Digitizing receipt processing without overwhelming the team

Not Everything at Once

Digitization projects rarely fail due to software, almost always due to pace. Those who switch all processes simultaneously lose the team.

The Four Stages

This sequence has proven effective:

– Digitally record and approve accounts payable invoices.

– Automate accounts receivable and payment transactions.

– Capture expenses and time tracking mobile.

– Automate evaluations and key figures monthly.

Legal Aspects

Digital documents are equivalent, provided their integrity and readability are guaranteed for ten years. A documented process is more important during an audit than the chosen system.

The most important points in brief

– Start with accounts payable, not with the entire system.

– Document the process in writing.

– Train the team in stages instead of once.