Finance & Administration

Workflow Automation Use Cases

TAP lets you design and launch automated processes that are far more efficient, accurate, and cost-effective than outdated manual workflows.

Lost Checks

See all Finance & Administration Use Cases

Challenge

A workflow which employees can use to claim lost/damaged checks for reimbursements or payroll.

Solution

A workflow that expedites review, approval, and fulfillment for all participants:

A self-service online form allows the employee to submit their request, after providing requisite information.
Accounting/Payroll department(s) can be automatically alerted to cancel payment on previous (lost) check and to issue replacement.
Notifications can ping the employee that his/her request has been received, approved, and/or that a new check has been cut.

Benefits

Automates a process that can be surprisingly common and time-consuming, especially in larger enterprises.
Ensures quick cancellation of lost (or possibly stolen) checks.
E-signature integration standardizes secure approvals.