The AP process for HVAC can be time consuming!

If you’re struggling to keep up with emailed or paper invoices and you’re an HVAC company, we can help. No more losing invoices, strained cash flow and late payments. You didn’t get into business to be strapped to a desk reviewing invoices and keeping up with vendors.

You love helping your customers solve their Heating and Cooling problems. Rillion has an Accounts Payable solution for HVAC companies using QuickBooks accounting software. It’s super simple to set up (under 1 hour) and easy to use (no more support calls and emails).

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Accounts Payable Software for HVAC Gives Back Time

As an HVAC company, you’re always on the go. Whether you’re servicing a customer or meeting with a vendor, there’s never a moment to waste. That’s why Rillion’s paperless Accounts Payable solution is perfect for HVAC companies using QuickBooks accounting software.

With Rillion, you can easily keep track of all your invoices in one place – no more chasing invoice approvals or cash flow problems. And because it’s so easy to use, you can say goodbye to support calls and emails! Think of all the time you’ll save and be able to invest back in your customers and business.

Rillion’s paperless Accounts Payable solution is the perfect way for HVAC companies using QuickBooks accounting software to streamline their invoicing process. Gone are the days of lost invoices or lack of visibility into your cash flow! Why not have all your vendor invoices seamlessly managed in one place?

If you are struggling to keep up with paper invoices and you’re an HVAC company, we can help.

Anytime you have to key in invoice data by hand, your accounts payable team wastes precious time that could be spent on higher-value tasks.

In many cases, you have to type the invoice details into the record line-by-line and tediously manage every step of the approval process.

Using accounts payable automation, you can put the entire invoice processing workflow on autopilot. You’ll be able to:

  • Have all your invoices entered into your accounting system – automatically
  • See the status of all your vendor bills in one central dashboard
  • Have invoices workflow to approvers in your company
  • Put invoices into project buckets making it easier to review by job
  • Let managers approve invoices on their phone or laptop 24/7
  • Search for both paid and current invoices in a cloud-based archive

No more lost invoices, strained cash flow and late payments. You didn’t get into business to be strapped to a desk reviewing invoices and keeping up with vendors. With less manual work on their plates, your colleagues will have more time to focus on the work that matters.

Find out more about Accounts Payable Software for HVAC here.

Archive and Audit

Audit preparation can take a lot of time if you do it all manually. But searching for required documents, chasing down invoices, and organizing data is the least of your worries if you can’t account for every payment your Accounts Payable team approves.

Luckily, AP Automation platforms like Rillion have audit trail functionality that can track your invoices from initial receipt to approval and payment. As your invoices travel through the approval workflow, the platform creates a full, time-stamped audit trail — complete with corrections, comments, and the final stamp of approval. This, in turn, streamlines your audit process and gives your team (and your accountant) confidence in your compliance.

Optional PO Matching 

You should never pay an invoice unless you know it’s 100% accurate. But reviewing invoices one by one to make sure they only include products and services you ordered and received, is a slow and risky process. Line items can easily be overlooked and mistakes can be made at any point along the way.

However, with Rillion’s optional cascading PO matching, you get automated 3-way matches between the invoice, the PO and the goods receipt. By analyzing Purchase Orders at both the header and line level, the Cascading PO matching module will accurately flag exceptions for your approvers to review and respond to. Invoices that match will be sent directly to your accounting system for recording and payment, creating a “touchless” process that matches invoices in minutes.

Find out more about Accounts Payable Software for HVAC here.

Are you interested in trying Rillion?

Schedule a free consultation so that we can understand your needs and provide you with the best solution.

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