How Access Financials Transformed Finance Operations: Customer Success Story with Dolphin Living скачать в хорошем качестве

How Access Financials Transformed Finance Operations: Customer Success Story with Dolphin Living

Discover how Dolphin Living, a UK‑based housing charity, transformed its financial operations using Access Financials. From eliminating manual spreadsheets to enforcing approval limits, automating VAT calculations, improving project costing, and enabling self‑service reporting - this case study highlights the real‑world impact of financial software built for scaling organisations. What you’ll learn in this video: The power of automated controls and approval workflows for procurement How VAT automation can replace complex manual spreadsheets How segmented ledger coding can enhance cost accuracy Improving reconciliation processes (bank, intercompany, project-level costing) Why scalability and better reporting were critical for Dolphin Living’s growth This story demonstrates how the right financial management system can drive accuracy, efficiency, strong governance, and better decision‑making. 👉 Learn more about Access Financials: https://www.theaccessgroup.com/en-gb/... 👉 Need a demo? https://www.theaccessgroup.com/en-gb/... 00:00 – 00:45 Introduction to role & responsibilities 00:46 – 01:49 How Financials fits into daily workflow & cost tracking for developments 01:50 – 06:57 Top features used: purchase ordering & embedded rules 06:58 – 08:58 Process improvements: procurement policy, reconciliations, bank automation 08:59 – 12:51 Comparing Access Financials to previous solutions & scalability advantages 12:52 – 16:24 Feature requests from development team & real‑world usability 16:25 – 16:42 Closing Remarks