Companies are always looking to find ways to achieve increased productivity, efficiency and effectiveness, with reduced costs. By using the COINS Workflow tool for Invoice Query Management, your business can automate an essential but routine process.

Workflow can be designed to provide a paperless, detailed, electronic tracking of an invoice from issue to approval. With a Workflow solution, it is possible to enforce a standardised process for the Invoice Query Management yet allow for ultimate flexibility in design as client business processes demand. Once a Workflow is launched, tasks are directed to users’ Activity Workbenches, based on a bespoke hold code routing and business criteria. Workflow can automatically perform functions that are as simple as sending an email or launching a report; or as complicated as controlling standard COINS processes such as amending invoices.

An on-demand audit trail of the history of the invoice query is available through the workflow link attached to the invoice so the status of the query is transparent to users throughout the business. Workflow can send emails to any COINS user, group of users and even non-COINS contacts at suppliers. The email trail and any correspondence can automatically be stored against the invoice in the Document Management link.