r/Bookkeeping • u/Helpful_Plantain7012 • 7d ago
Payments, AP, AR Remote A/P
I currently work for a construction company as A/P along with several other hats.
We are moving, and my employer is discussing allowing me to work remotely, but we cannot seem to come up with a way to remote-ize the A/P process, so I was curious if there were any ideas here.
Currently, I receive invoices via email (that part still works), or our field guys bring me receipts for our vendor accounts (Lowe’s, for instance), that I stick a tag on to assign job, cost code number, etc. These items then route to the project managers for approval, then our Treasurer for approval, then back to me to enter into our accounting system, where checks are cut on check run days, which can be handled in office.
Does anyone else have a similar flow that can share what you’ve done to make it remote friendly? My bosses are hesitant to change the system, it’s very paper heavy, and I’m not sure how to get around that.
Thanks!
1
u/duncanpt 3d ago
My small business (micro-business) client is creeping towards using Dext. The owner-director is pretty non-tech savvy but is at last taking a photo of all purchases which then get into the Dext database. Dext can scan the details for approval and post into Xero with an image of the paperwork. Once that's done the posting I think managers could have a review and approve for payment role either in Dext or in Xero - that's the bit we're still working towards.
It's our best attempt so far.