Here are 4 tips on how Palette Software can help you maximize your summer holidays by using our solutions correctly.
Over the summer you might be relying on temporary staff to help out in the accounts payable department. As such you should consider making use of Palette’s “Temporary users” function. This enables you to delegate a role or inbox to another user who can help to handle the invoices, requisitions, agreements or expenses to be approved.
It is also possible to use multi-step substitute management, where a person takes responsibility for the inbox for a certain period, then transfer to another person for a different period.
Even if you have a substitute for your role you can still log in to view or process your Palette tasks if you wish. Furthermore, after the holiday you can search for invoices, contracts, requisitions or expenses that have been handled by the substitute.