The Basics of Automation for Accounts Payable Specialist

所在平台: Udemy

课程主页: https://www.udemy.com/course/the-basics-of-automation-for-accounts-payable-specialist/

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**课程名称:**应付账款专员自动化基础 **课程概述:** 本课程旨在帮助您理解并掌握应付账款(AP)工作流程自动化的基本概念和实际应用。即使您公司已经在使用此类系统,本课程也将深入解析其运作原理。 **核心内容:** * **AP工作流程自动化:** 了解 AP 自动化如何实现发票与采购订单(PO)和收货单(GR)的匹配,如何将发票路由至相关人员进行审核和批准,以及如何应用公司特定的业务规则。 * **其他自动化选项:** 探索电子收据结算、差旅及费用报销、信用卡费用管理、自动清算所(ACH)支付等多种自动化解决方案。 * **数据流动与整合:** 学习如何将数据从公司的记录系统(System of Record)有效地传输到任何自动化工具或软件中,理解数据流向有助于识别问题根源。 * **自动化项目实施:** 了解自动化软件系统的实施过程,包括项目所需的时间和资源。 **课程价值:** 本课程特别适合希望提升自动化知识、优化工作流程、参与自动化相关项目的应付账款专员。具备基础自动化知识的 AP 人员,将能为团队带来显著的价值。

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课程详情

What is Accounts Payable (AP) Workflow Automation? Even if your company uses such a system, do you understand how it works?Automation of Accounts Payable can match invoices to Purchase Orders and Goods Receipts, route invoices to the appropriate parties for review and approval and can even apply company specific business rules. Learn the basics on how all this is done.This course also includes an introduction to other automation options such as Electronic Receipt Settlement, Travel and Expense reporting, the management of Credit Card charges, Automatic Clearing House payments, and outsourcing the printing of checks. Discover how data can be "moved" from a company's system of record into any automation tool or software when needed. Understanding the flow of data can be instrumental in identifying the root causes of some issues. It can also benefit an AP Specialist interested in working on automation related projects.Hear how automation software systems are implemented. Such projects do take time and resources. It has been my experience that Accounts Payable staff with even basic knowledge of automation can be a significant benefit to the team.

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