Bills & Expenses · Pricing
Automated Document Chasing
Starting at$150a month
What the price covers
Up to 50 missing receipts or bills per month chased by the Backline system (up to 3 automated reminders per item); returned documents matched and attached; monthly exception digest.
What we do
- Maintain the chasing list and reminder rules
- Match returned documents and close completed items
- Review the monthly exception digest
What you get
Automated chasing log, attached documents and a monthly exception digest.
Not included
Human follow-up calls and messages (Receipt & Invoice Follow-Up) and recreating missing documents.
Included in
Every Step. All 8.
- 01Load transactions missing backup into the chasing workflowMonthly list · Operations
- 02Confirm the owner and reminder schedule for each itemMonthly list · Operations
- 03Check the reminder log for failed deliveriesMonthly list · Operations
- 04Check each returned document supports the right transactionUp to 50 items · Operations
- 05Attach the document to the existing transactionUp to 50 items · Operations
- 06Close completed items so reminders stopUp to 50 items · Operations
- 07Review items still open after three remindersMonthly digest · Senior accountant
- 08Send the monthly exception digest to the ownerMonthly digest · Senior accountant
More In Bills & Expenses
All 10 servicesManaged Accounts Payable$475 a month40 bills; weekly intake and approval routing; supplied recordsScheduled Bill-Payment Administration$350 a month4 scheduled batches; up to 40 payments; approved payables and available fundsReceipt & Invoice Follow-Up$350 a monthUp to 50 missing-document items; up to 3 reminders per item; monthly exception digestEmployee Expense & Reimbursement Administration$325 a monthUp to 15 expense claims; policy check and approval routing