Assign Disputes to other users

We use an AE list that queues up which invoices need to be reviewed by their Account Reps.

The Workflow:

• Shelley assigns the dispute to Cole

• Cole reviews and approves

• Dispute is re-assigned to Shelley

The Problem:

Today, users can take ownership of an invoice or dispute, but they can't assign disputes to other users.

Benefit

We would want to report on how long each user owns disputes and how long it takes them to reply.

We can provide feedback to the branch manager if someone takes a week to reply.

Notes

Auditors are reviewed and monitored based on their KPIs, we need to ensure the reporting reflects that.