ERP makes practice almost perfect

“I have to deliver monthly reports to our board, as well as regular reports to the Department and other funding providers,” explains Tricia Minck, Director Corporate Services.

 Tricia was spending too much time extracting data from the system and manipulating it to compile the budgets. This manual work on spreadsheets brought a risk of errors, and then she’d have to spend more time examining the budgets line by line when the figures didn’t reconcile.

The approvals process for expenditure was another heavy user of time and paper. Documents would be printed, the code written on them, and then sent to the various cost-centre owners for approval before being entered manually into the system.

“We needed to lift our game and find a system that could automate processes and reduce paperwork,” Tricia says.

“WebView delivers amazing benefits,” she says. “Being able to send reports to the budget centre managers with comments added makes life so much easier. WebView also lets our managers access information themselves, rather than having to ask my staff to do it for them.”

Rules in Workflow Approvals & Alerts send invoices via email for approval, with automatic escalation for approvals of expenditure above a certain limit. Managers also get an automatic email reminder if an approval isn’t returned within three days.

 “MYOB Greentree has improved the standard of our reports considerably. It’s made the running of reports and access to reports so much easier for everyone – that was always my focus and I’m delighted with what it’s helped us to achieve.”