Payment Reconciliation
Hi
I need some help please. I am looking for a platform which can do the following tasks
1. Our invoicing staff get confirmation from customers that payment through bank payment has been made. The invoicing staff need to send this request to our accounting dept to check the bank statement to confirm that payment has been received. Then they need to inform the invoicing staff that this payment is received and delivery can be release. Need a way that these requests/information can be communicated to each others in a process format.
2. Similar, our invoicing staff get refund from customers, which need to be sent to accountant to be processed. and once done, the accountant need to give the refunds reference details to the invoicing staff.
3. We get request for irregular expenses, quotation for repairs of vehicle, building maintenance etc, looking for a platform, where quotation can be uploaded with suppliers payment details, then approved by the manager, then sent to the accountant for processing, and then forwarded to the person making the request so he can get the products.
Would be grateful if someone could give an idea how the above processes can be done in zoho and which app and a brief details how please.
Regards
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