Weekly review of outstanding payments
Every Monday morning, the finance team gets the reminder and the task to review unpaid invoices.
- ScheduledEvery MondayDone
- EmailReminderDone
- TaskTaskDone
The problem
The payment review depends on someone remembering, and unpaid invoices grow while nobody looks.
The result
The review happens every week at the same time, with an owner and a task.
Estimate
0.7 hours of manual work per month: 10 min per case × 4 cases a month. Your dashboard measures the real runs.
How it works
- Every Monday at the chosen time (Madrid time) it starts.
- Finance receives the reminder by email.
- A “Review outstanding payments” task is created for that week.
What you need
- Engrana scheduler
- Engrana tasks
- Finance email
- Time (Madrid)
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