Yooz | Success Story The Wisley Golf Club

The Wisley Golf changes its manual invoice process for Yooz and saves 2 days a week in invoice management

The Wisley Golf Club is a private members club, with 700 members, based in Surrey. Around 120 people are working at the club, managing the golf courses maintenance, working at the restaurant, running the retail shop, and organising the golf activities and competitions. The Wisley Golf Cluby subscribed to Yooz in 2020.

The Wisley Golf ‘s activities have risen significantly over the past few years alongside with the number of invoices and transactions. Therefore, the manual accounting process was no longer sustainable.

Their manual accounting process was relying on one single person who was about to retire. It was time for a change!

Mr. Richard Goodley, Chief Finance Officer, started looking for a solution that could be easily used by the whole team and facilitate the accounting tasks for all. The goal was to free the various team members from the amount of paper generated by the copies of invoices and from the manual and time-consuming processes they were dealing with.

After conducting an extensive benchmark, Mr. Goodley chose Yooz as their AP automation solution because it was the only solution that ticked all the boxes:

Powerful AI and OCR technology
Intuitive and easy to use
Fast to set up: the whole project took only 4 weeks to be up and running

An easy and fast implementation

Within 2 sessions of online training with their dedicated Yooz expert, the teams were entirely ready to use the AP automation solution. The club named a “Yooz champion” in each team to be the reference, help other team members, and collaborate with Yooz to set up the right workflows.

With 6 departments and 10 different validations ballots, the club needed to adapt the processes to the individuals using them. With its validation routes, Yooz gave them the opportunity to tailor the processes as they wished.

Simple for the team and more efficient for the suppliers

Invoices can be sent by email from the supplier to a special email address, or directly collected on suppliers' portals by Yooz. They are then automatically processed, allowing fast approval and payment to their suppliers.

Invoices process

Benefits not only for AP staff but for all the teams

Mr. Goodley highlights the fact that advantages are not only for the accounting team but are shared by all employees. They notably report the following benefits:

Reporting: all invoices are saved in one place so that anyone can research it very easily and create bespoke dynamic reports
Transparency: all teams can monitor where their invoices are in the validation process thanks to the workflows.
No more human errors or duplicates.
Time savings: since they implemented Yooz, the accounting team saved almost 2 days a week in invoices management!
Audit: auditors only need a login to have access to all invoices. No need to archive anymore!

Mr. Goodley feels that Yooz has really modernised their accounting processes, easing the work for all teams. It’s an additional argument for recruiting a new generation of AP staff and offering them the opportunity to focus on value-added tasks.

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The Wisley Golf Club

The Wisley Golf changes its manual invoice process for Yooz and saves 2 days a week in invoice management

An easy and fast implementation

Simple for the team and more efficient for the suppliers

Benefits not only for AP staff but for all the teams

More resources for you

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