Workflow to Notify or Alert someone before closing a job out from the Office
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03-20-2024 07:47 AM
Hi All!
I'm looking for a creative way to have my admins get an alert or something that stops them from batching an invoice if there is still an open PO. We have a checklist but looking for something a bit more "loud".
Thanks in advance!
- Labels:
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Batching Process
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Details - Invoicing
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03-20-2024 09:45 AM
Thanks @MirandaMel That's what I was afraid of lol
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03-20-2024 09:01 AM
We have this issue, too. For us, batching isn't the issue...posting is. We have a group message go out before the batch gets posted to ensure everyone has taken care of their tasks on it. Other than that, we haven't found any type of alert.
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