Purchasing and suppliers
Create and remind about the task of paying a supplier invoice
When a supplier invoice is validated, opens the task to schedule its payment. Three days later it reminds finance to review that task; it does not run transfers or record accounting payments.
At a glance
Link to this section: At a glance| Property | Value |
|---|---|
| Category | Purchasing and suppliers |
| Starts with | Supplier invoice validated |
| Integrations used | Slack |
| Steps | 5 |
The template builds these steps; open each one to see how it is configured.
| # | Step | Description | Branch |
|---|---|---|---|
| 1 | Create task | Open the payment scheduling | |
| 2 | Adjust date | Calculate the reminder day | |
| 3 | Wait until | Wait three days | |
| 4 | Post a message | Remind finance | |
| 5 | Internal notification | Notify the team |
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