In the modern financial world, time is precious and precision essential. For accountants, automating repetitive tasks and processes can truly revolutionize their work. By using intelligent software, accountants can save time, minimize errors and focus on the strategic tasks that add real value to their business. This is precisely one of Adfinity's strengths. In this article, we explain some of the tasks and processes you can easily automate with our tool.
An intelligent tool that saves you time and money
By automating a whole range of processes, robotization saves users a considerable amount of time.
Indeed, for certain tasks, user intervention is no longer essential. What's more, it enables a series of relatively heavy processes to be run in the background, so users don't have to remain passive behind their screens during processing time.
In other words, robotization enables users to concentrate on tasks where they can add real value. In addition, robotization enables heavy processing to be scheduled outside working hours, so that Adfinity's performance is not impacted during the working day.
Some of the tasks that Adfinity can automate for you
Adfinity offers an extensive range of automation and robotization features to simplify your daily processes. By using these features, businesses can reduce manual efforts, minimize errors, and improve their efficiency. Here is an overview of the different tasks that can be automated or robotized in Adfinity:
Preparation of Payment Batches
The creation of supplier payment batches can be robotized using predefined templates. By using the "Supplier Payments" program (via the shortcut "WRKPAYSUP"), users can set specific parameters and automate the creation of payment batches at predefined dates.
Processing CODA Files
CODA files can be automatically downloaded into the main folder configured via the Grand settings. The WRKCODAAUT program allows creating a command that processes these files, thus integrating banking data without manual intervention.
Detail Reopening
The robotization of detail reopening allows for easy management of the annual reopening. It is no longer necessary to manually perform this operation every morning in each environment. This feature is particularly useful for multi-environment clients and those with significant encoding volume. It minimizes impact on other users and uses server performance for efficient execution.
Reporting
Deferred export of printing programs can be automated for reporting tasks, which can be very time-consuming, such as report printing. By running these tasks in the background, users can focus on more important activities.
Contract Billing
Contract billing can be automated via the WRKFCO program. After creating a batch of invoices, simply click on the arrow next to "Confirm" and select "Confirmation (deferred)." This method allows managing invoices efficiently without requiring repeated manual intervention.
Preparation of Purchase Orders (PO)
The "Stock Replenishment" program, accessible via the PSM menu > Stock Management > Periodic Jobs or via the shortcut "WRKRESPUR", allows for the automatic replenishment of stock based on actual inventory. After selecting the products and stocks to replenish, the user can schedule validation to robotize this task.
Electronic Invoicing
Electronic invoicing can be automated by setting the status to 'ready for sending' automatically. This feature allows for error-free management of electronic invoices.
Automatic Reconciliation
The automatic reconciliation of purchase orders and invoices can be performed if the documents match based on the internal reference, known as "3-way match." If a match is not found, the accounting entry can still be created automatically, ensuring efficient entry into the accounts.
Automatic Recalculation of VAT Declarations
This feature allows for scheduling and automating the calculation of VAT declarations. In addition to automating the recalculation, all related prints for the declaration can also be generated and archived in document management. This defers time-consuming tasks and improves the efficiency of the process.
Conclusion: leveraging the full potential of Adfinity through robotization
In conclusion, Adfinity offers numerous robotization and automation solutions to optimize your operations. By integrating these features, you can improve the efficiency of your processes and focus on higher-value tasks. By fully leveraging these robotization capabilities, your business can manage its operations more effectively while ensuring accuracy and speed in task execution.
