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Upcoming & Featured Masterclasses

Payment Control You Can Bank On
One Source of Truth for Every Document
Become a Reporting Insights Master

Payment Control You Can Bank On Payment risk rarely came from one big event. It built quietly through disconnected approvals, inconsistent routing, manual workarounds, and limited visibility into who changed what and when. Left unchecked, those small gaps could turn into real financial exposure. In fact, 76% of organizations reported attempted or actual payment fraud last year. In this 15-minute session, we explored where payment control gaps commonly emerged across AP workflows and what stronger processes looked like when approvals, audit trails, and payment activity were easier to monitor and connect. We covered how to identify common control gaps, spot potential risks before they became exposure, strengthen controls without slowing down AP teams, and build a stronger framework for managing payment risk.

Stop Searching. Start Finding. Your invoices, contracts, HR files, and supporting documentation live everywhere — shared drives, inboxes, filing cabinets, and a dozen half-synced folders. When finance and operations can't see the same version of a document at the same time, work stalls, approvals stack up, and audits turn into scavenger hunts. onPhase aligns your AP and Payments functions with the documents and data that drive your operations, unifying finance and operations in a single system of record. In this 15-minute session, we'll walk through the core benefits of onPhase's Document Management and show you a live example of how documents move from capture to storage to action — plus a real customer win. What you'll gain: 📁 One system of record for every document See how invoices, contracts, and HR files are captured, indexed, and routed automatically — no more digging through drives, inboxes, or filing cabinets. 🔍 Find anything in seconds AI-powered auto-indexing and advanced search mean the right document is always one search away, not one email thread away. 🔐 Control who sees what Permission-based access keeps sensitive files secure while giving the right people the ...

In this 15-minute interactive session, attendees explored how to turn AP data into actionable insights through dashboards and reporting. The session covered pre-built dashboards, including Invoice Aging, Approver Aging, Invoice Monitor, and Vendor Spend Snapshot, and showed how these tools can help teams quickly identify bottlenecks, approval delays, and spending trends. Attendees also learned how to create and save custom reports without relying on spreadsheets, data exports, or IT support, giving finance teams greater visibility into AP and helping them turn data into more informed decisions.

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