For wholesale owners: flag credit memos for quick review

Wholesale owners miss credit memos hidden in vendor invoices, causing reconciliation gaps. Email alerts notify owner and approvers so exceptions are reviewed and reconciliations stay accurate.

Overview

Missed credit memos create reconciliation gaps that expose wholesale owners to payment mistakes and audit headaches. This workflow routes flagged credit memos to the owner and approvers for prompt review, keeping exceptions visible and books accurate.

Notable Features

Notify owner and approvers instantly
Attach invoice snapshot to emails
Flag exceptions for quick review