Field LEM processing
Field time and expenses with less manual processing.
The problem
Field time, expenses and contractor invoices required substantial effort from administration and accounting. Completing the entries extended into evenings and weekends, while coding and rate discrepancies created further work before transactions could be finalized.
What changed
I developed a workflow that checked incoming records, matched the applicable contractor pay and billing rates, and prepared timesheets and expense reports for direct import into the ERP. Approved timesheets also supplied the vendor invoices, removing another manual preparation step. Generated documents were sent to contractors for review and acceptance.
Results
The changes ended the evening and weekend entry work for these transactions. Hundreds of vendor invoices could be prepared in minutes. More consistent matching of contractor, equipment and travel rates meant fewer payment complaints, fewer client billing problems and less underbilling caused by incorrect project rates.
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