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.
Form:
Process:
Common Requests:
- Capital Expenditures
- Check Request
- Sales Discount
- W-9 Request
- Strategic planning and financial analysis
- Reimbursements
- Payroll
This process can be downloaded and imported into your Integrify instance. The downloadable .json file is at the bottom of THIS page.
Categories
Department Focus Industry Focus
Toni Buffa
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.