Use Case of The Week: General Finance Department Request
By Toni Buffa Posted 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.
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