Bills batch posted straight into the accounting system
At the same accounting firm, staff batch upload client bills and the agent reads each one, decides whether it belongs in payables, receivables, or the cash book, and posts it into AutoCount after a person reviews and amends the lines. The firm has run the setup in production for three months.
How it works
- Batch uploaded bills
- Agent read each bill and classified it as payables, receivables, or cash book
- Staff reviewed and amended line items
- Approved bills posted and synced into AutoCount
Why it’s worth knowing
The agent posts into the on-premise accounting system the firm already runs, instead of asking the firm to move its books
Where it’s from
Summarized from a public post on youtube.com. See the original ↗