Managing employee reimbursements and vendor payments can involve multiple steps and people. Join us to learn how Check Requests in Finance Core provide a structured process for submitting, reviewing, and processing payment requests while keeping the request and approval history in one place
During this session, we’ll demonstrate how to:
- Create and submit Check Requests for employee reimbursements and vendor payments
- Understand the different request types for firm and client expenses
- Review submitted requests and supporting documentation
- Convert approved requests into AP invoices
- Configure Check Request approvers and approval routing
- Set up Check Request Types using GL Accounts and Expense Codes
