Create Policy or Workflow

Invoices over $10,000 need CFO approval

Large invoice gate

Expenses above $500 require manager approval

Expense control

Send reminder 3 days before invoice due date

Payment reminder

When invoice overdue by 7 days, send follow-up email

Overdue follow-up

When invoice becomes overdue, send reminder, wait 3 days, then escalate to manager if unpaid

Overdue collection workflow

For invoices over $10,000: get finance approval, then send to customer, then schedule follow-up

Large invoice workflow

Every Monday, check unpaid invoices, send reminders for those over 7 days, generate report

Weekly collection workflow