ActgBot Controls
Triggers
Invoicing
Send | Ability to draft, send and/or download based on completed sales contract. |
Pre-approve | Draft and/ or pre-approve invoice for final approval & send off. |
Draft (most limited) | Draft invoice to initiate 2 step-approval process. |
Team
Grow
Add | Initiate payroll onboarding process. |
Increase payments | Ability to increase team members pay. |
Add payment | One-off payments to team members. |
Shrink
ROE | Initiate issuance of Record of Employment and stop payments. |
Reduce payments | Ability to reduce team members pay. |
Retrieve payment | One-off retrieval of payroll errors. |
Sales Contracts
Send | Authority to draft, send and/or download company sales contracts. |
Approve | Draft and/ or pre-approve sales contracts for final approval & send off. |
Draft | Draft sales contract to initiate 2 step-sales approval process. |
Knowledge access/ Assets
Reports
Accounting Reports | Level of Enquiry | Level of detail |
Income Statements | High | Full |
Balance Sheets | Medium | Full |
Cashflow Statements | Medium | Limited |
Payroll | n/a | n/a |
Payments | n/a | n/a |
Sales | High | Full |
Taxes | Low | n/a |