I’m looking for input on best practices and/or someone who has successfully set up a great flow for daily tasks.
Our agency handles invoicing on behalf of our clients and these invoices come in bulk from a variety of sources on a daily basis. When received, they are distributed to a larger team and need to be approved by various team members depending on who handles what client. As of late, invoices are falling through the cracks which are causing us to issue payments late. We need a way to easily distribute and assign these tasks on a daily basis to the team and I ( as the manager) need a way to see that these tasks are getting done so that we can be timely with our payments. Thoughts? (I hope that’s enough detail)