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:
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Check Request
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Sales Discount
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W-9 Request
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Strategic planning and financial analysis
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Payroll
This process can be downloaded and imported into your Nutrient Workflow instance. The downloadable .json file is at the bottom of THIS page.
Since graduating from Missouri State University (go Bears!), Toni has built her career in marketing. Outside of work, she loves going to concerts and spending quality time with friends, family, and her cats.
