Self-Service AP Customisation for Certinia

February 1, 2024
Custom Fields for Certinia
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No two organisations are identical, and the same can be said for their Accounts Payable processes,  with every company capturing and recording different information about their spend. So, it is clear that customisability should be a key feature of any AP system, but this customisation varies in convenience from platform to platform. 

Certinia is known for its customisability among ERPs. Although Certinia offers this customisation, it generally requires a lengthy project and developer involvement. Such an approach, while effective, can be a time-consuming and costly endeavour, potentially hindering the agility of businesses in adapting to new or evolving operational requirements

Layering Certinia with Kloo's self-service AP Automation system allows your company to tailor its AP, without a developer in sight. 

Configurable Custom Fields

Kloo empowers users to add custom fields to Purchase Orders and Invoices with unprecedented ease. This functionality extends to conditional custom fields; for example, if a purchase exceeds a specific value, additional information can be made mandatory. Such flexibility ensures that critical financial controls are in place, tailored to the unique thresholds and policies of each organisation.

Customisable Approval Workflows

The platform offers comprehensive tools to customise and edit approval workflows, catering to a wide range of needs from simple approvals to complex, threshold-based decision-making processes. This self-service capability allows for real-time adjustments, ensuring that the AP system remains aligned with the dynamic nature of business operations.

The Self-Service Advantage

The self-service nature of Kloo's customisation features represents a significant leap forward. Organisations no longer need to rely on external consultants or developers to modify their AP systems, enabling rapid adaptation to changing business needs without the associated high costs and delays.

Strategic Benefits for Organisations

Adopting Kloo's self-service AP customisation approach brings several strategic advantages:

  • Agility: Immediate adjustments to the AP system as operational needs evolve, without waiting for external project cycles.
  • Cost Efficiency: Significant reductions in the costs associated with customising AP systems, freeing up resources for other strategic investments.
  • Operational Alignment: Ensures that the AP system continuously reflects the unique processes, policies, and compliance requirements of the organisation.

Key Takeaways:

Kloo stands as a testament to the importance of flexibility and efficiency in today's fast-paced business environment. By providing an intuitive, self-service platform for AP customisation, Kloo not only complements the foundational strengths of Certinia but also propels organisations towards a future where adaptability is seamlessly integrated into their financial operations. This forward-thinking approach is crucial for businesses aiming to maintain a competitive edge and achieve operational excellence.

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