Name of Feature/Request: Add a button on the transaction review queue for “Mark as Reviewed and Send Email”
What financial, time savings, or quality of life improvements will occur from this: Add a button on the transaction review queue for “Mark as Reviewed and Send Email” | Frequency: Every day | This customer plans to invoice every day, and they need to be able to streamline this process to send out invoices to customers efficiently.
Attempted Solutions So Far: Other attempted solutions have been sending the invoices once they are marked generated in bulk, but this customer has to review them before allowing them to be sent to the customer.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: They are generating invoices, marking them reviewed, and then sending the invoice through the email button from an individual invoice for each customer. (This is the current process they are willing to do but they have not gone live yet)
StrivenID: 5266729