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)
You could have one common bucket where all tasks/invoice arrive. And you can have each team pick their own invoice or have someone do the dispatch. Assigning an invoice to a team would mean multi-homing it into this team invoice project. So each invoice would live in the common project and into its responsible team. You can add a status custom field in the common bucket (To Do, Ongoing, Done), and you can have a report for yourself to see the list of invoices that have not been taken for example.
Would that make sense?
Hi Holly, my firm is looking into using Asana for accounting purposes and I was wondering if you’d be willing to answer a few questions to help us make a final decision. If you’re interested, please let me know and we can connect via email. Thank you in advance!
Hey David – not sure how helpful I can be given that we’re still not using Asana from an accounting perspective, but rather only for baseline project management within the free platform. Nevertheless, I’m still happy to answer any questions if I can be of help.
@Bastien_Siebman I have been tasked with researching the pros and cons of using Asana for invoice approvals. What would that entail and are there any recommended templates or work flows? I have been searching for others using Asana in this way and this is the closest I came to a match. Am I barking up the wrong tree?
@anon19919045 you could use Approval tasks, or set up a custom field of type dropdown with approval status (approved, rejected, to approve). Asana seems like a good tool for this. Let me know if you need to know more.
@Bastien_Siebman Is there a tutorial online that walks through invoicing from start to finish maybe? Are there other users that have been using Asan in this manner that have input on the pros/cons or tips/templates?
You can search the official Asana Guide for Approval tasks and custom fields.
You can also have a call with a consultant (myself for example) to discuss your need.
Maybe others in the community can help further but sharing more details!