Today: everything that needs you, in one list
One page for what the back office needs from a person: what's one click, what's yours to decide, and what Autopilot already did.
2 min readUpdated
Today gathers what would otherwise mean checking ten screens: credits to apply, reminders that have come due, orders to check, bills to approve, documents to record, shipments running late. Each line says what it is and why, with the figures.
One click, or yours to decide
- One click: there's a safe next step, and the button takes it. Apply a credit to the invoice it was issued for, apply money on account, write off a few dollars left after a payment, send the reminder that has come due.
- To decide: a person has to look. Open takes you to the right screen: the orders waiting for approval, the dispute that has sat for two weeks, the bills due this week.
You only see what your role can act on. Someone who approves bills sees the bills; someone in Finance sees money in.
Not now
Click the clock on a line to set it aside until tomorrow, for a week or for a month. It leaves the list (and Autopilot leaves it alone) until then. Set aside, at the bottom, brings it back early.
Done for you
When Autopilot is on, the steps it took by itself are listed under Done for you, run by run. Each one is also on its own record in the audit trail, with the rule it acted under.
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- Getting startedAutopilot: let thruflow take the routine stepsChoose which routine steps thruflow takes by itself, up to what amount, and get a morning brief of what it did and what needs you.
- Invoicing & getting paidRecord payments, including part paymentsRecord a payment against one invoice or spread one across many, with credit notes, early-pay discounts and short payments handled.
- Invoicing & getting paidReminders and statementsNudge a customer about an overdue invoice, or send their whole account in one click.
Still stuck?
Write to us and a person who knows thruflow will answer. Say what you were doing and what you saw.