Help desk for Accounts and Invoice ManagementLarger organizations have multiple suppliers to manage and large ledgers to be tracked, so that each payment is done correctly and in time. In case there are some queries regarding payments and they are not addressed on time, payments can get delayed. Create tickets for all these enquiries and resolve them quickly to enable prompt payments.
Vendor/Supplier Help deskWhen managing many suppliers/vendors, chances are high that a few suppliers might not be shown the right service which may affect retention. They will have queries about contracts, procedures, policies, payments, dues etc. To address all of this, HappyFox help desk lets all vendor communication, be it voice, mail or live-chat to be stored as tickets in the HappyFox system for your action. Never miss out on a critical vendor mail with the help of HappyFox.
Augment Invoicing and BillingHappyFox has valuable integration with Invoicing apps like
Freshbooks to help manage your invoicing support. Remove the hassles of switching applications to provide support related to invoicing, and access invoices in one HappyFox system.
Supplier/vendor Contact ManagementReplace spreadsheets with HappyFox and have easy-to-access and enriched contact database. HappyFox lets you manage all your contacts, gives you references to the contact when they raise a ticket and also offers useful
CRM Integrations for your case management as well.
Case flow tracking between vendors and account teamsInternal collaboration is vital for tracking invoices among various teams. Using HappyFox , post topics on Billing, let all teams contribute, share details and let your accounts team manage all invoice related issues. Bring a simplistic dimension to your invoicing process.
Knowledge base and FAQ
Create a comprehensive
knowledge base covering expense reports, payment policies, and reimbursement procedures.
Empower your finance team, employees, and vendors with self-service resources while reducing repetitive AP queries.
Better yet, enhance your documentation with
HappyFox AI, which helps identify content gaps and suggests new articles
based on common accounting support patterns, ensuring your knowledge base stays current with your financial processes.