Financial reimbursement, an important aspect in any business is a daily operations. But reimbursement process cycle is long, complicated procedures repeatedly signed, reimbursement process opaque, the documents archived, retrieved difficulties and other problems the staff a headache. To address these problems, electronic financial reimbursement process sometimes become a popular choice.
From paper to electronic, financial reimbursement approval seems easier, but it still does not alleviate the workload financial ...... because traditional financial reimbursement software only solve part of the problem!
When companies face the following scenario, how to do?
Scene One: staff canceled a business trip, already booked to return in time is not a good ticket, wasteful how to do?
K2 financial reimbursement solutions for real-time monitoring of T & E expenses, the staff travel requests, reservations, loans, reimbursement and other nodes to form a closed-loop process. Reimbursement of employees before the trip should fill out an application first, at the same time, expenses can apply for larger loans, borrowings and come back after the application is relying on the certificate. Staff after a business trip, asking them to offset the company may use the air tickets and borrowing, closed-loop management, largely to avoid the possible risk of waste and cash.
Scene 2: different departments two people of different ranks of travel, expense account how split to fill?
The traditional process forms to fill in the same row select the date, expense type, amount, etc., do not fill too many clicks and intuitive operation, the approver is also very difficult to read.
K2 financial reimbursement solution that provides similar EXCEL table operations, support for click Fill, press Enter and TAB to switch, such as the amount of split, amounting to generate and exchange rates in real time, ensuring the user experience under the foundation, implement complex enough reimbursement claims degrees.
K2 BPM based on the SOA, many systems can be integrated with a flexible, easier to obtain analytical data, the background provides a highly flexible and configurable function definition, other relatively closed system is impossible.
Scene Three: Travel aims to do for different plant project, several departments or joint activities, how cost-sharing?
Cost-sharing is one of great pain points financial work, if not fill a clear cost-sharing at the application stage, financial needs and one Team Leader to confirm the end of apportionment.
K2 To address this problem, the solution is, the bill approved by the cost center responsible, cost-sharing countersigned added features more common person in charge of examination and approval, certificate is automatically generated by the system. Corporate apportionment, K2 BPM can configure intelligent sharing formula, such as capitation apportioned share of turnover, according to the weighted share, the average share, Excel import / export and so on. You can better solve the financial tedious work to ensure the legitimacy of reasonable costs of different departments.
Scene Four: Financial To switch back and forth every day between several sets of different systems?
Traditional office software integrated with financial software like poor financial work to the first OA in approval, switch to accounting software do account returns, the data you want to import ERP, the actual payments may have to switch to online banking approval process to go ...... multiple unrelated cause system work more tedious.
K2 financial reimbursement solutions support payments from various banks and third-party platforms, each ERP / financial software data acquisition, only one entry will be able to get rid of the original multi-step operation.
Based on K2 BPM powerful integration capabilities, can be integrated BPM, data JED, E-banking, abnormal audit platform, to provide adequate financial integrity, intelligence, refinement big statements, bring a double guarantee for financial reconciliation, and to cut monthly manual check of time.
Scene Five: constant flow, how can Approval Policy applies different regions and countries; how the old and new policies to ensure normal day alternately excessive?
In K2 financial reimbursement solutions, through a highly flexible ' can be configured based' policy template, at the application stage, the system will automatically match the applicable policies, policy parameters can be quickly defined by the administrator.
Alternately face the old and new policies, K2 BPM can increase the time node in the process, preset the time the new policy came into effect, to ensure that when the time comes, will automatically call the new policy for approval.
Scene Six: there are multiple sets of company structure, financial approvals how to configure?
K2 BPM supports multi-dimensional platform structure relationships defined organizational structure, various types of flexibility to define approval, reporting relationships. For example, people - people, people - organizations, people - jobs, organization - organization, post - post extensions and other fields. Process is not an independent business presence, but a presence throughout the enterprise-wide management process, how to define organizational relationships and processes relations report path of great significance. K2 BPM introduction of the approval authority matrix (TOA), to achieve the diversification approval needle path of "common ground", but also conducive to respond to changes.
Scene Seven: tens of thousands of claims a single day trial or without trial? Defaults, how to control the risk?
Based on K2 BPM financial reimbursement program provides function checks and audit function abnormalities.
Spot-check function: When faced with too many company documents, audit is too big, K2 BPM module provides checks, background checks configured rules and number of random checks, and personnel problems mark to increase the frequency of checks will check up every single .
Abnormal audit platform : for massive documents, to help finance staff to mark some unusual documents, particularly important, abnormal audit platform allows to set some rules, such as a similar amount in multiples of 5 or 10, to the same account to pay more than a month times, the payment amount is too large ...... these anomalies will automatically enter the review process.
K2 BPM advantage is that you can grab all the data flowing water, for example, when the default supplier appeared on a project, you can suppress all other payment items, the first time feedback to the financial, strengthen risk control.
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K2 BPM for enterprise customers, management challenges and pressures to focus attention of enterprises, providing BPM platform and related solutions based. 2005 officially entered the Greater China headquarters in Shanghai, with offices in Beijing, Shenzhen, Chengdu, Hong Kong and Taiwan. In the field of BPM consulting and landing is the highest market share in China, practitioners of the longest, most industry representative enterprises.
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