Customization

Automations allow you to customize PaperTrl to fit your business

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PaperTrl adapts to match your business processes

Capture the right data and automate your business processes in just a few clicks

  • Add a new field to any transaction (PO, bill, expense report) to capture whatever data you need in any format
  • Create rules to automate the G/L coding of your bills
  • Automate approval workflows based on whatever criteria you choose (department, amount, vendor, etc.)
  • Monitor exceptions by subscribing to notifications for defined events
  • Limit who can see confidential data

Manage the accounts payable process YOUR way

Lower implementation costs

With simple customization tools, you pay less in professional services fees

Get the right approvals

Workflows direct transactions to the right approvers every time

Enforce company policies

Automations ensure your business rules are followed

Train users faster

Users don’t have to learn all new processes, PaperTrl adapts to you

“I really like the simplicity of PaperTrl and the fact that it’s so intuitive. When I upload an invoice, PaperTrl reads all the fields and populates them based on my templates. Each department head can monitor their invoices on-demand, and I can ensure that all invoices received by AP remain organized in-house and vendors receive payment on time. As long as our invoices are in PaperTrl, nothing gets missed.” 

Tonya
Accounting Clerk, Town of Springdale, Utah