Posted in Financial Process Automation, Workflows

Sales Order Form Templates

Automated sales orders increase cashflow and let salespeople focus on selling.

A sales order form is an order form that a company creates to list the products and services being ordered by a customer. The customer may provide one or more purchase orders (PO) for that purpose. The sales order is a document that’s created internally by the company so that it may process the order in a controlled manner with the necessary checks, authorizations and signatures in place. The associated purchase orders are often attached to the sales order for convenience.

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Posted in Approval Process, Confluence Workflows, Financial Process Automation

[Video] Install and Modify a PO Template

purchase-order-videoPurchase Order Approval is a very routine day-to-day workflows. Many customers choose Live Forms to digitize this workflows.

Starting with one of our pre-built templates, you can easily customize it to create your own fully electronic, mobile-capable and business-ready PO in very little time. You won’t need expensive and hard-to-find skills like iOS/Android app development or HTML5/CSS3 expertise to create a beautiful, electronic app that just works on all devices.

At frevvo, we just digitized a completely customized Purchase Order approval workflow for a University customer in 45 man-hours.

Watch this short (7 min) video to quickly see how. We’ll show how to:

  • Install a pre-built PO workflow template with a single click.
  • Modify it to meet business requirements (we’ll add a Finance step).
  • Run it in frevvo’s Cloud.

Hundreds of customers are already benefiting. Why not give it a whirl? Sign up for a free trial and see for yourself. It takes 30 seconds, and you can install a template and try it out instantly.

Posted in Approval Process, Financial Process Automation, Workflows

[Video] Accounting & Financial Process Automation

cfo-concerns

In a previous article we talked about how senior finance executives at companies are optimistic about the U.S. economy (56%) and about their own company’s performance (69%). But, they’re concerned about inefficiencies and willing to invest in technology to improve performance.

The fact is that even routine, day-to-day processes such as vendor invoices, purchase orders, and expense reports take an exorbitant amount of time if done manually. Our infographics and other blog articles discuss how frevvo’s affordable, cloud-based workflow products for financial process automation can improve efficiencies in these areas. We’ve also created a short (2 min) video below to show you the benefits of using frevvo for financial process automation.

Interested in learning more? Visit our website to and see how customers are already using frevvo’s public and private cloud solutions to transform their financial processes.

Posted in Approval Process, Confluence Workflows, Financial Process Automation, Workflows

[Video] Expense Report Workflow Template

Many of our customers choose frevvo to automate their finance/accounting and human resources (HR) workflows. Getting an expense report approved and paid is a common use case.

Expense-Report-Video
7.5 min video. Create your own fully-functional expense report workflow..

We’ve created this short (7.5m) video to help you install, configure and try out this template. We know that it’s one of our most frequently downloaded workflow templates.

Click on the image to view the video and see how you can start with a pre-built template and have a fully-functional expense report workflow in less than 10 minutes. You can also view the documentation for this template.

Posted in Approval Process, Confluence Workflows, Financial Process Automation, Workflows

[Video] Purchase Order Workflow Template

Many of our customers choose frevvo to automate their accounting/finance workflows. Getting a PO internally approved and then signed by the Client is a common use case. PO-Video

We’ve created this short (7m) video to help you install, configure and try out this template. We know that it’s one of our most frequently downloaded workflow templates.

Click on the image to view the video and see how you can start automating your own Purchase Order workflow in less than 10 minutes. You can also view the documentation for this template.