Send accounting access request and update board status
Send accounting access request and update board status
When a location flags accounting access on your board, staff can't finish bookkeeping setup and invoices get delayed. It sends the request email and updates the item so billing can act same day.
Overview
When locations flag accounting access, billing often spends time chasing credentials and setup details. This flow sends the access request email and marks the board item so billing and ops can finish setup same day, reducing manual follow-up.