Create AP tasks and emails from reimbursement forms

Your reimbursement forms don't create payable tasks, causing approval delays and missed vendor payments for events. It creates AP tasks and emails requesters so payments move forward the same day.

Create AP tasks and emails from reimbursement forms

Overview

When reimbursement requests come in by form your AP staff wastes time creating tasks and chasing approvals; this workflow converts each submission into prioritized AP work and notifies the requester. That means fewer manual steps and payments progressing the same day so event finance and operations have clear status.

Create AP tasks and emails from reimbursement forms