PYMNTS

FEBRUARY 1, 2021

The iDocuments platform integrates with all leading ERP and accounting systems, including SAP Business One, Sage, Infor SunSystems, Exchequer and Microsoft Dynamics, the release says. The product suite includes Purchasing, AP Automation, Expense Automation and Management, and Sales Order Automation, according to the release.

Accounting 43

Accounting Accounts Payable SAP B2B 43

CFO Share

MAY 22, 2024

This guide will provide you with financial reporting help and actionable steps to get accounting back in order and working for you. Check out our blog for other accounting tips that help you avoid losses and missed opportunities. Like compound interest on a loan, accounting errors grow and become more complex over time.

Profit and Loss 52

Profit and Loss General Ledger Accounting Financial Reporting 52

PYMNTS

DECEMBER 14, 2020

Amid market volatility, organizations are finding it imperative to accelerate their accounts receivables while extending accounts payables and still maintaining positive buyer-supplier relationships. Accounts receivable and accounts payable are two key functions of the enterprise with significant impact on cash flow.

Accounts Payable 123

Accounts Payable Cash Flow Forecasting Prioritization Invoicing 123

PYMNTS

OCTOBER 13, 2019

The eCommerce behemoth has struggled with preventing counterfeit goods from infiltrating its marketplace even though it made money from those fraudulent sales, The Wall Street Journal said.

Prioritization 46

Prioritization eCommerce Technology Retail 46

PYMNTS

SEPTEMBER 18, 2020

Another 62 percent of businesses and 78 percent of individual sellers in the study (which included more than 1,000 businesses and individuals generating up to $10 million in sales) reported that they use marketplaces to reach more customers. The settlement wait can be several days in length, with even longer lag times over a holiday weekend.

Sales 141

Sales Prioritization eCommerce Invoicing 141

Future CFO

AUGUST 1, 2023

According to IDC's 2023 Future SMB and Midmarket Survey , 50% of surveyed respondents (driven by SMBs) in Asia/Pacific state that they will automate their financial and accounting processes through cloud applications in the next 18 months. "As

Invoicing 98

Invoicing General Ledger Reconciliations Budgeting 98

CFO Share

APRIL 25, 2024

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. Instead of saying “we’re running out of cash, we need more sales,” a good turnaround CFO would say “we’re running out of cash, but I think we could afford to drop prices 20% to boost sales.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. Instead of saying “we’re running out of cash, we need more sales,” a good turnaround CFO would say “we’re running out of cash, but I think we could afford to drop prices 20% to boost sales.

CFO 52

CFO Forecasting Restructuring Prioritization 52

CFO Share

APRIL 25, 2024

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. Instead of saying “we’re running out of cash, we need more sales,” a good turnaround CFO would say “we’re running out of cash, but I think we could afford to drop prices 20% to boost sales.

CFO 52

CFO Forecasting Restructuring Prioritization 52

Spreadym

OCTOBER 13, 2023

It involves several key components and strategies, including: Cash Flow Forecasting : Businesses need to project their future cash flows based on historical data, sales forecasts, and other relevant factors. Managing Accounts Payable: Delay payments to suppliers only when it is advantageous and do not jeopardize supplier relationships.

Cash Flow Forecasting 59

Cash Flow Forecasting Accounts Payable Forecasting Invoicing 59

CFO Share

MARCH 27, 2024

As an example, a small business is considering hiring a new sales rep. Small business accounting rarely analyzes ROIC. ROI enables you to: Avoid wasting capital on poor investments Compare several different initiatives and prioritize the best one Measure success of specific projects versus expectations Plan cash flow more effectively.

Prioritization 52

Prioritization Investments Valuation Advertising 52

The Finance Weekly

MAY 14, 2024

As a result, customers may turn to competitors to fulfill their needs, causing the business to lose sales and potentially long-term customers. You need a reliable system to avoid running out of stock and missing out on sales. It's like a puzzle with sales speed, upcoming deals, trends, and growth as pieces.

Forecasting 52

Forecasting Profit and Loss Prioritization Auditing 52

CFO Share

SEPTEMBER 12, 2023

Current assets refer to items like: Cash Accounts receivable Inventory, and Short-term investments that can be quickly liquidated, typically within a year. On the other hand, prudently managing accounts payable ensures you’re not parting with cash sooner than necessary, preserving liquidity.

Accounts Payable 52

Accounts Payable Prioritization Accounting Leverage 52

CFO Share

APRIL 3, 2024

But the right outsourced bookkeeping can transform your business management, allowing you to focus on sales and operations – where you are needed most. Discuss their approach to managing high-volume work periods and how they prioritize tasks. This ensures they can hit the ground running without a steep learning curve.

Communication 52

Communication Prioritization Accounting Standards Financial Reporting 52

Centage

SEPTEMBER 11, 2023

You must prioritize the ones that have the most significant impact on your business. Revenue Variances You always want to analyze the differences in your sales forecasting and what the revenue ended up being. As you’re looking at your budget variance analysis, focus on the following types.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

CFO News Room

NOVEMBER 13, 2022

Leaders under economic pressure will likely prioritize short-term measures of growth, so there will be a bias toward marketing tactics with a clearer return on investment, such as search, social, and e-commerce. Often this comes down to accountability and silos. Stand out by staying in.

Budgeting 130

Budgeting Marketing Math Advertising 130

CFO Thought Leader

JANUARY 21, 2024

It was a path that often led Walker to engage more closely with sales and operations, as was the case at CNET Networks, where she tells us that she recognized the limitations of embracing a strictly “rules-based” approach in finance.

CFO 52

CFO Leadership Finance B2C 52

Beacon CFO Plus

MARCH 13, 2023

When part-time CFO services are provided, the time spent on-site at the client can cover a variety of tasks: treasury, cash flow, insurance, accounting, strategy, logistics of systems (if your company is growing), as well as risk management. Additional items to review include: Gross margins The drivers affecting margins (e.g.,

CFO 52

CFO Leadership Prioritization Treasury 52

PYMNTS

FEBRUARY 1, 2021

It’s not that automating invoice generation, banishing checks, automating the cash application process and systematically removing all the manual touches from accounts payable (AP) and accounts receivable (AR) workflows weren’t unknown concepts among chief financial officers (CFOs) and treasury departments at the time. he explained.

B2B 94

B2B Treasury Accounts Payable Cash Management 94

PYMNTS

SEPTEMBER 15, 2020

Rising eCommerce volumes and an embrace of the direct-to-consumer (D2C) sales model has led merchants to shift their own payment strategies — and seek out banking providers that can address those changing needs. Diversifying Risk. A Single Digital EU Market. That framework can be applied to merchants' payment solution providers, too. “To

B2B 119

B2B Risk Management Compliance Prioritization 119

Jedox Finance

FEBRUARY 15, 2023

The Case of Heiniger Heiniger, a leading metalworking manufacturer focused on high-quality animal sheering equipment, faced a challenge in its sales planning due to scattered data and cumbersome manual, repetitive processes. Their seamless sales planning process has greatly reduced time while supporting improved profitability.

Prioritization 52

Prioritization Manufacturing Profit and Loss Planning 52

Fpanda Club

APRIL 18, 2022

Empathy map An empathy map is a simple but effective collaborative tool used to develop customer-centric mindset, better understand customers and their problems, prioritize them and offer solutions by keeping a customer’s point of view in mind. planning, reporting and analysis) are the products/services of the function.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Marketing Finance Forecasting 130

PYMNTS

NOVEMBER 19, 2020

With new digital business models rapidly evolving, sell-side organizations must prioritize a seamless experience for their clients at the very first moment of interaction. But onboarding isn't just about obtaining bank account or payment details of a potential buyer. Credit checks are also instrumental to making a sale.

B2B 105

B2B eCommerce B2C Prioritization 105

CFO Thought Leader

JANUARY 9, 2024

It’s not a revenue-generating center like sales or marketing. Because of this, folks who live in G&A are at a disadvantage in comparison to their peers in sales and marketing, where a lot of investment is made because they’re revenue-generating. How do you prioritize them? It’s a cost center.

Leverage 52

Leverage CFO Prioritization Leadership 52

PYMNTS

NOVEMBER 27, 2020

Some are turning to virtual cards to keep their debit account numbers safe, providing shoppers with newly generated codes that can be restricted to work only when paying specific merchants or used just once before expiring. Firms are also prioritizing security as they transact online more heavily as well.

Securities 78

Securities Prioritization eCommerce Education 78

Onplan

DECEMBER 16, 2021

Most smaller companies use a direct approach, which is more straightforward and easier to reconcile against bank transactions listed in your accounting system or bank records. Use driver-based formulas to forecast all your cash flow accounts. Helps prioritize your use of cash. For this blog, we’ll assume direct.)

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

Onplan

DECEMBER 16, 2021

Most smaller companies use a direct approach, which is more straightforward and easier to reconcile against bank transactions listed in your accounting system or bank records. Use driver-based formulas to forecast all your cash flow accounts. Helps prioritize your use of cash. For this blog, we’ll assume direct.)

Cash Flow Forecasting 52

Cash Flow Forecasting Forecasting Prioritization Investments 52

PYMNTS

JUNE 19, 2020

In today’s top news, Congress is considering passing another round of PPP loans for certain small and medium-sized businesses (SMBs), and Alibaba and JD.com recorded record sales figures in their annual 618 shopping event. Wirecard’s Missing Cash Brings Accounting Saga To New (Perhaps Final) Chapter . Alibaba Group Holding Ltd.,

Prioritization 56

Prioritization Valuation Sales eCommerce 56

PYMNTS

DECEMBER 18, 2020

Accounting functions are having a funky year, as COVID caught many corporates either right before or in the middle of big digital transformation projects. This makes sense because manual processes reduce the speed at which firms deliver invoices and follow up on overdue payments, reducing efficiency when prioritizing collections.

Treasury 76

Treasury Invoicing B2B Reconciliations 76

The Finance Weekly

NOVEMBER 20, 2022

As CFOs they are prioritizing tech spend but are seeing multiplying service providers vying for their attention. It's also where you'll find CFOs in a private setting, discussing jobs, careers, various challenges, and needs for processes and automation. Particularly CFOs have joined dark social in fast-growing numbers. Why you might ask?

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Finance CFO Prioritization 52

Centage

MARCH 15, 2022

The most agile leaders collect a wide range of information from management accounts, market research, government sites, press accounts, and more. Rather than just speaking with those in upper management, it’s a good idea to consult with workers in multiple departments, including finance, procurement, operations, and sales.

Planning 98

Planning Forecasting Budgeting Prioritization 98

PYMNTS

JULY 22, 2020

” According to Gary Schneider , vice president of sales for Infor Financial Supply Chain Management, the new collaboration works to combine DBS’s prioritization of supply chains with the cloud capabilities of Infor to help boost liquidity, which is currently a large priority for many companies.

Finance 53

Finance Banking Reconciliations Prioritization 53

PYMNTS

SEPTEMBER 22, 2020

Yet for small vendors, prioritizing the buyer experience can be a challenge with limited resources. As Ward noted, the B2B trade arena is one ingrained with human interaction and in-person meetings, whether it be connections with sales representatives or visits to trade shows.

B2B 94

B2B eCommerce Prioritization Securities 94

Onplan

JANUARY 12, 2022

To date, you’ve built a 30-person team colocated with you in California, prioritizing speed over cost efficiency, but now it’s time to consider whether to keep that approach, or start to build out a back office in a lower cost geography. But how do you weigh the headcount cost of each option? Salary differences.

Financial Planning and Analysis (FP&A) 89

Financial Planning and Analysis (FP&A) Planning Forecasting Prioritization 89

The Finance Weekly

FEBRUARY 8, 2023

Mercier, who joined the company in 2006, was previously the Senior Vice President of Global Finance and Accounting. Foster Collaboration CFOs must work closely with other departments, such as sales, marketing, and operations, to align financial goals and better understand the business.

CFO 52

CFO Prioritization Finance Communication 52

PYMNTS

JULY 7, 2020

This includes prioritizing a truly seamless experience and choices like in-store pickup, curbside delivery, and expedited shipping at no additional cost. consumers want to pay at the point of sale (POS) to provide retailers with more clarity on closing the gap between digital and physical shopping experiences.

Retail 66

Retail Prioritization eCommerce Leverage 66

PYMNTS

JANUARY 20, 2021

As more shopping accelerates online, retailers are facing pressure to prioritize eCommerce improvements that enhance the entire consumer shopping journey while also driving bottom-line sales for their businesses.”.

Retail 83

Retail Prioritization eCommerce Leverage 83