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ERP Best Practice #1 - One-Click Access to SOPs

We've used the Content Management System (CMS) to provide one-click access to several of our more complex financial processes as well as many routine standard operating procedures (SOPs). Specific processes which have been documented in CMS include:

  • Dunning letter generation
  • Customer statements processing
  • Period-end closing
  • Bank reconciliation procedure
  • Consolidation processing
  • Month-end financial analysis review
  • Employee expense submission and reimbursement

We have found that because the processes are easily accessible and available on-demand, they actually get referenced (particularly by new-hires) and we incur fewer mistakes.






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Aplicor is a web-based, online, on-demand, hosted, software as a service (SaaS) Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software application. This user forum is an independent member organization designed to help system administrators, designers, developers and everyday business users maximize their technology investment by sharing information, resources and support.

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