Process Payment Authorization

When the company controls payments using only an ERP system, most of the steps in the process end up taking place manually, via emails, spreadsheets and on paper. Efficient management is impossible and the process certainly becomes costly and has many bottlenecks.
With a structured process, accounts payable activities are automated and some of them centralized, which reduces personnel costs and eliminates the use of paper altogether.

With a structured process, accounts payable activities are automated and some of them centralized, which reduces personnel costs and eliminates the use of paper altogether.

BPM manages the steps, documents and data for each case, creating a more secure and agile scenario for the execution of tasks, which provides better control of cash flow.

BPM manages the steps, documents and data for each case, creating a more secure and agile scenario for the execution of tasks, which provides better control of cash flow.

To make it easier for companies to implement digital processes, we have created a payment flow template that you can import into your Workspace for free and start using quickly.

To make it easier for companies to implement digital processes, we have created a payment flow template that you can import into your Workspace for free and start using quickly.

How can automating the process benefit your company?

  • Standardization of routines with system control;

    Standardization of routines with system control;

  • Reduction of errors during task execution;

    Reduction of errors during task execution;

  • Reduced paper costs;

    Reduced paper costs;

  • Better visibility of operations;

    Better visibility of operations;

  • Validation of data with the ERP;

    Validation of data with the ERP;

  • Access to detailed transaction histories;

    Access to detailed transaction histories;

  • Management of approval levels;

    Management of approval levels;

  • Integration and centralization of payments;

    Integration and centralization of payments;

  • Saving time;

    Saving time;

  • Reduced paper costs;

    Reduced paper costs;

Process of <encoded_tag_open />br<encoded_tag_closed />Payment Authorization

To make it easier for companies to implement digital processes, we created a payment flow template that you can import into your Workspace for free and start using quickly.

Creating the Flow

The business units, departments or cost centers register their invoices and expenses in the system, attach the relevant documents and the first stage of the flow is completed;

Correction route

If there are any discrepancies in the payment request, either in the data or in the documents that make up the case, the invoice is sent for correction.

Attach to flow

Notes can be attached and the flow started automatically when the system detects a new product note issued against one of the registered CNPJs. This is done through integration with the Secretaria da Fazenda portal (for customers domiciled in Brazil).

Payment window

In the accounts payable payment window, the responsible user sees the list of approved invoices with their respective installments for payment and can add the payment border individually or in batches after each installment of the invoice has been paid;

Diversity of routes

Depending on the type of note, the flow follows different routes;

Consultation of the file

It is possible to consult all the installments/notes payable for the day or for a period, or to consult notes paid on a border, by period, by supplier, and to export the search results to excel.

The road to approval

After passing through all the approval stages, the set of documents (notes, slips, invoices) goes to accounting and then to the tax department and is finally released for payment;

Attach the barcodes

You can also attach the slips for each installment and extract the barcode;

Display window

In this window he can view the details of the note and the attached documents;

Correction route

If there are any discrepancies in the payment request, either in the data or in the documents that make up the case, the invoice is sent for correction.

Do you want to automate your processes with agility?

Use the free, ready-made templates we’ve provided for you or create your own flows in BPM

Learn about other processes

Customer service
Purchase orders
Contract management
Payment authorization
Reimbursing expenses
Recruitment and selection

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