Keep managing directors informed when bills are scanned
Keep managing directors informed when bills are scanned
Managing directors lose visibility when scanned bills go unread, causing approval delays and missed vendor follow-ups. Alerts notify site managers and leadership so approvals and follow-up begin quickly.
Overview
Unread scanned bills create approval bottlenecks and risk missed vendor follow-ups for private firms. This workflow routes each new bill to site managers and leadership and logs it in accounting, so approvals start quickly and manual chasing stops.
Notable Features
- Notify site managers and leadership
- Create bill record in finance inbox
- Flag urgent bills for approvals