How Do I Notify Managers When Invoices Are Submitted?

Reviewers and managers need to leverage their time, whether they are in or out of the office. Rather than remembering to check for submitted invoices on the Dashboard, BillQuick Online can notify managers proactively by email when someone submits invoices for their approval.

The Workflow event tracking system allows you to track the flow path of the entire submit-approve process and take the desired action on events. It gives you the status of all submitted invoices –all in one screen. From here, reviewers and managers can check the details of the event, action taken and status. Besides the submitted and approved items, you can reference the rejected, forwarded and unsubmitted items from this screen.

To notify a manager:

1. Log in to BillQuick Online as a reviewer and open the Preferences screen.
2. Move to the More tab and check Notify me when Invoices are sent to me for Approval.
3. When your ‘email received’ indicator flashes, you can immediately log into BillQuick Online — in the office or on the road — and review, reject or approve submitted invoices.