Services Entry Sheet
Manage the vendor workflows, like service receipts, approval cycles, and invoice payments, of the procurement process at your company.
Database
Manage all service receipts and associated records in a central searchable repository.
Workflows
Configure workflows to route records based on business logic (approvals, checklist, status change, etc.).
Interface
Set up role-based access control for vendors, procurement, accounts payable, etc.
Integration
Connect with SAP B1, Oracle NetSuite, Microsoft Dynamics, and 1,000+ product integrations, plus REST API.
AI
Customize the application to your company's process and workflows using AI.
Security
Protect your data with SSO/MFA, ISO/IEC 27001, SOC 2 + HIPAA Type 2, and GDPR compliance.
Manage all your requirements from a unified interface
Submission
Set up the form that vendors can use for structured input of data into the service receipt record. Configure the fields of the form based on conditions (show/hide, look up data, run validations, mandatory checks, display hints, etc.).
Status
View the status of all purchase orders, service receipts, and accounts payable records. Ensure everyone is aligned on the status of an order before an invoice is processed for payment, thereby preventing discrepancies before they can enter the accounting system.
Approvals
Set up automatic checks to validate the SES against the PO limits, line-item quantity, over-delivery tolerance, etc. Route records through multi-round, multi-stage, multi-role approval matrix. Confirm the service was completed to the required quality and scope.
Workflows
Configure workflows based on business logic (end of a billing month, SOW submission, invoice processed, timesheet updated, report uploaded, etc.). Set up conditions for notifications, recurring tasks, reminders, follow ups, exception handling, etc.
Invoice
Validate the vendor's service receipt and ensure that payments are made only for services that have been completed and approved. Prevent incorrect payments or fraudulent billing by 3-way matching the vendor's invoice, approved SES, and finance PO.
Portal
Set up a secure self-service mobile/web portal for vendors to interact with the manager, procurement, and accounts payable teams. Upload documents (NDAs, SOWs, SLAs, POs, contracts, etc.) for reference and internal compliance audits.
Frequently Asked Questions
Zoho Creator is an AI-powered application development platform that's used to automate business processes and workflows in organizations. With it, you can build custom applications specific to your requirements.
The Services Entry Sheet application is installed and runs on Zoho Creator. You can fully customize the application to your company's requirements if desired.
Yes, there is a 15-day free trial.
Zoho Creator ensures the logical separation of your data from everyone else's. Data retention and backup happens in a secure manner, and all data is stored in data centers in multiple geographies to ensure enterprise-grade security and high availability.
You can find the pricing plans here.