The customer for this project has one set of people enter all AR receipts into the system, and another person who can decide which receipt gets applied to which invoice. The problem is, there are a LOT of receipts, so the process of applying them correctly takes several days, so I created a custom process for them to auto-apply receipts to invoices. here is how it looks.
Sometimes, its the small things that make a huge impact. Here is what the customer had to say:
I wanted to thank everyone for this Auto Apply process. I used it on our August Month End and it worked beautifully! What used to be a 3 day process for me was completed in minutes! I just wanted yall to know how much I truly appreciate everyone for their part in making this possible.
From 3 days to a few minutes. Seems like money well spent!