There was a loud bang in the sky, and the blue cat appeared!
Hello everyone, I am a business cat, a cat who understands management and finance!
In the financial and taxation industry, there are generally two common fee management models: employee registration fee mode and claim flow record mode.
Employee registration fee model: Employees submit charge registration independently, and financial approval checks the flow. Employees initiate charge registration independently, add financial approval nodes to charge approval, and financial personnel check the account flow to confirm whether the actual account has been received when approving.
Claim the Transaction Record Mode: The financial account is uniformly imported, and the employee claims the charging mode. Finance imports all the incoming records of the company's accounts into the list of claim ledgers, and employees claim to contract charges without financial approval and reconciliation.
The above two charging management methods, Karma Cat CRM has enough mature functional module support, giving users a more suitable experience for the use of industry logic. However, many managers or financial personnel have experienced that with the increase of the company's business volume, these two fee management models may gradually become weak and less efficient, because no matter which fee management model, one or two parties need to spend energy to maintain.
Like the employee registration fee model, the financial staff need to check whether the account has arrived one by one, when the order is small, it is fine, once the order volume increases, it will inevitably consume a lot of financial energy, and the efficiency will inevitably be affected; The same is true for the claim flow record model, the finance will export the bank flow, and then import it into the system, and the sales staff or still by the finance to claim the contract charges, when the enterprise has a large number of orders, this model is still not convenient and efficient.
Because our business and finance cat team has been deeply involved in the finance and taxation industry for many years, and has always maintained a high degree of attention to the user's experience, we have long been aware of this situation, so adhering to the principle of reducing operating costs and improving the efficiency of business and financial circulation, we have launched a digital and intelligent solution for charge management - bank-enterprise direct connection.
The direct connection between banks and enterprises is a special feature in the fee management of the business and financial cat, which can realize one-click pull of the bank account flow of the signed account, save the time of financial maintenance and sorting the account flow, no longer rely on traditional manual import, and can realize automatic claim, greatly improving the efficiency of finance.
First of all, the user needs to select the company and bank account that you want to open a direct connection between the bank and the enterprise, and sign the contract.
After the contract is successfully signed, enter the bank flow page in the ledger module, select the date range to be pulled, click Pull, and refresh the page after waiting for the pull to be successful.
In the system configuration, you can enable the option of automatically claiming the ledger. After pulling the bank statement on the claim ledger page, the system will match the customer name in the system according to the customer name of the payment account, and the uncollected amount and the received amount will be automatically claimed and marked with the mark of automatic matching.
Reading this, you must have understood the value of ** enterprise direct connection in charge management, and if you want to know more details about the bank-enterprise direct connection function, welcome to consult the industry financial cat. As a part of the digital and intelligent transformation of enterprises, since its launch, Yecaimao has received too many recognition and praise from customers in the finance and taxation industry, and we will continue to deepen the field of digital intelligence in the future to provide stronger empowerment for the finance and taxation industry.