Check out our new workflow tools to help automate and accelerate your internal business processes.
Payables – The accounts payable workflow provides a platform to process vendor invoices from invoice receipt through payment.
Billing – The accounts receivable workflow allows you to pull data from invoices created in Costpoint.
Vendor Maintenance – Set up a new vendor with key information for reporting and tracking into Costpoint.
Vendor Ratings – This process includes implementing an extensibility in Costpoint and provides a simple way of rating vendor performance.
Employee Management – The employee management workflow makes updating employee information in Costpoint easy.
Journal Entry Approval – The accounting department can add, replace, and copy posted and unposted journal entries from Costpoint within this workflow.
Financial Statement Approvals – Financial statement approvals are streamlined and consistently replicated with this workflow.
Employee Workforce – This process pulls relevant data and allows you to request and add employees to a project workforce.
Travel Authorization – This process provides the ability to pull project data for travel authorization to be gained by an employee.
