Rob Mathieson
Articles
Recent activity by Rob Mathieson
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Credit Control
Introduction Credit control teams have a thankless task, often having to work with outdated information and cumbersome systems to manually record actions across multiple disjointed systems. Cloud-a...
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Payment Receipt
Introduction Creating and issuing payment receipts is one of those time-consuming tasks that fall to the finance team. Fortunately, cloud invoicing software provides a fast, uncomplicated way to se...
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Sales Invoicing
Summary/Intro Traditional manual invoicing processes are inefficient, time-consuming, and detrimental to cash flow. Cloud-accounting solutions can help automate and streamline the end-to-end proces...
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Credit Notes
Introduction Traditional credit note-raising processes are inefficient, time-consuming, and often require frequent interaction between finance and sales as well as end customers. Cloud-accounting s...
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Integrated expense management
Need: A more secure and efficient way of handling expense submissions and approvals. Description: Currently using numerous spreadsheets to track and manage expense submissions and approvals, an org...
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Automatically convert opportunities to sales orders
Need: A solution to automatically convert Opportunities to Orders. Description: An organisation wants to integrate their CRM and Accounting platform to allow for a seamless transition with opportun...
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Faster group reporting with multi-entity consolidation
Need: A parent organisation has the requirement to run consolidation of the financial data across all of its subsidiaries. Description: An organisation wants to consolidate data across its multiple...
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Strategy 2: Financial Transformation
What is Financial Transformation? Financial Transformation describes the process of updating an organisations financial process to create a more efficient business. Financial Transformation allows ...
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Purchase Orders
Introduction Purchase Order (PO) creation and distribution is an obvious inefficient and manual task within any organisation that requires onerous communication. Cloud solutions can help integrate,...
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Customer Accounts
Introduction Customer account management is a key component of any Finance and CRM system, yet is often overlooked with outdated, non-connected systems that lead to account duplication, misalignmen...
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