Business Process Forum - Accounts Payable Services Overview - Customer Success

Sep 19, 2026

Upload by Aurelia

Forum agenda outlining Accounts Payable service scope and how it supports Customer Success. Services include vendor management and onboarding, invoice processing with routing and data entry, payments covering tax form production, wire/ACH/real-time payments, check remediation, and travel & expense support such as Concur training, booking and expense report assistance, credit card administration, and reimbursements. Customer Success emphasizes proactive relationship-building and timely feedback, using a single point of contact, internal triage routing, stronger training and outreach, AMP readiness, and goals for faster onboarding and improved business-process focus.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages12

Reading Time4 min

AccessFree to download

Agenda

Services Provided by Accounts Payable

Customer Success

Goals & Key Milestones

Key Changes

Feedback & Questions

B u s i n e s s P r o c e s s F o r u m J u n e 2 0 2 4 A l e x S i m s Accounts Payable Customer Service Agenda • What services does Accounts Payable Provide? • Customer Success • Goals & Key Milestones • Feedback & Questions Services Provided by Accounts Payable V endor Management I nvoice Processing P ayments T ravel & Expense C ustomer Success Services Provided by Accounts Payable V endor Management • Onboarding new vendors • Updating existing vendor data • Specialized Invoice Programs • Communication Allowances • Royalty Payments • Recognized Student Orgs • Utilities • Settlements • Foundation Direct Payment Process I nvoice Processing P ayments T ravel & Expense C ustomer Success Services Provided by Accounts Payable V endor Management I nvoice Processing • Invoice Routing • Invoice Data Entry • Vendor Statement Reconciliation • Invoice Status Monitoring P ayments T ravel & Expense C ustomer Success Services Provided by Accounts Payable V endor Management I nvoice Processing P ayments • 1099 and 1042 tax form production • Non-Resident Alien Tax Withholding • Payment Production • Check, ACH, Wire, Real Time Payments • Payment Remediation • Stale/Uncashed Checks • Undeliverable Checks • Failed ACH Payments T ravel & Expense C ustomer Success Services Provided by Accounts Payable V endor Management I nvoice Processing P ayments T ravel & Expense • Concur System Training • Travel Booking Support • Expense Report Support • Credit Card Administration • Travel Pre-Trip Approvals • Non-Employee Reimbursements • Cash Advances C ustomer Success Services Provided by Accounts Payable V endor Management I nvoice Processing P ayments T ravel & Expense C ustomer Success • Go to resource related to Accounts Payable • Ensuring accurate reporting • Ensuring appropriate review & approvals • Ensuring vendors are paid timely NEW TEAM Customer Success A proactive approach that focuses on building relationships and anticipating needs. A proactive approach that focuses on building relationships and anticipating needs. Customer Success GOALS • Single point of contact • Route questions internally for triage • Provide timely feedback • Improve training and outreach • Build strong relationships • AMP readiness • Focus on new employee onboarding • Improvements to specific business processes • Invoice Data Entry • Vendor Onboarding • Wire Transfer Processing KEY CHANGES • Establishing new team dedicated solely to customer support • Aligning customer centric processes with new team • Restructuring Invoice Entry Process • Decommissioning extraneous mailboxes • Meet and greet with colleges and divisions

FAQs

What services does Accounts Payable provide in the overview?

It provides vendor management, invoice processing, payments, and travel & expense support, along with customer success enablement.

How does the Customer Success approach work for this team?

It uses a proactive model focused on building relationships and anticipating needs, with a single point of contact and internal triage for questions.

What key changes are planned according to the agenda?

The plan includes creating a new team dedicated to customer support, aligning customer-centric processes, restructuring invoice entry, decommissioning extraneous mailboxes, and meeting with colleges and divisions.

Sep 19, 2026

Upload by Aurelia