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Transfer Funds

edited Oct 21, 2020 12:04AM in Accounting / ERP 4 comments

Hi,

Our Accounting team transfer funds from one bank account to another bank account to process employee reimbursements. They make 50 to 60 transfers in a given month so they are looking for some automation that reduces their manual entries. Below is the screenshot of the form.

I am looking for some suggestions on how we can reduce the manual efforts on this may be using a custom workflow or script to auto populate/default the From and To accounts and Department. Please let me know. Thanks



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