flag duplicate invoices in workflow
for invoices coming into fileSMART Workflow through fS Workflow Assist, there are sometimes duplicates sent through but it isn't until the workflow is approved and the accountant sees it in STRATA Master that it is flagged as a possible duplicate. The process could be streamlined if these potential duplicates were flagged in the fileSMART Workflow Invoice tab so that the strata manager is aware and can investigate and reject the invoice if necessary, instead of approving it.
The Lab
shared this idea
Hi Supporters
Thank you for your suggestion!
Your suggestion will now be shared with the File Smart Community for votes and comments.
-
Ben O'Neill
commented
Agreed. As soon as the invoice data is entered (and saved) into the Invoice tab in the workflow, a warning should be produced if a potential duplicate is being handled. This should be checked against entered/paid invoices in StrataMaster as well as any open workflows currently in FileSmart.
Warning us at the end of the line is "good", but the staff have already spent unnecessary time processing, checking and potentially approving the invoice when it could have been stopped earlier in the process.
-
Debbie Gawne
commented
Duplicates into Filesmart only get highlighted if in the same batch run. Would prefer the "Error message" be carried across to Strata Master as well