Michael & Jonathan, CFR Rinkens
Assigning a purchasing order to a teammate involves forwards and CCs - not the best way to create accountability. Processes often get delayed.
Every time two people have to work together on reconciling a bank statement, they keep exchanging emails and things become confusing quickly.
Expense reimbursement requests often remain unattended for long because nobody on the team is sure who has to start working on them.
Assign purchase orders to your teammates in just two clicks from Gmail (no forwarding). Every order gets a clear owner and a status. Nothing will ever fall through the cracks again.
You can automate recurring payments based on conditions. For example, every email with ‘invoice’ in the subject line gets assigned to your accountant Sarah.
Automate emails with ‘reimbursement’ in the subject line to be tagged with ‘priority’ and assigned to Mike. Via Notes, your team discusses requests without having to write emails.
Tags come in handy when you want to organize your receivables by your vendors. You can even have Tags added automatically based on the email address they come from. Viewing all shared inbox emails with a Tag is a breeze.
With Notes, you can see the series of actions related to billing emails - all in your Gmail right panel. No more struggling through long email threads.
manage all payroll requests from one unified place
never delay a payment to your suppliers
see that all your invoices are paid on time
have your team work together on billing requests
create accountability and manage taxation emails promptly