Applications
Cheque request is a core, highly repeatable financial process common to many firms across a variety of industry sectors. As such it offers significant opportunity to streamline and improve procedures and increase efficiency.
FloSuite Cheque Request Solution
FloSuite has developed a best practice-driven, pre-built cheque request solution which enables front office staff to initiate, track and manage the entire cheque request process. It is designed to ensure consistent procedures and best practices are followed.
Key functionality:
- Fully customisable
- Supports multiple currencies and tax jurisdictions
- Rule-based approvals
- Escalation procedures
- Flexible payment options – paper cheques or wire transfers
- Summary and detailed progress reports for managers
- Standard integrations for popular third party financial, PMS, Document Management and CRM systems
- Flexible user interface options – standards Web browser, Web forms, Microsoft Outlook, SharePoint
Key benefits:
- Firm-defined escalation procedures
- Error trapping and validation
- Single screen entry
- Management view of progress and escalations
- Improved cash flow
- Speeds recovery of client disbursements
- Improved efficiency and productivity
- Minimised data entry duplication and errors
- Reduced risk
View Cash Receipt solution overview