Map the billable work
Start with the transport, warehouse or service activity your business bills for. Understand how the team identifies completed work and what information it needs to begin billing.
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FROM OPERATION TO BILLING
Billing automation.
Explore billing automation within your transport and warehouse ERP workflows.
Book a module demo
MODULE OVERVIEW
Bring billing closer to the operation that creates it.
Billing teams often need information from several operational teams before they can complete their work. The right starting point for automation is understanding those inputs and the steps between them. Blogixo billing automation brings that process into the ERP workflow discussion.
HOW THE WORK CONNECTS
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The billing automation workflow.
Identify the required records
Review the source information used by the billing office. Shipment details, delivery documentation or service records should be considered in the context of your actual billing process.
Define the automation scope
Identify which repeated steps are suitable for automation and which need review by the team. Confirm rules and exceptions during the demonstration rather than assuming one process fits every business.
Connect the finance handover
Explore the relationship between billing and accounting. Define what the next team needs to understand and how the billing record relates to the work that produced it.
THE OPERATIONAL PURPOSE
A clearer connection
A clearer connection
between teams and work.
Use the module discussion to identify the handovers, information and follow-up that matter to your business.
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Make billing requirements part of operational planning
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Focus automation on the steps that matter to your team
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Clarify the connection between service work and the back office
MODULE QUESTIONS
A few things
A few things
you might want to know.
Have a question about your own setup? Talk to our team
Can this be discussed for both transport and warehousing?
Yes. Bring the billing process for your business, including the operational records it depends on, so the demonstration can focus on the relevant workflow.
Will every billing step be automated?
The suitable automation scope depends on your rules, inputs and exceptions. Confirm those details with the team during the demonstration.
YOUR NEXT MOVE
Let’s connect
Let’s talk
Let’s connect
your operation.
Tell us how your business runs. We’ll explore where Blogixo fits.