Idea needs votes! Reporting on invoice review status
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07-27-2023 07:00 AM
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
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07-28-2023 11:23 AM
I love this idea! You got my vote!
Miranda Hufford, Office Administrator @ Red Barn Service, LLC
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07-27-2023 10:52 AM
I voted!
Bill Joplin's Air Conditioning & Heating
