Tips for the summer holidays ahead

June 29, 2021 / in Palette

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

“Temporary users”

Over the summer you might be relying on temporary staff to help 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 transfer 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-Invoices

Sometimes temporary summer staff do not have the same level of knowledge and competence as permanent employees.

By increasing the proportion of e-invoices arriving in your system you reduce the risk of manual error because all the 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 summer holidays kick in, so it’s best to plan the project well in advance for the next holiday period.

For those who have to work while on vacay

If you have our mobile solution, 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.

Recurring invoices

If you use the Contracts module, you can automate the process of recurring invoices. Make sure invoices that match a contract are not delayed during the summer holidays – instead set up rules for your recurring and contract invoices and make sure to have the system set up before you go away.

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