MARCH 2024
MARCH 2024
MARCH 2024
MARCH 2024
Vendor Batch Payment
Vendor Batch Payment
Vendor Batch Payment
Collaborated with Naveen Rajan to design the batch payment feature as part of the recently announced BillPay add-on. This helps businesses make vendor payments faster while also reducing the reconciliation overhead.
Collaborated with Naveen Rajan to design the batch payment feature as part of the recently announced BillPay add-on. This helps businesses make vendor payments faster while also reducing the reconciliation overhead.
Collaborated with Naveen Rajan to design the batch payment feature as part of the recently announced BillPay add-on. This helps businesses make vendor payments faster while also reducing the reconciliation overhead.
Collaborated with Naveen Rajan to design the batch payment feature as part of the recently announced BillPay add-on. This helps businesses make vendor payments faster while also reducing the reconciliation overhead.
Role
Role
Role
Lead UX designer
Lead UX designer
Lead UX designer
Responsiblity
Responsiblity
Responsiblity
Research
Cross functional collaboration
Wireframing & Prototyping
Research
Cross functional collaboration
Wireframing & Prototyping
Research
Cross functional collaboration
Wireframing & Prototyping
TimeLine
TimeLine
TimeLine
2 weeks
2 weeks
2 weeks
Introduction
Introduction
Introduction
Paying the vendor bills on time is the most essential part of a business' account payables workflow. We wanted to build a feature that would help businesses process these vendor payments in bulk there by reducing the outstanding payables.
Paying the vendor bills on time is the most essential part of a business' account payables workflow. We wanted to build a feature that would help businesses process these vendor payments in bulk there by reducing the outstanding payables.
Paying the vendor bills on time is the most essential part of a business' account payables workflow. We wanted to build a feature that would help businesses process these vendor payments in bulk there by reducing the outstanding payables.
Paying the vendor bills on time is the most essential part of a business' account payables workflow. We wanted to build a feature that would help businesses process these vendor payments in bulk there by reducing the outstanding payables.
To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information. All information displayed here are my own and does not necessarily reflect the views of Zoho.
To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information. All information displayed here are my own and does not necessarily reflect the views of Zoho.
To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information. All information displayed here are my own and does not necessarily reflect the views of Zoho.
To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information. All information displayed here are my own and does not necessarily reflect the views of Zoho.
RESEARCH AND FINDINGS
RESEARCH AND FINDINGS
RESEARCH AND FINDINGS
I collaborated with our support team members to identify the pain points our customers were facing with our existing solution to record payments for vendor bills, we were able to identify the following as the key problems in bill payments
Increased overhead in paying a vendor multiple times, the AP team staffs had to request payment for the same vendor multiple times for different bills and this process was tedious.
Difficulty in reconciliation of payments and bills, once the payments were made they had to reconcile the bills with their respective payments in order to properly audit the payments.
I collaborated with our support team members to identify the pain points our customers were facing with our existing solution to record payments for vendor bills, we were able to identify the following as the key problems in bill payments
Increased overhead in paying a vendor multiple times, the AP team staffs had to request payment for the same vendor multiple times for different bills and this process was tedious.
Difficulty in reconciliation of payments and bills, once the payments were made they had to reconcile the bills with their respective payments in order to properly audit the payments.
I collaborated with our support team members to identify the pain points our customers were facing with our existing solution to record payments for vendor bills, we were able to identify the following as the key problems in bill payments
Increased overhead in paying a vendor multiple times, the AP team staffs had to request payment for the same vendor multiple times for different bills and this process was tedious.
Difficulty in reconciliation of payments and bills, once the payments were made they had to reconcile the bills with their respective payments in order to properly audit the payments.
I collaborated with our support team members to identify the pain points our customers were facing with our existing solution to record payments for vendor bills, we were able to identify the following as the key problems in bill payments
Increased overhead in paying a vendor multiple times, the AP team staffs had to request payment for the same vendor multiple times for different bills and this process was tedious.
Difficulty in reconciliation of payments and bills, once the payments were made they had to reconcile the bills with their respective payments in order to properly audit the payments.
Key goals
Key goals
Key goals
Provide a way for the users to group the bills by vendor
Process a single payment and reduce the reconciliation effort.
Provide a way for the users to group the bills by vendor
Process a single payment and reduce the reconciliation effort.
Provide a way for the users to group the bills by vendor
Process a single payment and reduce the reconciliation effort.
Provide a way for the users to group the bills by vendor
Process a single payment and reduce the reconciliation effort.
User journey
User journey
User journey
Below is the user journey for which we designed the feature, it starts from receiving the bill from the vendor, adding it to a batch, exporting the payments file and processing the batch.
Below is the user journey for which we designed the feature, it starts from receiving the bill from the vendor, adding it to a batch, exporting the payments file and processing the batch.
Below is the user journey for which we designed the feature, it starts from receiving the bill from the vendor, adding it to a batch, exporting the payments file and processing the batch.
Below is the user journey for which we designed the feature, it starts from receiving the bill from the vendor, adding it to a batch, exporting the payments file and processing the batch.
User journey for batch payment
Step 1 : Selecting Bills
Step 1 : Selecting Bills
Step 1 : Selecting Bills
Users create a batch by selecting the bills they would, in this screen they can filter the bills based on different properties like payment terms of the bills, due date and due amount. There is also provision to group the bills based on the vendor to facilitate quick selection of the bills.
Users create a batch by selecting the bills they would, in this screen they can filter the bills based on different properties like payment terms of the bills, due date and due amount. There is also provision to group the bills based on the vendor to facilitate quick selection of the bills.
Users create a batch by selecting the bills they would, in this screen they can filter the bills based on different properties like payment terms of the bills, due date and due amount. There is also provision to group the bills based on the vendor to facilitate quick selection of the bills.
Users create a batch by selecting the bills they would, in this screen they can filter the bills based on different properties like payment terms of the bills, due date and due amount. There is also provision to group the bills based on the vendor to facilitate quick selection of the bills.
Selection of bills for the batch
Selection of bills for the batch
In this screen, we also all the users to quickly apply the vendor credits that are available for each vendor. This will help them reduce the total payable amount to the vendor. We also have quick filters and group by options to help users sort out the bills they need.
They can also have a preview of the bill document incase they need to review it. This can be used whenever there is a very high value bill.
In this screen, we also all the users to quickly apply the vendor credits that are available for each vendor. This will help them reduce the total payable amount to the vendor. We also have quick filters and group by options to help users sort out the bills they need.
They can also have a preview of the bill document incase they need to review it. This can be used whenever there is a very high value bill.
In this screen, we also all the users to quickly apply the vendor credits that are available for each vendor. This will help them reduce the total payable amount to the vendor. We also have quick filters and group by options to help users sort out the bills they need.
They can also have a preview of the bill document incase they need to review it. This can be used whenever there is a very high value bill.
In this screen, we also all the users to quickly apply the vendor credits that are available for each vendor. This will help them reduce the total payable amount to the vendor. We also have quick filters and group by options to help users sort out the bills they need.
They can also have a preview of the bill document incase they need to review it. This can be used whenever there is a very high value bill.
Applying Credits
Applying Credits
Filters and Bill Preview
Filters and Bill Preview
Step 2 : Reviewing payments
Step 2 : Reviewing payments
Step 2 : Reviewing payments
In the second step, the users can review the payments that they have to pay based on the selected bills. You can select the bank account of the vendor to which you would like to make the payment.
They can also add a payment memo which will be added to the payment description when it is being processed by the bank.
In the second step, the users can review the payments that they have to pay based on the selected bills. You can select the bank account of the vendor to which you would like to make the payment.
They can also add a payment memo which will be added to the payment description when it is being processed by the bank.
In the second step, the users can review the payments that they have to pay based on the selected bills. You can select the bank account of the vendor to which you would like to make the payment.
They can also add a payment memo which will be added to the payment description when it is being processed by the bank.
In the second step, the users can review the payments that they have to pay based on the selected bills. You can select the bank account of the vendor to which you would like to make the payment.
They can also add a payment memo which will be added to the payment description when it is being processed by the bank.
Review payments
Review payments
Processing the batch
Processing the batch
Processing the batch
Once the batch is approved, the payment instruction file can be exported and uploaded to the bank's portal from where you can initiate the payment. Once the payment has been processed, you can mark the batch as processed and the respective bills will be marked as paid.
Once the batch is approved, the payment instruction file can be exported and uploaded to the bank's portal from where you can initiate the payment. Once the payment has been processed, you can mark the batch as processed and the respective bills will be marked as paid.
Once the batch is approved, the payment instruction file can be exported and uploaded to the bank's portal from where you can initiate the payment. Once the payment has been processed, you can mark the batch as processed and the respective bills will be marked as paid.
Once the batch is approved, the payment instruction file can be exported and uploaded to the bank's portal from where you can initiate the payment. Once the payment has been processed, you can mark the batch as processed and the respective bills will be marked as paid.
Processing Payments
Impact
Impact
Impact
We recently rolled it out and continuously monitoring the usage, we are expecting a major improvement in the speed and reduction in the overhead of the bill management.
We recently rolled it out and continuously monitoring the usage, we are expecting a major improvement in the speed and reduction in the overhead of the bill management.
We recently rolled it out and continuously monitoring the usage, we are expecting a major improvement in the speed and reduction in the overhead of the bill management.
We recently rolled it out and continuously monitoring the usage, we are expecting a major improvement in the speed and reduction in the overhead of the bill management.
Future improvements
Future improvements
Future improvements
We also have a lot improvements planned for the future like
Automatic scheduling of vendor batches, which will automatically create batches and add bills to them based on criteria.
Online payments, this will reduce the step of exporting for manual payment processing.
We also have a lot improvements planned for the future like
Automatic scheduling of vendor batches, which will automatically create batches and add bills to them based on criteria.
Online payments, this will reduce the step of exporting for manual payment processing.
We also have a lot improvements planned for the future like
Automatic scheduling of vendor batches, which will automatically create batches and add bills to them based on criteria.
Online payments, this will reduce the step of exporting for manual payment processing.
We also have a lot improvements planned for the future like
Automatic scheduling of vendor batches, which will automatically create batches and add bills to them based on criteria.
Online payments, this will reduce the step of exporting for manual payment processing.
Copyright © Aditya Rangaramanan