Blog / AP Automation, Purchase-to-pay

4 tips for a stress-free summer vacation

For the holiday period

Here are 4 tips on how Palette Software can help you maximise your summer holidays by using our solutions correctly.

“Temporary users”

Over the summer you may need to rely on temporary staff to help out in the accounts payable department. If that is the case you should consider making use of Palette’s “Temporary users” function. This enables you to delegate a role or inbox to another user who can help to handle the invoices, requisitions, agreements or expenses to be approved.

It’s also possible to use multi-step substitute management, where one person takes responsibility for the inbox for a certain period, transferring to another person for a different period.

Even if you have a substitute for your role you can still log in to view or process your Palette tasks if you wish. After the holiday you can search for invoices, contracts, requisitions or expenses that have been handled by the substitute.

E-invoice

Very often temporary summer staff do not have the same level of knowledge and competence as permanent employees. The risk of inaccurate information increases.

However, by increasing the proportion of e-invoices you receive, the risk of manual error is reduced because all the data is entered just as the supplier has sent it.

It’s a good idea to start sending and receiving e-invoices a couple of weeks before annual leave kicks in, so it’s best to plan the project well in advance for the next holiday period.

For those who have to work a bit

If you have our mobile solution, PaletteMobile, everyone can handle their invoices and requisitions even if they are on the go. You can approve, post, comment, or update the flow and manage invoices from your mobile device. There’s no excuse for leaving invoices on hold.

For those who are preparing for a stress-free summer vacation

If you use PaletteContract, you can automate the process of recurring invoices. Make sure the invoices that match a contract are not delayed during the summer holidays – instead set up rules for the invoices and make sure to get the contract papers before the holiday. This way, these invoices can be entered for final booking and paid.

We hope that these recommendations will help you get a stress-free summer vacation!

Print or share Publish date: 2018-06-18