Use Case of The Week: General Finance Department Request
By Toni Buffa | Published January 5, 2022
Your finance department doesn't have time to be bogged down by back and forth emails where a request is handled via multiple interdepartmental emails. We've set up a simple request form to gather information to process before selecting the best finance staffer to handle it. We've included the ability to send a request back for more information if needed. You can read more about this process and routing based on skills here.
- Capital Expenditures
- Check Request
- Sales Discount
- W-9 Request
- Strategic planning and financial analysis
This process can be downloaded and imported into your Integrify instance. The downloadable .json file is at the bottom of THIS page.
Toni is a member of the Integrify marketing team and writes for the Integrify blog. Toni lives in Colorado and loves animals of all stripes.