Podio Workflow Automation Use Cases: Accounting & Finance in Podio

If you use Podio to track your corporate accounts and finances, you'll know how invaluable Podio's flexibility is. However, there are a lot of numbers involved that need to add up and adhere to certain rules, and often are time-sensitive. Using Podio workflow automation you can easily visualize and police your financial data, while automating your accounting processes.

Make sure your Numbers add up without the Hassle.

Receivables

When a work order is approved, create a PDF invoice and send it to the customer via email.
If a customer account is overdue, send an email to the customer every 10 days with the details of their balance.
If a customer is 90 days overdue, assign a task to the accountant to move the customer to collections and assign a task to the support team to suspend services.
On the 1st of each month, collect all timesheet records with a billing org, and send an email report to the accountant with the billed hours per per billing org.

Payables

When a new PO item is created, create a PDF version of the PO and email it to the vendor.
If a bill is 30 days overdue, assign a task to the accountant.

Month End

On the 1st of each month, collect all timesheet records and vaction records, and create the initial payroll items for the previous month with these totals pre-filled.
Every three months, create new payroll remittance and sales tax items for the previous period and assign a task to the accountant to complete them. When a remittance item is marked as completed, create a PDF remittance for the period and attach it to the item.

GlobiFlow - a must have for advanced Podio users and implementation consultants

GlobiFlow provides great extensions to the functionality of Podio, including visualizations of reports, advanced workflows, and PDF creation.
- Bill Carovano, Sr. Director, Product Management at Citrix

Great addition

The Application has become indispensable in my operation. I utilize a trigger in one app to move all of the relevant details into others, then update fields and add comments so that I know where it has been triggered from.
- Kelly B Johnson, CMA, Owner at Westcan HVAC Sales Ltd