■Overview
This is a flow that notifies Chatwork once the transaction review for Money Forward Deferred Payment is completed.
■Recommended for
1. Managers and Executives
・Those who want to understand the review status of the accounting team to improve operations
・Those who want to receive notifications of important transaction review results on Chatwork for quick decision-making
2. Departments that want to understand the review status of Money Forward Deferred Payment
・Those who want to track the progress of transaction reviews on Chatwork to improve team efficiency
・Those who want to receive notifications of important transaction review completions on Chatwork for prompt response
■Benefits of Using This Template
Money Forward Deferred Payment is an excellent tool for streamlining transaction review processes, but sharing review completion information with stakeholders in a timely manner is crucial for eliminating bottlenecks and facilitating smooth transactions. Especially in transactions involving multiple stakeholders or when actions are urgently required after review completion, constantly monitoring the Money Forward Deferred Payment screen is not practical.
By utilizing this flow, notifications are sent to Chatwork simultaneously with review completion, allowing all employees to understand the review results in real-time and quickly proceed to the next action. This prevents delays in information sharing and response, ensuring smooth transactions.
■Notes
・Please integrate both Money Forward Deferred Payment and Chatwork with Yoom.