Idea needs votes! Reporting on invoice review status

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4336

I want to be able to schedule a report that will give my department heads a poke that they have invoices that have not been reviewed in transaction hub. Please add this as a KPI on that dataset. Right now I'm just sending an unexported invoices report, but if they do a batch of reviewing between the last time exporting happens and the report going out, they are getting a bunch of already reviewed invoices on their report!

 


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
2 REPLIES 2

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I love this idea! You got my vote!


Miranda Hufford, Office Administrator @ Red Barn Service, LLC

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I voted!

Randi Thompson
Bill Joplin's Air Conditioning & Heating