Halloween Webinar: Taking away fear of optimization and change

Halloween Webinar: Taking away fear of optimization and change

In the Halloween-themed theme webinar (Dutch spoken) held on 17-10-2023, we discussed several optimization possibilities and how to overcome fears related to implementing these improvements. In this article, you can access the webinar recording and reference materials.

Webinar Playback

If you wish to rewatch the webinar or share it with your colleagues, you can find the recording here:



You will find the PowerPoint sheets in the attachments of this article.

Reference

Quick Processing via the Mailbox
Optimizing mailbox processes allows you to process invoices faster and with ease. You can find more information in the following articles:
  1. General information about how the mailbox works can be found in this article: Mailbox General Information
  2. Information on how to automatically process invoices can be found here: Automatic Processing
  3. For more tips on optimizing mailbox processes, you can refer to this article: Optimizing the mailbox

Processing Invoices via the PEPPOL Network
The PEPPOL network allows you to securely receive XML invoices.
  1. Learn how to easily activate working with PEPPOL here: PEPPOL Activation Guide
  2. Background information about PEPPOL is explained in this article: PEPPOL Background Information

Various organizations can provide invoices via the PEPPOL network including those below:


Processing XML Invoices
XML invoices are data files that Spend Cloud can read with 100% reliability.
  1. Understand how working with XML invoices works in this article: XML Invoice Processing
  2. Learn about transitioning to processing XML invoices in this article: Transition to XML Invoice Processing

Various organizations can provide invoices in XML format including those below:


Automatic Export
  1. Once an invoice is ready for export, it is automatically exported. Learn how to enable automatic export here: Automatic invoice export

Booking Filters
Filters allow you to automatically code bookings based on keywords, reducing incorrect bookings and manual tasks.
  1. Discover more about setting up and using filters within the Cash & Cards module in this article: Adding a filter
  2. You can find a list of MCC codes here



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