Ensure finance teams receive purchase order refs immediately
Ensure finance teams receive purchase order refs immediately
Finance teams miss PO refs when job logger forms go unread, delaying bookings and invoices. The workflow emails subcontractors on submission so finance gets PO refs and invoicing proceeds.
Overview
Missing purchase order references stalls invoicing and creates audit gaps for finance teams. This workflow routes job logger submissions into email requests to subcontractors and logs PO requests in your accounting system, eliminating manual chase. Finance gets cleaner handoffs, zero missed PO follow-ups, and auditable records for billing.
Notable Features
- Email subcontractors on submission
- Attach PO reference to notifications
- Populate invoicing system with PO refs