How to Create & Send RFI (Request for Invoice) Links?
When you are dealing with multiple vendors, it can often be difficult to streamline the invoicing process. Different vendors use different types of Invoice formats and often miss important details that cause a lot of back and forth.
RFI links can help you solve this. While creating an RFI link, you can define the columns and fields that an invoice must have. So, when all your vendors use the same RFI links to create Invoices, it helps you ensure that all your Vendor Invoices have the required dFew readersHow to Create & Manage Expenditure Approval Workflows?
If you are dealing with a large number of Purchases regularly, you can simplify the approval process by setting up Expenditure Approval Workflows.
With this, different team members can process, review, and approve expenditures at various stages with ease.
Let’s see how:
Creating A Workflow
To create a new workflow, go to Sidebar Workflows Expenditure Workflows Click “Create New Workflow”:
(https://storage.crisp.chat/users/helpdesk/website/-/a/b/8/8/ab884d8153100800/1fslmwgnju9rvrFew readersVendor Management: Capturing Vendor Leads, Creating Approval Workflows, Managing Vendor Onboarding, and Verifying Vendor Bank/PAN Details
If you are dealing with multiple vendors regularly, managing their approval process can be challenging.
Scattered communication across email threads and WhatsApp messages, involvement of multiple team members from different departments, and continuous back-and-forth make it hard to manage and keep track of things.
Setting up vendor lead onboarding workflows on Refrens helps you solve this.
For your understanding, let’s say you are a large sports media company that outsources lots of contentFew readers
