Accounts Payable Reporting

It’s not the sexiest topic in the world, but Accounts Payable (AP) Reporting is a crucial requirement for helping AP and Finance departments understand and forecast organizational costs and revenue, as well as proactively identify issues and risks. In this webinar, RPI’s Alex Lindsey will review some of the most common Accounts Payable Reports and share recommendations for advanced reporting that will help your AP department save time and money.

Alex Lindsey:

Hello and welcome to another Webinar Wednesday with RPI Consultants. Today we’re going to be talking about accounts payable reporting. A few things to know. There’ll probably be some construction workers walking in behind me and that may have something to do with a background noise you may hear. But progress can be noisy and pardon our dust while we process forward.

A few housekeeping items to take care of today. This Webinar will be recorded. We’re going to send out a PowerPoint slide to all the attendees after this. This video will also be posted to be shared at a later date as well. If you have any questions throughout the Webinar, please feel free to post those into the Webinar chat channel and we’ll try to answer those at the end of the meeting and if you have any other topics that you’d like us to cover or like us to explore, then we’d be happy to do that as well.

So getting started here, this is the last Webinar of the day. We do have another two, big surprise, coming up next month. Wednesday, May 1st, 2019 at 11:00 AM we’re going to be covering how you can evaluate API or other third party workflows for invoice processing. So if you don’t have anything in place now maybe it’s a good opportunity to explore that.

And we’re also going to be talking about visual basic, VB, scripting for Perceptive Content. There’s a lot of fun things you can learn. So if you are an admin that’s looking to expand some of your skills, I think that’s a really good one to attend as well.

My name is Alex Lindsey. I’m a senior solution architect with RPI consultants. I have over six years’ experience working in the content management OCR extraction or advanced data capture, as I’m constantly told to say. Basically, software sphere. I specialize in accounts payable and other random solutions that you may want to incorporate or automate and I am a master whiskey distiller.

So a few things on the agenda today. We’re going to talk a little bit about RPI Consultants and what we do, what we offer. Very small AP reporting overview. And then we’re gonna run through a bunch of common AP reports that we see and that we’d like to report on for our AP automation solutions. And then we’ll close it up with some of the reporting tools and software that either maybe you have now or maybe you are exploring for future software enhancements or future softw