Replace Excel Invoice Approval
Process guides
Replacing Excel for Invoice Approval
Browse sector-specific guides for this process. Each guide looks at how the workflow may differ by sector, when Excel is still suitable and what a more controlled replacement could involve.
Charities
Replacing Excel for Invoice Approval in Charities
Practical guidance for replacing Excel for invoice approval in charities, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Construction
Replacing Excel for Invoice Approval in Construction
Replacing construction invoice approval spreadsheets with a workflow that keeps project coding, documents, approvers and exceptions together.
Engineering
Replacing Excel for Invoice Approval in Engineering
Practical guidance for replacing Excel for invoice approval in engineering, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Events
Replacing Excel for Invoice Approval in Events
Practical guidance for replacing Excel for invoice approval in events, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Facilities Management
Replacing Excel for Invoice Approval in Facilities Management
Replacing facilities invoice approval spreadsheets where supplier invoices need contract, building and service context before finance can proceed.
Farming
Replacing Excel for Invoice Approval in Farming
Practical guidance for replacing Excel for invoice approval in farming, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Field Services
Replacing Excel for Invoice Approval in Field Services
Practical guidance for replacing Excel for invoice approval in field services, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Housing Associations
Replacing Excel for Invoice Approval in Housing Associations
Practical guidance for replacing Excel for invoice approval in housing associations, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
IT Services
Replacing Excel for Invoice Approval in IT Services
Practical guidance for replacing Excel for invoice approval in it services, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Logistics
Replacing Excel for Invoice Approval in Logistics
Practical guidance for replacing Excel for invoice approval in logistics, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Manufacturing
Replacing Excel for Invoice Approval in Manufacturing
Practical guidance for replacing Excel for invoice approval in manufacturing, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Professional Services
Replacing Excel for Invoice Approval in Professional Services
Practical guidance for replacing Excel for invoice approval in professional services, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Property Management
Replacing Excel for Invoice Approval in Property Management
Practical guidance for replacing Excel for invoice approval in property management, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Retail
Replacing Excel for Invoice Approval in Retail
Practical guidance for replacing Excel for invoice approval in retail, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.
Wholesale Distribution
Replacing Excel for Invoice Approval in Wholesale Distribution
Practical guidance for replacing Excel for invoice approval in wholesale distribution, with attention to the sector's real users, hand-offs, source systems and proof needed before rollout.