Identity Management Day 2026 — Simple Guide & Practical Steps

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  Identity Management Day 2026 (April 14) reminds organizations that identities — for people, devices, apps, and services — are the primary control for protecting systems and data. Launched in 2021 by the Identity Defined Security Alliance (IDSA) with the National Cybersecurity Alliance, the day promotes practical actions to secure all digital identities. Why this matters now Identities   are   the   keys   to   access. Hybrid   work,   cloud   services,   and   billions   of   connected   devices   increase   the   attack   surface. Poorly   managed   identities   are   a   top   cause   of   breaches   and   regulatory   risk. Good   identity   management   reduces   damage   if   an   account   is   compromised. Simple core elements Authentic...

Automate the schedule of AR invoices and statements using the Plex ERP Document Delivery module.



Manual invoicing and emailing of customer statements can be a time-consuming and resource-intensive process. According to a study by Skynova, most businesses handle up to 500 invoices each month and spend at least five days processing invoices . 

The same study also found that 57% of invoice data is entered manually and 49% of businesses require two to three people to approve an invoice. These manual processes can lead to delays in payment and inefficiencies in the accounting process.

Invoicing automation can help reduce the time and resources spent on manual invoicing. According to Skynova,Only about half of invoices (52%) are received electronically. The rest are paper invoices that need to be physically sorted, entered, and filed, adding additional steps to the invoice process.

The following module in Plex manufacturing allows automatically delivery AR invoices and customer statements via email which can lead to improvement and reduce of the waste of resources associated by manually emailing those documents to the customers.

Scheduling document deliveries: A feature that allows users to automatically send email with AR invoices and customer statements attached, based on predefined rules and schedules.

The configuration of the documents, rules and schedules are done using the following screens:

Delivery Schedule Rules (1): The rules that define the filtering criteria, email formatting, and attachment grouping for each type of document.

Delivery Contacts and Activation (2): The settings that specify the recipients of the scheduled delivery for each document type.

Email Notification Manager (3): The templates that compose the email layout, using tokens for customization/

Recurring Schedules (4): The schedules that define the frequency and timing of the deliveries for each document type.








Automating the delivery of invoices and statements can help reduce the time and resources spent on submitting those documents to the customer. Other benefits may include reducing delays created by lost invoices and improving payment cycles.




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