Help operations managers route vendor invoices to jobs

Operations managers miss job chargebacks when invoices arrive in one inbox. Forward invoices to the right ops person with attachments, so coding and processing begin promptly.

Overview

Vendor invoices lost in a shared inbox cause coding errors and missed job chargebacks. This workflow routes invoices and attachments straight to the right operations person and flags missing job info, delivering cleaner billing records and dramatically fewer missed follow-ups.

Notable Features

Route invoices to assigned staff
Include original invoice attachments
Flag invoices missing job info