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Created By Erin Van Curen
RequesterHello - Could the Skyslope team add "Accounting" to the drop down menu as a 3rd group option for who needs to audit a checklist? Right now the 2 options are either Admin or Broker. It would be helpful to "tag" the Accounting Dept to then review the file since at that point the file is just pending a Final Settlement Statement and Wire. They would just need to process payments, upload a Breakdown and archive the file. This will also remove the files from the Admin and Broker's lists so they aren't looking through files that only need accounting's attention.
0 Votes
4 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHi Erin and Tracey!
Tyler from the Product team here at SkySlope. Thank you for the added context! I will document this feedback and pass it along to the team that works on our auditing features. Please feel free to reach out any time if there is additional feedback.
Thanks!
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SkySlope Support posted about 2 months ago Admin
Created By Erin Van Curen
RequesterHi Charleigh - We currently have our Lead Accountant signed up with an Admin Skyslope account. However her role in reviewing files is different than the brokers and regular audit team. It would be helpful to have another option besides Broker and Auditor as the only choice for the audit designation. Having a 3rd option such as "accounting audit" or something similar to that would allow those files to be sorted and viewed separately in the audit queue as those files just need to be viewed by accounting at that point, not the Broker or Audit team.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentHello!
Charleigh from the Product team here at SkySlope. Thank you for reaching out and providing this feedback! To clarify, you'd like to see an accounting role with access to existing features added in SkySlope?
Looking forward to your reply! Thanks again!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Tracey Titus
RequesterThis would be very helpful. We also have several layers of file review and it would be nice if we could see it go from one reviewer to another.
0 Votes
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