Planful

SEPTEMBER 10, 2015

Defining and Describing Enterprise Resource Planning. Enterprise Resource Planning, or ERP, is a system that is designed to process transactions and keep track of the resources within an organization. It is generally driven by the finance department or CFO of the enterprise. What is ERP? What is EPM?

Planning 40

Planning General Ledger Accounts Payable Budgeting 40

PYMNTS

FEBRUARY 13, 2019

In the accounting space, that means integrations with enterprise resource planning (ERP), accounts receivable, accounts payable, procurement, banking and other portals. “You won’t just crack open your general ledger to a CRM database guy.”

Finance 75

Finance General Ledger Accounts Payable Math 75

CFO Simplified

DECEMBER 26, 2021

This involves planning for the future. Understanding product costs, manpower costs, and efficiency, management of inventory, analysis of the use of inventory and cash, cash flow planning, analysis of planning for future equipment or facility purchases are all in-scope for a CFO.

Finance 52

Finance General Ledger CFO Auditing 52

PYMNTS

MARCH 19, 2020

Providing AP automation and enterprise resource planning (ERP) solutions in one product allows businesses to streamline the process and more easily move forward with trusted vendors. Growth can create frictions, too. Cash flow and AP automation innovation.

Accounts Payable 52

Accounts Payable General Ledger Accounting Technology 52

The Charity CFO

JULY 19, 2024

Their primary role is to ensure that all transactions are entered into the accounting system with accuracy and consistency. Accountants run reports to help determine if the bookkeeping is done correctly. They’ll need to provide strategic planning, financial forecasting, and risk management while working with the board of directors.

CFO 52

CFO Accounting Nonprofit General Ledger 52

Spreadym

JULY 10, 2023

These entries correct errors, allocate costs, or reclassify transactions to the appropriate accounts. Subsidiary Ledgers and Reconciliations: Subsidiary ledgers, such as accounts receivable and accounts payable, are reconciled to the general ledger to ensure consistency and accuracy.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Reconciliations Accounts Payable General Ledger 52

Planful

JANUARY 3, 2017

Although the name makes it sound like a system that’s optimized for planning, in reality, an ERP system is designed and optimized for back-office transaction processing and operational process support. Accounts payable. Accounts receivable and collections management. General ledger accounting.

General Ledger 40

General Ledger Budgeting Forecasting Cash Flow Forecasting 40

CFO Simplified

APRIL 22, 2022

Upgrading simple accounting software to an ERP (Enterprise Resource Planning) system that is going to manage every aspect of the company from operations to accounting and finance, and sometimes even sales and customer relations is no small task. There is a significant amount of planning that needs to take place.

General Ledger 52

General Ledger Accounts Payable Manufacturing Planning 52

The Charity CFO

OCTOBER 9, 2024

Instead, accounting software prioritizes accuracy, standardization, and regulatory compliance.

Accounting 52

Accounting GAAP Nonprofit Accounting Principles 52

The Charity CFO

APRIL 25, 2024

Bill (formerly known as Bill.com) Bill is a system that manages the entire accounts payable cycle in a virtual environment. I’m very thankful for how The Charity CFO team dug into our finances and came up with the right plan for our team,” Joe said. But, after partnering with The Charity CFO, his fears were quickly alleviated.

Nonprofit 52

Nonprofit Accounting CFO Auditing 52