New task associations, reopening requests created by messengers, and other July updates

This past month, we updated tools that have been a hit with Pyrus users for a long time.

1. Now you can check how tasks are associated. There are two ways to link tasks in Pyrus. The first is to divide one big task into several smaller ones to track their progress. The second is to post a link to the task in a comment on another task. Read more

Using Zapier to sync with hundreds of web applications, subfolders for forms, and amoCRM integration

Pyrus has integrated with Zapier, a web service that makes two apps work together easily. You select the application for Pyrus to interact with and set terms for this interaction.

When a trigger event happens in the system, Pyrus automatically fills out the request form.
Zapier supports more than 1,500 applications, so you can configure all kinds of integrations with Pyrus (using zaps) for easily transferring critical business data from one application to another. The main thing is that you do not have to wait for Pyrus’s direct integration to work with the app you need. Read more

Introducing The New Pyrus Icon

If you install updates regularly, you probably already saw a yellow pear on your phone and computer screens. This is our new Pyrus icon.

We’re often asked: «What is Pyrus?» We always answer that it’s a universal platform for business process automation. Beyond that, «pyrus» is Latin word that refers to the genus of the pear tree. Read more

New tools for working with tasks and Jira integration

New Pyrus features for March: splitting tasks into steps, following tasks, planning the day, and creating Jira tickets for developers within Pyrus with a single click.

Using Pyrus to create Jira tickets for developers

To resolve a client’s request, a support manager will sometimes need help from developers. If your development team uses Jira, you can use Pyrus’s Jira integration to collaborate more closely and resolve incidents more quickly. Support managers can create tickets for developers with a single click in Pyrus, and they can monitor any status changes just as easily. Read more

Templates for recurring payments and other February updates

New Pyrus features for February: creating and blocking dates in the Members report, opening an attached file in a new tab, and asking for a new decision in a task.

Recurring forms for regular events

Dates are known in advance for tasks like regular payments. Now you can make those forms recur regularly, and Pyrus will do the rest. Just fill in the form fields and make it recurrent. The form will automatically be created at the scheduled time and sent for approval. Read more

Using multiple Pyrus accounts on Android

We support up to 5 accounts in one app. Check out our other updates!

Working with multiple accounts on Android

The Pyrus mobile app on Android can manage up to five accounts at once. If you work with several organizations or use different accounts for work and personal tasks, you can seamlessly switch between them.

We also added a new gesture: if you long tap on a task title, it will copy the link. Read more

How to edit a catalog without affecting the workflow

Sometimes you need to update a catalog that’s being used in a workflow. Suppose your company has opened new offices or your analyst want to change the title of a Feedback column to Comments. Let’s learn how to edit a catalog so that changes to it don’t break your workflow. Read more

Dashboard tweaks, register customization, and a new organization chart

Our December update covers one-click approval, joining an organization in Pyrus, searching tasks by assignee, and more.

Reports you need

Different specialists need different data in reports on the same form. In the Help desk form, for example, a support manager checks the time of first response and the time of overdue tickets, and a project manager wants to find out what problems clients are usually reporting. Read more

New approval buttons in the forms

In November, along with monthly updates our team was working to make task approval easier. The feedback from our clients who use Pyrus workflows was very helpful.

The new approval interface will be released in mid-December. Let’s see what’s new.

 
1. Previously, you had to select Approve, Acknowledge, or Reject, then click Send. Now you can approve a request with one click. Additional options are now available in a drop-down menu. Read more

Upgraded Form field and tasks approval

New Pyrus features for November: fill out forms, process similar tickets, view form statistics on the dashboard, route tasks by author, supervise the work of a new employee, and more.

Approving tasks

Now you can approve tasks in the new Pyrus interface. Use one of the following statuses Approve, Acknowledge, or Disagree. Read more

Manage service tickets with our new Facebook integration

Monthly updates: Pyrus now works with Facebook Messenger, Gmail, Google Docs, and Active Directory.

Integrating your Facebook group with Pyrus

If your business has a group on Facebook, you can incorporate it with your service ticket flow in Pyrus. When a client sends a request via Facebook, the request appears in Pyrus. When your support team responds, the client receives the response on Facebook Messenger.
How to integrate your Facebook group into your service ticket form Read more

Don’t Do These 13 Things If You Want Your Business Process Automation To Be Successful

Business process automation

Business process automation (BPA) is a strategy that can yield tremendous results when implemented correctly. But despite the fact that many automation software providers have made their products easy to set up, some businesses are still getting it wrong.

How should you approach business process automation? What should you do and what should you not do? Who should be involved and why? If you find yourself asking any of these questions, read on. We’ve got you covered. Read more

How To Keep Negativity Out Of Your Mind And, In Turn, The Workplace

busy person pyrus

You are your biggest critic. A positive mind can lead to a positive life, but it can be difficult keeping negative thoughts at bay. They stay there in the back of your mind, and all it takes is one little crack and they’re in. These can effect your personal life, as well as your professional career. Read more

How To Grow Your Small Or Medium-Sized Business With Workflow Automation Technology

How to Grow Your Business

As a business owner in today’s competitive world,  it’s crucial that you implement strategies that can help your business grow and stand out from the crowd. Otherwise, you’ll be left behind.

One such strategy — and pretty much an effective one at that — is workflow automation. Workflow automation technology offers many benefits, including being able to give your small or medium-sized business (SMB) a competitive advantage, setting it up for expansion. Read more

15 Tips For More Efficient Accounts Payable Workflow Management

Workflow management

Your accounts payable department is responsible for vendor invoice processing, approval, and payment. Within these functions, there are several different workflows, and to manage these workflows effectively, you need to be equipped with practical ideas. This guide contains some nuggets of wisdom to help you manage your accounts payable workflows for better performance, increased operational efficiency, and a better bottom line. Read more

Going Paperless: The Smart Guide to Cloud Storage

Cloud Storage

Did you know that paperwork is a major productivity killer in the workplace? Not only can it sabotage your efficiency, it’s even expensive to manage. Yet studies reveal that the average American office worker uses about 10,000 sheets of paper per year. This is an alarming figure, considering the availability of advanced technology in today’s world. It seems like things are particularly designed to help businesses go paperless. Read more

What Is Business Process Management And How Can It Help Your Business?

Business process management

There is a lot of noise in the technology world, and this noise can make things confusing. It’s especially true for the non-geeks, who would prefer to focus on their business and just take advantage of technology to move their work forward.

You’ve likely heard  such terms as “BPM,” “workflow automation,” and so on, whether it was on the Internet at large or here on the Pyrus blog. Read more

3 Types Of Friends Successful People Surround Themselves With

friends in plaid

It’s safe to say that most of us have friends, and not all friendships need to be beneficial past the point of enjoying each other’s company, but the people you surround yourself with can have a huge impact on your life, both personal and professional. This can be in a positive or negative way,  the key is realizing early on if this person will help lift you up and make you a better person or bring you down and cause stagnation. Read more

Is This The Secret to Seamless Invoice Matching?

Invoice matching

“Accounts payable invoice matching” refers to the comparison of prices, quantities, terms, and other relevant information appearing on an invoice with the information on the purchase order (PO), the goods received note (GRN), and the acceptance or inspection documents. It is usually performed for goods and services ordered through a PO, and is one of the basic steps in invoice processing, necessary for an invoice to be deemed eligible for payment. Read more

The 10 Best Practices In Accounts Payable Automation

Best Practices

In automating your accounts payable processes, which steps can you take to make sure you get the best returns on your investment? What are the most effective strategies that will help your team get the most out of the automation tool you choose? What are the best practices to follow in implementing and using it? Read more

A More Efficient Way to Manage  Your Accounts Payable Documents

Document management

Accounts payable is particularly a document-heavy department. Whether you’re dealing with vendors or upper management, there are usually tons of documents to process and approve, like vendor invoices, reports, purchase orders, and so on.

To work efficiently, you need to be able to manage these documents well. Otherwise you’ll be faced with a business process that holds you back instead of propelling you forward. Read more

4 Tips To Improve Your Email Etiquette

office life pyrus

It’s probably not something you often think about, you do so many of them and so often that it just becomes second nature and rattling them off becomes like breathing. We’re talking about emails. If you’re in an office setting or work in PR or run a startup, chances are you spend a good amount of your day staring at your inbox or composing emails out. We’ve done them for so long and for so often, that we have the tendency to forget that there is actual etiquette that we should be following when sending out emails to all but our closest friends and colleagues. Read more

How To Save Your Accounts Payable Team From Late Payments Once And For All

Late Payments

Your organization’s accounts payable (AP) operations can have considerable impact on your overall success. This means you should follow modern business practices in order to make a mark and stay ahead.

One such practice is to pay your vendors accurately and on time. Late payments can result in a number of problems, including: Read more

The Shocking Truth About Manual Invoice Processing

Invoice processing

Are you still dependent upon a manual system to process your vendor invoices? If so, not only does it mean your system is obsolete, but you’re simultaneously putting yourself and your business in a disadvantaged position.

Here’s the truth about manual invoice processing: this outdated methodology has been found to have over 101 weaknesses, and all of them contribute to a shockingly poor invoice processing experience. Chances are that if you’re still processing your vendor invoices manually, you are encountering these classic problems and harming your productivity. Below are some of the drawbacks associated with manual invoice processing techniques, an explanation of how such techniques have been undermining your accounts payable (AP) processes, and why you need to ditch them ASAP. Read more

Track These 9 Accounts Payable Metrics To Optimize Your Invoice Processing

Accounts payable metrics

In automating your accounts payable (AP) processes, it’s essential that you track some key metrics. In this post, we’ll explain why this is important, which accounts payable metrics to track, and how to use each one to improve your invoice processing system.

In the end, you should be able to to straighten out your AP workflows and optimize your invoice processes considerably. Let’s get to it. Read more

3 Things To Consider Before Launching Your Startup

startup main

Launching your startup is an exciting time, but it is not the time to rush to launch without thoroughly prepping. Yes, you’ve been working day and night getting your product or brand ready for its launch, but not properly preparing your business plan and other business essentials before launch could set you behind before even starting. Read more

7 Common Misconceptions About Workflow Automation

Accounts payable automation

There’s been a lot of talk lately about the power of workflow automation and what it can do for a business. However, some companies are reluctant to embrace this phenomenon.

Why would an innovative organization in the 21st century ignore a concept that’s easy to implement and yields tangible advantages? The answer has to do with common misconceptions and myths that have arisen over time. Read more

10 Ways Workflow Automation Cuts Invoice Processing Costs

Invoice processing

Have you ever wished you could cut back on your invoice processing costs without sacrificing efficiency and work quality? A study carried out in the United States showed that an average company spends as much as $25 pushing one invoice through a paper-based system. At the same time, half of all companies  take between five and 15 days to process a single invoice when they do so manually. Read more