# Accounting Request Manager Repetitive accounting requests are sent through a web-based form, which are processed through a workflow designed by account. Tasks are managed in a dashboard. # Accounting Request Manager ## SOLUTION ## 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. ![Scheme icons created by Magnific - Flaticon](https://cdn.sanity.io/images/hxpc8b0a/agents/425da656d71da2627a4b2cb89a2334aed83fa390-512x512.png?w=1600&fm=webp&q=80&auto=format) - [Book a Demo](https://moonlightsite2.vercel.app/book-a-demo) **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. ### 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. ### 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. ### Features **Task Request Form** 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. Request Form **Workflows & Automation** Once submitted, workflows can move the request into the appropriate Accounting Process. Routing Notifications and other workflow actions can be configured around the organizations requirements, including Form Creation and approval routing. untitled **Managing Tasks** Accounting professionals work from a centralized dashboard where requests can be reviewed, assigned, and tracked through completion. Views can help users focus on relevant work while managers can have broader visibility based on your Accounting Teams design and security requirements. untitled **Dashboard & Records** Maintain a record of the request as work progresses. Notifications, status information, assignment history, completion details and archived requests can create a searchable history of the work performed for reporting or audit needs. untitled ### Tech Specs **Microsoft Power Platform** From the Request form to the Dashboard, and the workflows inbetween... the entire solution is built on Microsoft Technology. untitled **No Software Subscription** The Accounting Request Manager is a Power Platform Solution that does not have an annual subscription. It is paid for once, and can be kept up-to-date by purchasing a support contract, or by your team of Power Platform professionals. untitled **Your Accounting Forms** The Accounting Request Manager can be configured to create the very documents (forms) that your employees need at the time of the request submission. Your internal "best of breed" Accounting Word Templates can be used in any request that requires a form, saving the Accounting Department time on getting forms filled in. untitled **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. - [Book a Demo](https://moonlightsite2.vercel.app/book-a-demo)