Ukuphathwa kwama-akhawunti okutholwayo (AR) kunomgomo owodwa: ukuvikela ukuhamba kwemali. Ama-akhawunti atholwayo avela ekuthengisweni okwenziwe kumakhasimende ngesikweletu. Ukuphathwa kwe-AR okusebenzayo kuqinisekisa ukuthi le nqubo ihamba kahle.
Izinkampani eziningi zincike kumathuluzi okugeleza komsebenzi atholwayo ukuze zisize ukumboza izindawo ezibuthakathaka ekuphathweni kwazo kwe-AR. Ngokungeziwe kusofthiwe yokuphatha i-AR enhle, ibhizinisi kufanele futhi libe nenqubo eqinile etholwayo yama-akhawunti ehlanganisa zonke izisekelo.
Ukugeleza komsebenzi okungasebenzi kahle
I-oda lezinqubo zemali lithinta ukuthi kuzothatha isikhathi esingakanani ikhasimende ukukhokhela izimpahla namasevisi. Uma i-invoyisi ingaphumi, inkokhelo ngeke yamukelwe. Ukukhokhiswa kwenzeka ngemva nje kokufakwa kwe-oda nokulethwa. Noma yikuphi ukwephulwa kwalokhu kunikezwa kungaphazamisa ukunemba kwe-invoyisi. Amanye amakhasimende adinga imibhalo enezikweletu, njengobufakazi bokulethwa noma inombolo ye-oda lokuthenga.
Ukushoda kwalezi zingcezu zedatha ezibalulekile kungase kubambezele ama-oda futhi kubangele ukuthi ama-invoyisi afike sekwephuzile. Amathuluzi e-AR automation asebenza kahle ezindaweni lapho umthamo uphezulu. Uku-oda okuzenzakalelayo kanye nokukhokhisa ngesoftware etholwayo yama-akhawunti (https://www.bill.com/product/accounts-receivable) yehlisa amaphutha futhi iqinisekisa ukuthi amakhasimende athola ama-invoyisi awo ngesikhathi.
Setha izinqubomgomo zekhredithi nokuqoqwa
Into yokuqala okufanele yenziwe ngenqubo yokutholwayo kwama-akhawunti (ephinde ibizwe ngokuthi i-oda-kuya-cash) ukubhala ukugeleza komsebenzi oqinisekisa ukuthi ukuthengisa ngesikweletu kuyakhokhiswa, kuyakhokhwa, futhi kuyasetshenziswa. Izinqubomgomo zekhredithi namaqoqo zihlanganisa izingxenye ezimbalwa ezifana nalezi:
- Ukuhlolwa Kwezikweletu
- I-oda kanye Nenkokhelo
- Ukuphatha Ukuguga (amaqoqo)
- Izicelo Zemali
Inqubo yokutholwayo kwama-akhawunti kufanele ibhekane kahle nakho konke lokhu. Lezi zinqubo kufanele zibe nezilawuli zokubala ezikhona, eziqinisekisa ukusebenza kahle kwazo. Inqubo yakho ye-AR kufanele ikhulume ngokuthi ubani owenza isenzo, ukuthi siqedwa kanjani, nokuthi sicwaningwa kanjani ukuze kube nokunemba. Phinda uvakashele le nqubo ngezikhathi ezithile ukuze uthole ukusebenza kahle kanye nemiphumela.
Ama-akhawunti angahlelekile idatha etholwayo
Uma ukhokhisa ama-invoyisi ngemibandela yesikweletu, adala ukuguga kwama-akhawunti. Ukuguga kwedatha yama-akhawunti kubonisa ama-akhawunti ekhasimende lakho, ukuthi likweleta malini, kanye neminyaka yebhalansi. Uma ungagadile le datha, wena ingozi yokwanda kwezikweletu ezimbi. Isikweletu esibi yilapho i-invoyisi ingakwazi ukuqoqwa noma ukukhokhwa.
Hlala ngaphambi kwezikweletu ezimbi ngokuqapha ama-invoyisi angakhokhelwa ohlelweni lwakho. Ungaphatha idatha etholwayo yama-akhawunti ngamathuluzi ekhompyutha alula njengamaspredishithi, futhi amanye adinga isofthiwe ye-AR eyenza kube lula ukuhlonza ubungozi beqoqo lakho.
Phatha amaqoqo ngokwakho
Ukuphatha amaqoqo uwedwa kungase kubangele ukuthi ungawanaki ama-akhawunti, ama-invoyisi ukuthi ahlale engakhokhiwe, namathuba aphuthelwe okuthola amarisidi emali asetshenziswe kabi. Ngokuzenzakalela kokuhamba komsebenzi, amaqoqo ayahlelwa, futhi izimali ezidinga ukunakwa kakhulu zibekwa phambili. Isofthiwe ye-akhawunti etholwayo ikunikeza amadeshibhodi abonisa ukubuka konke kwezinga eliphezulu zesimo se-AR yakho.
Ukuphatha amaqoqo okwenziwa mathupha kuphinda kubangele ukuthi uphuthelwe amathuba okwazisa amakhasimende ngemibhalo edlulile yokukhokha okumele ikhokhelwe noma amanye amaqoqo. Amaqoqo okwenziwa ngesandla ngokuvamile ancike kumqoqi owenza amakholi asebenzayo. Isixazululo sokugeleza komsebenzi singenza izaziso ze-imeyili zibe izingubo zesikhathi esidlule ezifanele futhi sibazise ukuthi bakushayele ucingo. Lolu hlobo lokuphatha amaqoqo luvimbela ukukhiqiza okumoshakalayo.
Izicelo zemali
Izicelo zemali zingena ngqo kumjikelezo we-AR ithinta ukuhamba kwakho kwemali. It ingaba isithiyo kuzinqubo ezisebenzayo ze-AR ngaphandle kokuphathwa okufanele. Uma imali yamukelwe, ayinalo inani kusistimu yakho yokubala ize isetshenziswe ku-invoyisi. Lapho imali isifakiwe futhi yasetshenziswa, kunciphisa ama-akhawunti akho atholakalayo futhi kwenyuse i-akhawunti yakho yemali.
Izinhlelo zokusebenza zemali nazo ziphathwa kangcono nge-software etholwayo yama-akhawunti. Isistimu eyinkimbinkimbi ikusiza ngokushesha ukuthi ugqamise amaphutha. Isoftware ye-AR iphinde ikuvumela ukuthi ubeke izilawuli zokubala ukuze uqinisekise ukuthi izinhlelo zokusebenza zemali zilandela imithetho yokubalwa kwezimali.
Isipiliyoni seKhasimende
Okwenziwa yikhasimende kuvame ukuba yisithiyo esinganakwa kunqubo ye-AR. Ikhasimende linolwazi ngazo zonke izinyathelo zenqubo ye-AR, kusukela ku-oda kuya ekuqinisekisweni kokugcina kwe-invoyisi ekhokhelwayo. Isithiyo esisodwa esibalulekile ukuthi amakhasimende athola futhi akhokhe kanjani ama-invoyisi awo. Nikeza amakhasimende izindlela ezilula zokubuka nokukhokha ama-invoyisi awo, njengokufinyelela ku-inthanethi noma ukudluliselwa ngezintambo.
Isofthiwe ye-akhawunti etholwayo inamathuluzi okukhokha akhelwe ngaphakathi avumela amakhasimende akho ukuthi akhokhe ama-invoyisi akho uma esewabukile. Ngaphandle kwalezi zinsiza, ikhasimende kufanele lilinde umabhalane wakwa-AR ukuthi alibize futhi ukuze lithathe inkokhelo; inweba umjikelezo we-AR futhi ishiye i-invoyisi ivuliwe isikhathi eside kunalokho okufanele ibe njalo.
Ukuphathwa kwezikweletu okubi
Ukuphathwa kwezikweletu okubi, okubuye kwaziwe “njengemvume yama-akhawunti angabazekayo,” kuyingxenye ebalulekile yokuphathwa kwenqubo ye-AR enciphisa ubungozi bama-invoyisi angaqoqwa. Inqubo esebenzayo ibandakanya abaphathi be-AR ababukeza ngokucophelela futhi ngokuvamile imibiko yokuguga ye-AR ukuze bakhombe izitayela zokukhokha. Inqubo yokuhlola izikweletu nayo iyingxenye ebalulekile yokuphathwa kwezikweletu ezimbi.
Kufanele wenze ukuhlaziya isikweletu kuwo wonke amakhasimende amasha nakhona futhi uqinisekise amandla awo okukhokha. Ukuhlaziywa kwekhredithi futhi kukusiza ukuthi ubone ukuthi singakanani isikweletu ongasinika ikhasimende. Ukuphathwa kwezikweletu okubi nakho kulawulwa ngokusebenzisa imikhawulo yezikweletu kanye nokubanjwa kwezikweletu kuma-akhawunti ekhasimende. Amakhasimende angakhokhi ngesikhathi angabona ilungelo lawo lokuthenga limisiwe aze enze inkokhelo. Isofthiwe ye-AR ingenza lezi zilawuli ngokuzenzakalelayo.
Staffing
Inqubo yokuphatha ama-akhawunti atholwayo ayilungile uma abadlali abayenzayo bengafaneleki futhi bengenawo amakhono okuphatha umnyango we-AR. Omabhalane bakho bezimali kufanele babe nolwazi olukhethekile lokubala ukuze baphathe izingxenye zomjikelezo we-AR.
Izindima zamaqoqo zidinga amakhono afana nesevisi yamakhasimende, ukuxoxisana, ukukhalipha, nokuphathwa kwe-akhawunti. Izicelo zemali zidinga ulwazi oluyisisekelo lokubalwa kwezimali, ukunaka imininingwane, kanye namakhono okulandelela. I-AR ukuhlaziywa kwedatha kudinga amakhono okucwaninga, okuhlaziya, kanye nobuchwepheshe.
Qedani
Iqembu elihle le-AR lihlangene namalungu eqembu anikela ngamakhono akhethekile ahlukahlukene. Yize amakhono ebalulekile, amathuluzi e-AR automation akusiza ukuthi uthole ukukhiqiza okungcono kakhulu futhi azovuma noma yiziphi izinkinga ngokushesha.
Isofthiwe yama-akhawunti etholwayo inyusa ukukhiqiza futhi inika abasebenzi bakho be-AR isikhathi sokugxila ezintweni ezithinta ukwehlisa amabhalansi e-AR futhi ivimbele ukushiyeka emuva kwama-oda amakhasimende nama-invoyisi angakhokhelwa, okungaba kubalulekile ukuze ibhizinisi lihlale linedumela elihle.