{"id":6294,"date":"2025-02-28T09:20:50","date_gmt":"2025-02-28T09:20:50","guid":{"rendered":"https:\/\/www.zaharasoftware.com\/?p=6294"},"modified":"2026-02-10T10:04:52","modified_gmt":"2026-02-10T10:04:52","slug":"new-accounts-payable-starter-checklist","status":"publish","type":"post","link":"https:\/\/www.zaharasoftware.com\/accounts-payable\/new-accounts-payable-starter-checklist\/","title":{"rendered":"New Accounts Payable Starter Checklist"},"content":{"rendered":"<p><span data-contrast=\"auto\">Congratulations on your new <a href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/what-is-accounts-payable\/\">accounts payable<\/a> starter role! The first few weeks of a new job are often tricky no matter the industry- we\u2019ve all been there. Between finding your feet, grappling with office politics, and proving yourself, it takes a lot to set yourself up for success. <\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559731&quot;:720,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 counter-hierarchy ez-toc-counter ez-toc-light-blue ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/new-accounts-payable-starter-checklist\/#have_you_considered_accounts_payable_automation\" >Have You Considered Accounts Payable Automation?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/new-accounts-payable-starter-checklist\/#first_things_first\" >First Things First:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/new-accounts-payable-starter-checklist\/#your_current_ap_process\" >Your Current AP Process:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/new-accounts-payable-starter-checklist\/#considerations_and_justifications_%e2%80%af\" >Considerations and Justifications:\u202f\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/new-accounts-payable-starter-checklist\/#youve_got_the_go-ahead%e2%80%af\" >You\u2019ve Got the Go-Ahead!\u202f\u00a0\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/new-accounts-payable-starter-checklist\/#%e2%80%af_success\" >\u202f Success!<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/new-accounts-payable-starter-checklist\/#let_us_guide_you_through_zaharas_ap_automation\" >Let us guide you through Zahara&#8217;s AP Automation<\/a><\/li><\/ul><\/nav><\/div>\n\r\n<p><span data-contrast=\"auto\">It\u2019s a smart idea to have a think about what you, and your company, want from your new role. Are you aiming to tighten costs, make the team more efficient, provide more spend visibility, or stop staff buying without approval?\u202f\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"have_you_considered_accounts_payable_automation\"><\/span>Have You Considered Accounts Payable Automation?<span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-contrast=\"auto\">Something you can do to set you up for success in all these areas is to implement purchase order automation software. <a href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/accounts-payable-automation\/\">Accounts payable Automation<\/a> teams who automate purchase orders significantly improve efficiency, accuracy, and overall financial management, what\u2019s not to love?! This guide will walk you through the steps of transitioning from a manual or clunky <a href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/accounts-payable-process\/\">accounts payable process<\/a>, to a more automated and streamlined one.\u202f We&#8217;ll set you up for success so you can bring it up to your boss if you&#8217;re a new accounts payable starter. <\/span><span data-contrast=\"auto\">Alternatively, the guide&#8217;s also useful if you&#8217;re established in your career and need funding for your <a href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/ap-automation\/\">AP automation<\/a> project.<\/span><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"first_things_first\"><\/span>First Things First:<span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-contrast=\"auto\">To open the conversation, start by focusing on the benefits of automating and what this might mean for the company:<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559731&quot;:360,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Enhanced Efficiency:<\/span><\/b><span data-contrast=\"auto\"> Automating purchase orders eliminates the need for manual data entry and paperwork, saving time and reducing the likelihood of errors.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Accuracy and Consistency:<\/span><\/b><span data-contrast=\"auto\"> Automated systems reduce human error, ensuring that information is entered consistently and accurately across all transactions.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Approval Workflows:<\/span><\/b><span data-contrast=\"auto\"> Software with built-in customisable approval workflows ensure that purchases follow the appropriate authorisation channels.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Audit Trail:<\/span><\/b><span data-contrast=\"auto\"> Automated systems keep a clear digital record of all transactions, thus making audits smoother and ensuring compliance with regulatory requirements.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Supplier Relationships:<\/span><\/b><span data-contrast=\"auto\"> Streamlined processes lead to faster approvals and payments, helping maintain better relationships with vendors.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Cost Savings:<\/span><\/b><span data-contrast=\"auto\"> By eliminating paper-based processes and minimising errors, the company can save money on resources, time, and potential penalties.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<h2><span class=\"ez-toc-section\" id=\"your_current_ap_process\"><\/span>Your Current AP Process:<span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-contrast=\"auto\">Once you\u2019ve established the benefits and can picture how the future might look, you should investigate your current processes to ensure it\u2019s possible.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559731&quot;:360,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\"> If you&#8217;re a new accounts payable starter it&#8217;s a good idea to ask your team lots of questions about how things work. This will speed up the process of analysing the way your company currently runs the AP function.<\/span><\/p>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Assess:<\/span><\/b><span data-contrast=\"auto\"> Understand the current <a href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/accounts-payable-process\/\">accounts payable process<\/a>. Identify pain points, bottlenecks, and areas where automation will make the most significant impact.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Research:<\/span><\/b><span data-contrast=\"auto\"> Explore different purchase order automation software options available on the market. Look for features such as approval workflows, integration capabilities, reporting functionalities, and user-friendly interfaces.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Analyse:<\/span><\/b><span data-contrast=\"auto\"> Prepare a Return on Investment (ROI) analysis that demonstrates the potential cost savings and efficiency gains from implementing the software. This will help justify the investment to management and back up your points with hard facts.<\/span><\/li>\r\n<\/ul>\r\n<p><span data-contrast=\"auto\">If you\u2019re faced with pushback, it&#8217;s always good to have a few comebacks up your sleeve. Not everyone embraces change, even if it\u2019s for the best, because change is often viewed as unsettling. Getting your justifications in order could be the difference between getting the go-ahead or plodding along as you are.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\r\n<h2><span class=\"ez-toc-section\" id=\"considerations_and_justifications_%e2%80%af\"><\/span><b><span data-contrast=\"auto\">Considerations and Justifications:<\/span><\/b><span data-contrast=\"auto\">\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Cost vs. Benefit:<\/span><\/b><span data-contrast=\"auto\"> Highlight the initial investment cost against the long-term benefits, emphasising the potential for cost savings, increased productivity, and reduced errors.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Time Savings:<\/span><\/b><span data-contrast=\"auto\"> Explain how automation reduces the time spent on manual tasks, allowing the finance team to focus on strategic activities that drive the company&#8217;s growth.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Scalability:<\/span><\/b><span data-contrast=\"auto\"> Discuss how the software can grow with the company, accommodating increased volumes and adapting to the changing business needs.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Risk Mitigation:<\/span><\/b><span data-contrast=\"auto\"> Emphasise the audit trail and compliance benefits, which reduces financial discrepancies and helps the company adhere to regulations.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li data-leveltext=\"-\" data-font=\"Calibri\" data-listid=\"11\" data-list-defn-props=\"{&quot;335551671&quot;:0,&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Calibri&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;-&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"0\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Employee Satisfaction:<\/span><\/b><span data-contrast=\"auto\"> Mention that automation leads to higher employee satisfaction by removing mundane tasks resulting in a more engaging and fulfilling work environment.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ul>\r\n<h2><span class=\"ez-toc-section\" id=\"youve_got_the_go-ahead%e2%80%af\"><\/span><b><span data-contrast=\"auto\">You\u2019ve Got the Go-Ahead!<\/span><\/b><span data-contrast=\"auto\">\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-contrast=\"auto\">So, you understand the current processes, and have management onboard, it\u2019s now time to begin the transformation! Our onboarding team at Zahara has completed thousands of customer implementations in our time. We&#8217;ve gathered what we think are the most important steps to cover, in the following order.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\r\n<ol>\r\n\t<li data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559684&quot;:-1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Software Selection:<\/span><\/b><span data-contrast=\"auto\"> Based on your research and analysis, choose a purchase order automation software that aligns with the company&#8217;s needs and budget.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n\t<li data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559684&quot;:-1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Customisation:<\/span><\/b><span data-contrast=\"auto\"> Configure the software to match the company&#8217;s existing processes and requirements. Define the approval matrix, set the approval conditions for multi-step workflows and decide on users and their roles. You may choose to outsource this to the software\u2019s onboarding team if you have the budget.<\/span><\/li>\r\n\t<li data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559684&quot;:-1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Data Migration:<\/span><\/b><span data-contrast=\"auto\"> If transitioning from manual processes, migrate existing data to the new system. This is a good point to data cleanse too, all those 5+ year-old suppliers can absolutely be archived, ensure only relevant data is moved to your new software!\u202f<\/span><\/li>\r\n\t<li data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559684&quot;:-1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Testing: <\/span><\/b><span data-contrast=\"auto\">This is key! Don\u2019t skip this step and ensure you allocate enough time to it. This is your opportunity to refine and adjust settings to make it work for you.\u202f We\u2019ve found this works best when you involve a small group too.\u202f<\/span><\/li>\r\n\t<li data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559684&quot;:-1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Training:<\/span><\/b><span data-contrast=\"auto\"> Provide training sessions to employees who will be using the software. Highlight features, benefits, and how it integrates into their daily tasks. The key to success is getting users on board.\u202f<\/span><\/li>\r\n\t<li data-leveltext=\"%1.\" data-font=\"Calibri\" data-listid=\"12\" data-list-defn-props=\"{&quot;335552541&quot;:0,&quot;335559684&quot;:-1,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769242&quot;:[65533,0],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;%1.&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><b><span data-contrast=\"auto\">Pilot Phase:<\/span><\/b><span data-contrast=\"auto\"> Start with a pilot phase involving a limited number of transactions and users. This allows you to identify any potential issues and adjust before full implementation.\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/li>\r\n<\/ol>\r\n<h2><span class=\"ez-toc-section\" id=\"%e2%80%af_success\"><\/span><span data-contrast=\"auto\">\u202f<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\"> Success!<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n<p><span data-contrast=\"auto\">After successful completion of these six stages, you should be up and running with your new AP software, congratulations! Get ready to make the most of the cost and time savings, and enjoy the fruits of your efforts! The best way to establish yourself in your new <a href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/what-is-accounts-payable\/\">accounts payable<\/a> starter role is to bring efficiency to the team. If you do have any concerns, you can contact the Zahara team.<\/span><\/p>\r\n<style>\r\n\t.testbox {\r\n    border-radius: 11.725px;\r\n    background: linear-gradient(89deg, #FF5C00 0.96%, #FFB800 113.64%);\r\n    box-shadow: 2.198px 2.931px 7.548px 0px rgba(0, 0, 0, 0.10);\r\n    display: flex;\r\n    padding: 11px 14px;\r\n    color: #fff;\r\n    align-items: center;\r\n    justify-content: center;\r\n}\r\n\t.ft18 {\r\n\t\tfont-size:18px!important;\r\n\t\tfont-weight: 400!important;\r\n\t}\r\n<\/style>\r\n<div class=\"testbox ft18 mt60 mb60\"><h2 class=\"pl10 pr20 mt10 mr20 fw300 ft18 text-center text-white\"><span class=\"ez-toc-section\" id=\"let_us_guide_you_through_zaharas_ap_automation\"><\/span>Let us guide you through Zahara&#8217;s AP Automation<span class=\"ez-toc-section-end\"><\/span><\/h2>\r\n  <a class=\"btn btn-solid-blue ft18\" href=\"https:\/\/www.zaharasoftware.com\/book-a-demo\/\" role=\"button\" title=\"Speak to an expert\" target=\"new\">30 min demo<\/a>\r\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Congratulations on your new accounts payable starter role! The first few weeks of a new job are often tricky no matter the industry- we\u2019ve all been there. Between finding your feet, grappling with office politics, and proving yourself, it takes a lot to set yourself up for success. \u00a0 It\u2019s a smart idea to have &hellip; <a href=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/new-accounts-payable-starter-checklist\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;New Accounts Payable Starter Checklist&#8221;<\/span><\/a><\/p>\n","protected":false},"author":10,"featured_media":7233,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"iawp_total_views":89,"footnotes":""},"categories":[708],"tags":[],"class_list":["post-6294","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accounts-payable"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.8 (Yoast SEO v27.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>New Accounts Payable Starter Checklist<\/title>\n<meta name=\"description\" content=\"New jobs are daunting. 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Read our Accounts Payable Starter Checklist tips to hit the ground running in the finance world.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.zaharasoftware.com\/accounts-payable\/what-is-accounts-payable\/\" \/>\n<meta property=\"og:site_name\" content=\"Zahara Accounts Payable Automation Software\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/zaharasoftware\" \/>\n<meta property=\"article:published_time\" content=\"2025-02-28T09:20:50+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-10T10:04:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.zaharasoftware.com\/wp-content\/uploads\/2023\/09\/Blog-Feature-Landscape-1080-x-1139-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Martin Peirce\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@zaharasoftware\" \/>\n<meta name=\"twitter:site\" content=\"@zaharasoftware\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Martin Peirce\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.zaharasoftware.com\/accounts-payable\/what-is-accounts-payable\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.zaharasoftware.com\/accounts-payable\/new-accounts-payable-starter-checklist\/\"},\"author\":{\"name\":\"Martin Peirce\",\"@id\":\"https:\/\/www.zaharasoftware.com\/#\/schema\/person\/9a9a8c846593c68d649e47df35b2a639\"},\"headline\":\"New Accounts Payable Starter Checklist\",\"datePublished\":\"2025-02-28T09:20:50+00:00\",\"dateModified\":\"2026-02-10T10:04:52+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.zaharasoftware.com\/accounts-payable\/new-accounts-payable-starter-checklist\/\"},\"wordCount\":1025,\"publisher\":{\"@id\":\"https:\/\/www.zaharasoftware.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.zaharasoftware.com\/accounts-payable\/what-is-accounts-payable\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.zaharasoftware.com\/wp-content\/uploads\/2023\/09\/Blog-Feature-Landscape-1080-x-1139-1.png\",\"articleSection\":[\"Accounts Payable\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.zaharasoftware.com\/accounts-payable\/new-accounts-payable-starter-checklist\/\",\"url\":\"https:\/\/www.zaharasoftware.com\/accounts-payable\/what-is-accounts-payable\/\",\"name\":\"New Accounts Payable Starter Checklist\",\"isPartOf\":{\"@id\":\"https:\/\/www.zaharasoftware.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.zaharasoftware.com\/accounts-payable\/what-is-accounts-payable\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.zaharasoftware.com\/accounts-payable\/what-is-accounts-payable\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.zaharasoftware.com\/wp-content\/uploads\/2023\/09\/Blog-Feature-Landscape-1080-x-1139-1.png\",\"datePublished\":\"2025-02-28T09:20:50+00:00\",\"dateModified\":\"2026-02-10T10:04:52+00:00\",\"description\":\"New jobs are daunting. 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