Content Provider
Intraprisetechknowlogies
Sponsored by
Hireathena logo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Scalus wrappingaps

OPTIMIZING ACCOUNTING: WRAPPING APPS IN WORKFLOW

Cost $28.13
Presentation Length 1.5 hours

Recorded DateDecember 4, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

The workflow and communications functions in many accounting applications are tied to specific transactions, and many don’t incorporate the entire process workflow. This is particularly true for processes that result in multiple actual accounting transactions being recorded. For example, payroll processing can require steps in multiple systems:

1) Collect timecards or leave usage data from time & attendance systems or employee timesheets
2) Input or import time & attendance data into the payroll system
3) Process payroll in the payroll system
4) Record cash disbursement for net payroll amount in the cash disbursements module
5) Record journal entries for payroll liabilities in the general ledger module
6) Schedule/process payroll related liability payments (e.g. via accounts payable, one transaction per vendor or taxation entity) in either accounts payable or cash disbursements modules.
7) Archive the payroll processing reports and records in paper files or document management system.

By using workflow systems as a “wrapper” to encapsulate each individual transaction within a single workflow stream, accountants can better ensure the completeness of transaction processing. Communications features in many workflow systems also capture and centralize the “conversation” around transactions with the workflow, rather than in individual people’s e-mail folders. Attend this webinar to look at how workflow systems can help optimize your accounting workflows and see the best practices in action via live demonstrations.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Donny Shimamoto

IntrapriseTechKnowlogies LLC
Managing Director
[email protected]
(866) 737-9991 x7200

Intraprisetechknowlogies

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and innovation management for small businesses, middle-market organizations, and nonprofits.

Donny is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount.
Donny also serves as an outsourced IT and Innovation "Partner" and advisor for local and regional accounting firms and internal audit departments that lack in-house IT leadership and IT audit expertise. He helps with IT risk assessments and IT advisory services, developing firms' innovation strategy, streamlining internal firm operations, and increasing staff proficiency with IT tools supporting client engagements and service delivery.

Donny is a past chairman of the AICPA's Information Management and Technology Assurance Executive Committee and a former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2018, Top 100 Most Influential People in Accounting (2013 & 2014 & 2017) by Accounting Today. He received the 2009-2010 President's Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor's 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004.
 

Linkedin

Mike Tria

HireAthena
VP of Engineering
[email protected]
(877) 250-8567

Hireathena logo

Mike Tria is Scalus’ Vice President of Engineering, focusing on big data, distributed systems, web development, massive infrastructures, and metadata management/storage. Prior to Scalus, Mike led engineering and analytics for BackOps and Plum District, one of the largest eCommerce sites for moms. He is versed in scaling large systems and growing engineering teams.

About Our Sponsor

Hireathena logo
HireAthena sets you up on best-in-class accounting and HR web services. You get a fully configured technology stack that can scale with your business. We enable our customers to make a seamless transition in-house if and when the time is right.