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Productivity

Remizen + Priority ERP Integration

Prepare company expenses for review within the operational accounting context teams manage in Priority ERP.

This describes a possible workflow, not an active or official connection.

Connect Remizen with Priority ERP

Priority ERP is used for enterprise finance and operational records. Explore how Remizen expense approvals could be reviewed with Priority ERP records. Any connection would need to be designed, validated, and made available before teams could use it.

Expense management with Priority ERP

For organizations that use Priority ERP, a potential workflow could focus on matching reviewed spend with the right finance process. The right approach depends on the records available, your internal policies, and how your team reviews spending today.

How it works

  • Scope a proposed Priority ERP use case with the people who review spending: Organize expenses for finance review.
  • Plan how to group costs by business unit or project using the relevant legal entities, cost centers, ledgers, and approval history, and decide who would own each handoff.
  • Before implementation, validate the proposed process to keep approval details with supporting records against your approval policies.

Workflows

  • Organize expenses for finance review
  • Group costs by business unit or project
  • Keep approval details with supporting records

Data and workflow considerations

  • Review legal entities, cost centers, ledgers, and approval history before defining a Priority ERP workflow.
  • Determine whether Priority ERP data needed for matching reviewed spend with the right finance process may be shared, and how long it should be retained.
  • Test exceptions and manual review paths before relying on any proposed connection.