The Power Platform is not just for the IT department.

Many functions in the accounting department are repetitive, but are also very crucial. Missing just one step can cost the organization money. In this session we will look at how the accounting team can use Power Automate and Power Apps to help automate the repetitive steps and give themselves more time for other business critical activities.

Improve the on boarding of customers and vendors
Track approval for accounting entries using Teams and Outlook
Automate report distributions to Teams and Outlook
Monitor credit limits and key dates
Automate upload of entries from Excel
and more...

Learning objectives:

-Participants will learn how Power Automate and Power Apps can be utilized in the accounting department to automate repetitive tasks, thereby increasing efficiency and reducing the risk of errors.

-Participants will gain knowledge on how to automate various accounting processes

-Learn how leveraging Microsoft Teams and Outlook improve collaboration in the accounting department

Understand the Application of Power Platform in Accounting: Participants will learn how Power Automate and Power Apps can be utilized in the accounting department to automate repetitive tasks, thereby increasing efficiency and reducing the risk of errors.

Master the Techniques of Automating Accounting Processes: Participants will gain knowledge on how to automate various accounting processes such as customer and vendor onboarding, tracking approval for accounting entries, report distributions, monitoring credit limits and key dates, and uploading entries from Excel.

Enhance Collaboration using Teams and Outlook: Participants will learn how to leverage Microsoft Teams and Outlook for improved collaboration in the accounting department, including tracking approvals and automating report distributions.