Session ID: 10216
Abstract: Learn how our organization streamlined a manual process to chargeback internal organizations for internally provided services. The service provider enters requisitions and receipts for services. Electronic Receipt Settlement creates invoices in Payables to record the expense and running a payment process request clears any liability and balances cash by fund. The solution shifts workload for the internal service provider, and results in a reduced workload for finance staff, reduced paper, timelier accounting, and reporting capabilities. One CPE credit will be granted per 50-minute onsite course hour.
Objective 1: Highlight challenges and inefficiencies with manual process and impact on limited resources
Objective 2: Review goals to streamline solution with no customization, reduce Finance Department’s workload, ease of use
Objective 3: Review standard Procurement, Payables, and General Ledger functionality used in the process
Objective 4: Review related configurations to demonstrate how an organization would implement a similar solution
Objective 5: Highlight how change was managed among end users, discuss benefits of solution
Audience: Functional / User