Stress-free summer vacation

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4 tips for a stress-free summer vacation

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 it is maybe that you need to rely on temporary staff helping out in the accounts payable department. As such 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 is also possible to use multi-step substitute management, where a person takes responsibility for the inbox for a certain period, then 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. Furthermore, 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. As such the risk of information being inaccurate, particularly because of missing scans, increases.

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

It might be optimistic to start sending and receiving e-invoices a couple of weeks before annual leave starts kicking in, so it is best to plan the project well in advance for the next holiday period.

Read more about the e-invoicing platform PaletteNetwork.

For those who have to work a bit – use PaletteMobile

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 is no excuse for leaving invoices on hold.

For those who are preparing for holidays – PaletteContract

If you use PaletteContract, you can automate the process of recurring invoices. Make sure that 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.

Published date 2018-06-18
Category Purchase to Pay
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