For COOs: Ensure invoice requests are assigned and tracked

Information services COOs miss invoice requests in forms, risking fulfillment and reconciliation. Create tasks per submission, notify ops and accounts, and start reconciliation so requests are claimed.

Overview

Invoice requests lost in forms create fulfillment gaps and reconciliation headaches for information services COOs. Turning every submission into an assigned task with an invoice draft and stakeholder notifications removes manual handoffs, keeps ops and accounts aligned, and ensures requests are claimed and reconciled.

Notable Features

Create task from each submission
Notify ops and accounts instantly
Attach invoice draft to task