article thumbnail

Accounting Tasks Spreadsheet [Free Templates and Checklists]

Jetpack Workflow

A simple way to do that is with spreadsheets, using Google Sheets or Microsoft Excel. Review Accounts Payable Review accounts payable at the end of the week to see if any bills are still outstanding. Follow up if needed to collect payment and be sure you sent the invoices to the appropriate customers.

article thumbnail

Form Automation - OCR for Forms & Automated Forms Processing

Nanonets

Form processing involves the collection, extraction, and analysis of data from various types of forms, such as invoices, receipts, and surveys. Form Automation Workflow Let us look at each step of the form automation workflow one by one - Form Creation The first step is to create a form that can be used to collect information from users.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Automated Billing Software Increases Billing Speed & Efficiency

Billing Platform

Think Microsoft Excel. While Excel is certainly more efficient and accurate than paper ledgers, it’s a stretch to say it delivers automation. Let’s take this question one step further – is billing software the same as billing automation? This is especially true if your organization handles complex billing models.

Billing 52
article thumbnail

Top 5 Financial KPIs for Business Strategy

Invoicera

Cash flow tells if a company can pay bills and stay stable. Simply put, working capital is the money a business can use immediately for short-term expenses like bills, inventory, and employee salaries. Microsoft Excel & Google Sheets are the two prevalent choices. It is vital for investors, managers, and owners.

article thumbnail

Expense Reconciliation: Step-by-Step Guide

Nanonets

This method is painstaking and involves matching each expense entry with the corresponding documentation—bills, invoices, purchase orders, cheques, bank statements and the likes—to identify discrepancies and errors. Ensure that you have access to accurate and up-to-date financial data to facilitate the reconciliation process.

article thumbnail

How Can You Independently Track Multiple Income Streams?

Invoicera

Even if some streams generate revenue at different intervals, collectively, they contribute to a more regular and reliable cash influx, aiding in smoother financial operations. Schedule automated sending to ensure prompt billing, reducing manual errors and saving valuable time.

article thumbnail

Excel Automation: Transforming Spreadsheets into Super Tools

Nanonets

Join us as we decode the mechanics of macros, harness the capabilities of functions and formulas, wield the transformative force of Power Query and Power Pivot, and delve into the myriad possibilities that arise from seamlessly integrating Excel with an array of interconnected applications. What is Excel Automation?