Use Case of The Week: General Finance Department Request

Your finance department doesn’t have time to be bogged down by back and forth emails where a request is handled via multiple interdepartmental emails. We’ve set up a simple request form to gather information to process before selecting the best finance staffer to handle it. We’ve included the ability to send a request back for more information if needed. You can read more about this process and routing based on skills here.

Form:

Process:

Common Requests:

• Capital Expenditures 

• Check Request

• Sales Discount

• W-9 Request

• Strategic planning and financial analysis

• Reimbursements 

• Payroll 

This process can be downloaded  and imported into your Nutrient Workflow instance. The downloadable .json file is at the bottom of THIS page.