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Best Practice – Finance WebApps

# A L L I A N C E 2 0 1 7

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YOUR PRESENTERRhett WilliamsMaster ConsultantJOINED SPARKROCK IN 2009

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Horses for Courses

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Basic Principle – Use the Right Tool for the Job

Primarily for non-financial users

WebApps is for many users with low volume of transactions per user

Back Office interface is for few users with high volumes per user

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Ach iev ing WebApp Secur i ty and Ease

o f Ma intenance

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Managing Profiles vs Users

Profiles – Oriented to Horizontal Employee Groups

Users – Oriented to Vertical Employee Groups

Hybrid model

Tips

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Requis i t ions , Requests and

Expenses

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Purchase Requisitions

Synchronize Purchase Order numbers with Requisition numbers

Consider using Auto create PO and Auto send PO e-mails using thresholds

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Expense Types

The more effort that goes into expense types, the better WebApps works:

Make effective use of expense type categories

Use the prevent edit fields

Add links to intranet sites or other web sites

Use the ‘Details’ field to minimize the need to edit or overwrite

Use of Expense Types to capture the catalogue and price list of major suppliers

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WebApps Receiving

Consider if entity has many sites, also useful for services

Not necessarily optimal for centralized receiving

Reduces paper and e-mail traffic and puts receiving responsibility where it belongs

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Expenses

Make sure tax area descriptions are expense claim friendly

Set-up tax override if users can use this

Use of attachment required

Guidelines and hyperlinks

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F inanc ia l Report ing

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Basic Principles

Not a BI tool

Provides basic reports

Drill downs and Excel exports

Designed for non-financial users

Need more? Betta get Jet

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Some Tips

Maintain just two versions of each report

Use of prevent drill down to protect confidential data

Spend the time to edit the captions

Minimize the number of data sets by relying on user filters and ‘ignore filter’

Only supports the first 6 dimensions

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