General Inquiries

AP Automation Software / Interface with Quick Books

  • 1.  AP Automation Software / Interface with Quick Books

    Posted 12-02-2019 20:52
    Hello,
    I am relatively new to my company and our vendor AP process is very manual.  I'm looking into AP automation software to facilitate streamlining AP invoice approvals by PM's, lien waiver management, etc.
    Wanted to reach out to this group to see if anyone is using anything they would recommend that interfaces with Quickbooks?  Any other tips, watch-outs, etc. would be much appreciated as well.
    Best,
    Abbey


    ------------------------------
    Abigail Pearson
    Chief Financial Officer
    Barrett-Made
    Portland ME
    (207) 210-4421
    ------------------------------


  • 2.  RE: AP Automation Software / Interface with Quick Books

    Posted 12-03-2019 10:13
    I've found CONCUR Invoice to be very effective for the bill-to-approve portion of the workflow. Bills/invoices emailed to @ inbox, auto-fwd to CONCUR and the go through a digital workflow for coding > submission > review & final approval ... then integrated with QB

    Payment processing still managed out of QB.
    Lien Waivers still managed separate from the bill-to-pay workflow.

    Happy to chat more if you send me a PM we can connect.

    ------------------------------
    John Shaddix
    Momentum Exterior Systems - CFO
    john.shaddix@momentum-glass.com
    Spring TX
    (281) 809-2830 x306
    ------------------------------



  • 3.  RE: AP Automation Software / Interface with Quick Books

    Posted 12-04-2019 06:12
    Bill.com is a really good system as well

    ------------------------------
    Steve Brunner CPA, CVA, MAFF
    CFO
    Rizzo Brothers Painting Contractors
    Covington KY
    (859) 431-4700
    ------------------------------



  • 4.  RE: AP Automation Software / Interface with Quick Books

    Posted 12-04-2019 09:03
    Good morning, Abigail:

    Bil.com is a nice service for payments. Capital One works well also. However: run, don't walk, away from comdata; product & service not delivered as advertised.

    Regards,
    Dan DiNardo CPA
    Narberth PA
    610-304-4789

    ------------------------------
    Daniel DiNardo
    Daniel J DiNardo CPA
    Penn Valley PA
    (610) 664-4385
    DanielDiNardo
    ------------------------------