Structured Requests
Capture the information Accounting needs from the start. Forms can adapt to the type of request, making it easier for employees to provide the right information the first time.
SOLUTION
Accounting Request Manager
Turn accounting requests into trackable work
Moonlight 365 Accounting Requests Management brings scattered Accounting requests into one structured process. Give employees a simple place to submit requests and give Accounting a centralized way to assign, track, manager and complete the work.
A Better Way to Manage Accounting Requests
One Place for Requests. One Process for Accounting.
Replace scattered requests and inconsistent information with a structured process designed around the way your Accounting Team works.
Trackable Work
Turn each submission into work that can be assigned, prioritized, tracked, completed, and retained (archived) rather than left buried amount messages and inboxes.
Built Around Your Accounting Team
Configure request types, fields, business data, routing, notifications, workflows and dashboard views around your organization’s actual processes.
How it Comes Together
From Request to Resolution
A connected framework brings together the people making requests and the Accounting professionals responsible for completing them.
Employees start with an easy-to-use interface designed around your Accounting services. The request can collect information based on the selected request type, including business data, dates, descriptions, supporting files and other information Accounting needs to begin the work.
How Accounting Request Manager Works
Managing Tasks not Emails
The Accounting Team has many demands it must meet. Managing tasks versus email requests will improve their job satisfaction, and the results of their work.
Submit
Start With a Structured Request
Employees select what they need and provide the correct, relevant information through an easy-to-use request interface.
Manage
Turn the Request Into Work
The request moves into the Accounting Team’s workflow, where it can be routed, assigned, reviewed, prioritized, re-assigned, and managed through completion. All in one place.
Complete
Close the Loop
Accounting completes the work, captures the appropriate completion information, and the process can notify the requester and retain the request for future reference.
Review and Audit
Every Completed Task is Accessible Later
Was an error made in the request? Did the Accounting Team not follow the proper steps? How many tasks were asked and resolved for internal employees this week, this month this year? All the work the Accounting Department is managing is now reviewable and a matter of record.
Get Started
A Better Way to Work
Let Moonlight 365 have 30 minutes of your time to show you how Microsoft Tools can improve Accounting Department processes for themselves and the people they serve.