softpoint.tech/?post_type=epkb_post_type_1&p=6028 What is Flowis? At SoftPoint we have developed an integrated automation platform Flowis. With our solution, it is possible to implement a full end-to-end Purchase to pay process in Flowis that is usually spread across many different systems: In this article, you will learn about General Navigation in Flowis. Our solution can be used to […]

The post How to view Supplier Account Details appeared first on Flowis.

]]> What is Flowis?

At SoftPoint we have developed an integrated automation platform Flowis. With our solution, it is possible to implement a full end-to-end Purchase to pay process in Flowis that is usually spread across many different systems: In this article, you will learn about General Navigation in Flowis. Our solution can be used to integrate with any ERP system. We have implemented the PTP process for multiple international customers and we’re happy to share our experience with you. At SoftPoint we also address other key finance processes.

Accounts receivable module:

Cash application: matching customer payments with open items, automated breakdown of payments with remittances, and routing of discrepancies to relevant business owners. Billing: processing of billing requests and automated billing. Business teams: the resolution of discrepancies, submission of billing requests, and cash-flow forecasting. AR reporting.

General ledger module:

  • Fixed assets: fixed assets register, multiple books (GAAP, statutory, tax, etc.) different depreciation methods, and handling of acquisitions, disposals, and transfers.
  • Intercompany: submission of exchange requests, routing, and approval, simultaneous posting to various ERP systems, reconciliation of intercompany balances, and payment approval.
  • Account reconciliations: reconciliation cover sheets and balance explanations, auto-reconciliations, routing and approval, and integration with accounting software.
  • Lease accounting: IFRS 16 requirements, lease obligations, and calculation of BS / PL balances.
  • Manual journals: routing & approval, and automated recurring journals.
  • GL reporting

 

If you want to know more about Flowis and our solutions, visit our website or contact us via email. 

The post How to view Supplier Account Details appeared first on Flowis.

]]> How to view Open Goods Receipts https://www.flowis.com/resource-center/yanfeng-portal/how-to/how-to-view-open-goods-receipts/ Wed, 29 Mar 2023 10:54:48 +0000 https://softpoint.tech/?post_type=epkb_post_type_1&p=6026 What is Flowis? At SoftPoint we have developed an integrated automation platform Flowis. With our solution, it is possible to implement a full end-to-end Purchase to pay process in Flowis that is usually spread across many different systems: In this article, you will learn about General Navigation in Flowis. Our solution can be used to […]

The post How to view Open Goods Receipts appeared first on Flowis.

]]> What is Flowis?

At SoftPoint we have developed an integrated automation platform Flowis. With our solution, it is possible to implement a full end-to-end Purchase to pay process in Flowis that is usually spread across many different systems: In this article, you will learn about General Navigation in Flowis. Our solution can be used to integrate with any ERP system. We have implemented the PTP process for multiple international customers and we’re happy to share our experience with you. At SoftPoint we also address other key finance processes.

Accounts receivable module:

Cash application: matching customer payments with open items, automated breakdown of payments with remittances, and routing of discrepancies to relevant business owners. Billing: processing of billing requests and automated billing. Business teams: the resolution of discrepancies, submission of billing requests, and cash-flow forecasting. AR reporting.

General ledger module:

  • Fixed assets: fixed assets register, multiple books (GAAP, statutory, tax, etc.) different depreciation methods, and handling of acquisitions, disposals, and transfers.
  • Intercompany: submission of exchange requests, routing, and approval, simultaneous posting to various ERP systems, reconciliation of intercompany balances, and payment approval.
  • Account reconciliations: reconciliation cover sheets and balance explanations, auto-reconciliations, routing and approval, and integration with accounting software.
  • Lease accounting: IFRS 16 requirements, lease obligations, and calculation of BS / PL balances.
  • Manual journals: routing & approval, and automated recurring journals.
  • GL reporting

 

If you want to know more about Flowis and our solutions, visit our website or contact us via email. 

The post How to view Open Goods Receipts appeared first on Flowis.

]]> How to view Remittance Advices https://www.flowis.com/resource-center/yanfeng-portal/how-to/how-to-view-remittance-advices/ Wed, 29 Mar 2023 10:54:08 +0000 https://softpoint.tech/?post_type=epkb_post_type_1&p=6024 What is Flowis? At SoftPoint we have developed an integrated automation platform Flowis. With our solution, it is possible to implement a full end-to-end Purchase to pay process in Flowis that is usually spread across many different systems: In this article, you will learn about General Navigation in Flowis. Our solution can be used to […]

The post How to view Remittance Advices appeared first on Flowis.

]]> What is Flowis?

At SoftPoint we have developed an integrated automation platform Flowis. With our solution, it is possible to implement a full end-to-end Purchase to pay process in Flowis that is usually spread across many different systems: In this article, you will learn about General Navigation in Flowis. Our solution can be used to integrate with any ERP system. We have implemented the PTP process for multiple international customers and we’re happy to share our experience with you. At SoftPoint we also address other key finance processes.

Accounts receivable module:

Cash application: matching customer payments with open items, automated breakdown of payments with remittances, and routing of discrepancies to relevant business owners. Billing: processing of billing requests and automated billing. Business teams: the resolution of discrepancies, submission of billing requests, and cash-flow forecasting. AR reporting.

General ledger module:

  • Fixed assets: fixed assets register, multiple books (GAAP, statutory, tax, etc.) different depreciation methods, and handling of acquisitions, disposals, and transfers.
  • Intercompany: submission of exchange requests, routing, and approval, simultaneous posting to various ERP systems, reconciliation of intercompany balances, and payment approval.
  • Account reconciliations: reconciliation cover sheets and balance explanations, auto-reconciliations, routing and approval, and integration with accounting software.
  • Lease accounting: IFRS 16 requirements, lease obligations, and calculation of BS / PL balances.
  • Manual journals: routing & approval, and automated recurring journals.
  • GL reporting

 

If you want to know more about Flowis and our solutions, visit our website or contact us via email. 

The post How to view Remittance Advices appeared first on Flowis.

]]> How to view Purchase Orders https://www.flowis.com/resource-center/yanfeng-portal/how-to/how-to-view-purchase-orders/ Wed, 29 Mar 2023 10:53:19 +0000 https://softpoint.tech/?post_type=epkb_post_type_1&p=6022 What is Flowis? At SoftPoint we have developed an integrated automation platform Flowis. With our solution, it is possible to implement a full end-to-end Purchase to pay process in Flowis that is usually spread across many different systems: In this article, you will learn about General Navigation in Flowis. Our solution can be used to […]

The post How to view Purchase Orders appeared first on Flowis.

]]> What is Flowis?

At SoftPoint we have developed an integrated automation platform Flowis. With our solution, it is possible to implement a full end-to-end Purchase to pay process in Flowis that is usually spread across many different systems: In this article, you will learn about General Navigation in Flowis. Our solution can be used to integrate with any ERP system. We have implemented the PTP process for multiple international customers and we’re happy to share our experience with you. At SoftPoint we also address other key finance processes.

Accounts receivable module:

Cash application: matching customer payments with open items, automated breakdown of payments with remittances, and routing of discrepancies to relevant business owners. Billing: processing of billing requests and automated billing. Business teams: the resolution of discrepancies, submission of billing requests, and cash-flow forecasting. AR reporting.

General ledger module:

  • Fixed assets: fixed assets register, multiple books (GAAP, statutory, tax, etc.) different depreciation methods, and handling of acquisitions, disposals, and transfers.
  • Intercompany: submission of exchange requests, routing, and approval, simultaneous posting to various ERP systems, reconciliation of intercompany balances, and payment approval.
  • Account reconciliations: reconciliation cover sheets and balance explanations, auto-reconciliations, routing and approval, and integration with accounting software.
  • Lease accounting: IFRS 16 requirements, lease obligations, and calculation of BS / PL balances.
  • Manual journals: routing & approval, and automated recurring journals.
  • GL reporting

 

If you want to know more about Flowis and our solutions, visit our website or contact us via email. 

The post How to view Purchase Orders appeared first on Flowis.

]]> How to view Invoices https://www.flowis.com/resource-center/yanfeng-portal/how-to/how-to-view-invoices/ Wed, 29 Mar 2023 10:52:46 +0000 https://softpoint.tech/?post_type=epkb_post_type_1&p=6020 What is Flowis? At SoftPoint we have developed an integrated automation platform Flowis. With our solution, it is possible to implement a full end-to-end Purchase to pay process in Flowis that is usually spread across many different systems: In this article, you will learn about General Navigation in Flowis. Our solution can be used to […]

The post How to view Invoices appeared first on Flowis.

]]> What is Flowis?

At SoftPoint we have developed an integrated automation platform Flowis. With our solution, it is possible to implement a full end-to-end Purchase to pay process in Flowis that is usually spread across many different systems: In this article, you will learn about General Navigation in Flowis. Our solution can be used to integrate with any ERP system. We have implemented the PTP process for multiple international customers and we’re happy to share our experience with you. At SoftPoint we also address other key finance processes.

Accounts receivable module:

Cash application: matching customer payments with open items, automated breakdown of payments with remittances, and routing of discrepancies to relevant business owners. Billing: processing of billing requests and automated billing. Business teams: the resolution of discrepancies, submission of billing requests, and cash-flow forecasting. AR reporting.

General ledger module:

  • Fixed assets: fixed assets register, multiple books (GAAP, statutory, tax, etc.) different depreciation methods, and handling of acquisitions, disposals, and transfers.
  • Intercompany: submission of exchange requests, routing, and approval, simultaneous posting to various ERP systems, reconciliation of intercompany balances, and payment approval.
  • Account reconciliations: reconciliation cover sheets and balance explanations, auto-reconciliations, routing and approval, and integration with accounting software.
  • Lease accounting: IFRS 16 requirements, lease obligations, and calculation of BS / PL balances.
  • Manual journals: routing & approval, and automated recurring journals.
  • GL reporting

If you want to know more about Flowis and our solutions, visit our website or contact us via email. 

The post How to view Invoices appeared first on Flowis.

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