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Inquiry: Automated Receivables Process on Project Closure

in Project Management

Hi Community,

PFB details-

User Story Title:
Automated Receivables Process on Project Closure

User Story Description:
As a Finance Specialist, I want a system that can automatically initiate the receivables process, including invoice generation and dispatch, account updates, and payment tracking, once the project gets closed. This is to ensure all receivables are processed accurately and in a timely manner, reducing manual intervention and potential errors.

User Story Acceptance Criteria:
The transfer invoices to receivables, import auto invoice, and confirm invoice acceptance in receivables jobs are scheduled to run at regular intervals.

Could you please let me know if such functionality already exists within our current systems, or if it’s possible to explore designing and implementing it? If any teams have experience with a similar automated process, I would appreciate your insights or a demonstration of how it works in practice.

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