Best Practice Guide: Accounts Payable Approval Workflows

How to build a strong approval workflow for your clients
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In collaboration with leading accounting firms and industry experts, we’ve created these best practices to guide accounting firms to evaluate and improve client approval processes.

This guide will walk you through the steps of client analysis, building a workflow, and managing expectations. You'll be able to help your clients create time and cost-saving efficiencies, lower risk with a clear separation of duties, and create transparency throughout the process.

Readers will learn to:

  • Evaluate your clients’ needs to identify key workflow challenges they face
  • Determine trackable goals using Key Performance Indicators (KPIs)
  • Construct an approval workflow that solves these challenges
  • Summarize and implement the new processes with your client
  • Measure progress and make adjustments