Invoice Approvals

Dawn Alonso
Dawn Alonso
Sixth Anniversary Kudos 3 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Just wondering what smaller organizations use for Invoice Approvals? We are currently using paper POs and invoices, which then all get scanned into FENXT, and that was a big upgrade. I am sure that we could improve the rate at which people submit POs if we went electronic. Thoughts? Ideas you love?

Comments

  • Mary Hart
    Mary Hart
    Fourth Anniversary Kudos 1 Name Dropper Participant

    @Dawn Alonso
    We don't use po's. We upload the invoices and then we have it set up for either a two or three approval process depending on the amount of the invoice.

  • Robin Waldinger
    Robin Waldinger
    Ninth Anniversary Kudos 2 Name Dropper Participant

    @Dawn Alonso currently paper based but looking at alternatives. I had a question here before about AP solutions - let me find that link…

  • Robin Waldinger
    Robin Waldinger
    Ninth Anniversary Kudos 2 Name Dropper Participant

    @dawn alonso


  • Sylvia Cook
    Sylvia Cook
    Kudos 5 Fifth Anniversary Name Dropper Participant

    @Dawn Alonso We use Blackbaud ‘Webpurchasing’ for purchase orders and it uses the same approval rules as in 'Invoice Requests' in NXT. Webpurchasing is an old system and I understand they are going to revamp/modernize it all to be in NXT. Looking forward to that happening.

  • Dawn Alonso
    Dawn Alonso
    Sixth Anniversary Kudos 3 Name Dropper Participant

    @Robin Waldinger-Thanks! How did your research go with the products? Have you guys decided to select something?

    One of the big hurdles is getting off of the paper since it is such a cost, I think I could almost justify the cost of a program by eliminating the need to print things multiple times.

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