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Waiting for your approval

  • Bookkeeping agentSeptember payment reminders4 min ago

    Send 12 payment reminders to customers

    Why. The invoices are more than 14 days overdue, €18,420 in total.

    Medium risk
  • Sales agentFollow up on quotes12 min ago

    Change the discount for Feldmann Architekten

    Why. Paul Feldmann asked for a quote below €20,000.

    What changes

    Discount
    Before5%After9%
    Quote total
    Before€21,380After€20,480
    High risk
  • Support agentSort tickets20 min ago

    Assign 8 tickets to the billing team

    Why. All eight ask for a copy of an invoice.

    Low risk
  • Support agentSort tickets20 min ago

    Tag 8 tickets with “Invoice”

    Why. So the monthly report counts them correctly.

    What changes

    Tags
    AfterInvoice
    Low risk