Accounting (Custom)

Use Case

All your financial forms, deadlines, and policies – organized in one easy-to-navigate SharePoint site for employees

Mission Banner: A bold, front-and-center welcome message reinforces the department’s purpose and sets the tone for the site
Quick Access Tiles: One-click entry to budgets, expense forms, reimbursement requests, and key financial systems
Team Contacts Panel: Easily locate key contacts in accounts payable, receivable, and payroll
Customer-Focused Design: Built with employees in mind—everything is easy to find, simple to use, and tailored to support common finance requests without confusion

Centralized Access to Financial Resources: Employees can quickly find policies, forms, and key finance documents in one organized location
Reduces Email and Support Requests: By making deadlines, FAQs, and forms easily accessible, the site decreases the volume of routine inquiries to the accounting team
Improves Compliance and Accuracy: Hosting the latest templates and procedures ensures employees use correct, up-to-date materials and follow proper financial workflows
Enhances Internal Transparency: Key dates, financial reports, and process updates are visible across departments, building trust and accountability
Streamlines Routine Finance Processes: Online access to reimbursement forms, budget templates, and vendor instructions makes day-to-day tasks more efficient