Construction office manager: centralize received POs for billing
Construction office manager: centralize received POs for billing
Office managers lose PO files when receiving cards sit completed, risking invoicing delays and audit issues. Move PO files to a central Received POs folder on card completion so accounting can invoice promptly and audits stay organized.
Overview
Missing PO files stall invoicing and expose small construction firms to audit risk. This workflow moves completed receiving PO files into a central Received POs folder and notifies office managers and accounting, ensuring invoices proceed and audit records remain complete. Managers get clearer records and fewer missing POs during billing and audits.
Notable Features
- Move completed PO files to folder
- Notify office manager and accounting
- Keep Received POs organized for audits