DocuSign for Finance – Helping Businesses Streamline Critical Processes

Categories: Product Updates
Tags: DocuSign
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The leading global eSignature and digital transaction management (DTM) solution, DocuSign delivers a suite of services for organisations of all size and across department. In this blog, we’re focusing on looking at how DocuSign can help finance departments streamline their critical processes.

With DocuSign, Finance is able to collate information to be able to accurately invoice customers and input data directly into the billing system. The number of errors is reduced, and the billing timeline shortened. DocuSign can be embedded into a business’s existing inventory management forms and processes – again, resulting in saved time, reduced errors – and enhanced visibility.

Outside the finance department, a business can hook DocuSign into their forms, and link to financial systems to help increase control and maintain accurate records for assets transferred or retired. eSignatures can accelerate the process for preparing paperwork such as M&A documentation, corporate policies, plus even hiring freeze exemptions.

Not only current regulations but impending requirements govern how a business manages data. With DocuSign audit and compliance processes can be streamlined, while remaining secure and tamperproof, backed up by a comprehensive audit trail and compliant with retention policies.

The ability for employees to sign expense reports electronically helps improve cash management and increase compliance. Employees are also able to electronically acknowledge and sign company policies, again enhancing o compliance adherence.

And DocuSign’s native apps for iOS, Android, and Windows 8 mean users can sign documents via smartphone or tablet – anywhere, at any time.

Every business has a finance department/function, and implementing an eSignature solution can help the business with cash flow and improve compliance, as well as gain real-time visibility into critical document processes.

DocuSign and Microsoft

DocuSign’s seamless integration with Microsoft Dynamics 365 and Office 365 means that businesses can reap the benefits of eSignature processing, with the implementation embedded into their employees’ familiar and widely-used office applications.

DocuSign and Office 365 for finance – helping businesses streamline critical processes is the third in a series of blogs looking at DocuSign eSignatures for individual industry or departments.

And you can also download a copy of our eBook, Creating a compliant & truly paperless process with eSignatures.

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