So far in our series, we have looked at File Linking, Web Suite Mobile and Agent Workflow Automation and how they help optimize processes and eliminate overhead. In this post we look at instant notification when time and expenses are submitted for review.
Automatic Email for Submitted Time & Expenses
With increasing time pressures and the same number (or fewer) people handling more tasks, managers need to leverage their time — whether they are in or out of the office. Rather than needing to remember to check for submitted time and expenses on the Company Navigator or Reminder screens, managers can be proactively notified when items are submitted. Email notification also helps companies that want to convert time and expenses into invoices to maintain a fast cash turnover.
To activate this feature, log in as the reviewer then go to the User Preference screen. Check the box for ‘Email me when Time or Expenses are Submitted to me”. Then when your “email received” indicator flashes, you can immediately click into BillQuick or Web Suite — in the office or on the road — and review, reject and approve items. Or you might accumulate these emails in a single email folder, then check them and review items before shutting down for the day.
Tell us how are you using this feature. Comment below.