Move completed restock tasks into expense queue and reopen
Move completed restock tasks into expense queue and reopen
Operations coordinators lose completed restock tasks, so expense items get overlooked. This moves them to the add-to-expenses queue and reopens for finance to process.
Overview
Completed restock tasks falling off project boards create unpredictable handoffs between operations and finance. This workflow places every restock into the add-to-expenses queue and reopens it for follow-up, eliminating overlooked expense items and creating predictable processing. Teams report faster handoffs and fewer missed expense entries.
Notable Features
- Place completed restocks into expenses
- Reopen tasks for finance follow ups
- Notify finance of queued items