Posted in Financial Process Automation

Top 5 priorities for procurement in a 21st century business

Changing priorities for procurement

Procurement is a core operational function of any business. Without the ability to obtain the necessary materials, a business cannot manufacture its products.

Traditionally, procurement’s most important goal was to lower costs. However, the pace of modern business has accelerated dramatically. Today’s businesses also operate on a global landscape sourcing materials and selling products across the world. That’s forced procurement to become a digital, measurable function aligned with overall corporate priorities.

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Posted in Google Apps for Education, Green Schools, Paperless Schools

How to combine frevvo with Google Apps for Paperless Schools

Too much paper in schools

Many K-12 schools use Google Apps for Education – a suite that provides email, collaborative documents etc. School districts have hundreds of forms that can be digitized: Enrollments, Admissions, Emergency Contact Forms, Consent Forms and so on.

As a result, schools still use tons (literally 140 tons per year on average) of paper. That paper usage is not just inefficient, but goes against sustainability and environmental goals.

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Posted in Financial Process Automation

Procurement vs Purchasing: What are the differences?

Procurement vs purchasing

Procurement vs Purchasing vs Supply Chain Management – business people tend to use these terms interchangeably. While they are related and are all part of a company’s finance or accounting function, there are differences.

Let’s understand each one and the differences between them in more detail.

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Posted in Financial Process Automation

Purchase Orders vs Purchase Requisitions – how they are different

Purchase Order vs Purchase Requisition

Purchase requisitions and purchase orders – more commonly referred to as POs – are both key documents in an efficient procurement process for any business. They enable teams to plan purchases adequately, plan budgets, and provide proof of spending in case of financial audits.

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Posted in Forms, Workflows

Visual business rules for dynamic forms

Does Anyone Know Where We Keep the Unwritten Rules cartoon. Man shuffling papers from a file cabinet.

Business and educational forms & processes are usually dynamic – think purchase orders, emergency contact forms and travel requests. Our customers love how easy it is to visually design forms. With the Visual Rule Builder, they can easily create dynamic forms without the need to know JavaScript.

Learn more: Watch this 6m video to quickly learn more.

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Posted in Financial Process Automation

Purchase Orders vs Invoices – What You Need to Know

Automated procurement processes.

People often confuse purchase orders (also known as POs) and invoices or use them interchangeably. In fact, they are two different documents that each serve their own purpose. Both are key elements of the procurement process for any business.

But what’s the difference between the two – and when would you use a PO vs an invoice?

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Posted in Database

How to easily create Dynamic Database Forms

Useful processes connect to the database.

Practically every organization has at least one SQL database and often many of them. Many day-to-day business activities are simply more useful if they can access information from SQL databases on-demand.

For example, when a customer calls about a mistake on their order, your Customer Service personnel will be able to better help the customer and solve the problem quickly if they have visibility into order history from the database. Faster problem resolution leads to happier customers.

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Posted in HR Process Automation, Workflows

A Comprehensive Guide To An Efficient Time Off Request Form

Automating Time off Request Forms

What does a typical vacation process look like?

If you’re like many other businesses, your HR department is overloaded with paperwork. Honestly, that’s a shame – wouldn’t you rather have them focus on attracting and recruiting talent instead of sifting through endless paperwork?

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