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- BNPL (Buy Now Pay Later)
- Process
- Review an instruction
Review an instruction
Credit Reviewer examines an instruction prepared by Finance Officer. The decision belongs to the exact revision and carries a reason, time and reviewer. A changed amount or account line needs a new decision before the finance officer follows up with the provider.
Step by step
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Request review Finance Officer
Finance Officer presents the instruction revision and supporting scope.
- Finance Officer presents the instruction revision and supporting scope.
- Updates Applications, Instruction accounts
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Review instruction Credit Reviewer
Credit Reviewer approves, rejects or returns the revision with a reason and decision time.
- Credit Reviewer approves, rejects or returns the revision with a reason and decision time.
- Updates Credit decisions, Applications
ApprovalA person approves before the work moves on. -
Submit to provider Finance Officer
Finance Officer follows the authorized scope after the decision is recorded.
- Finance Officer follows the authorized scope after the decision is recorded.
- Updates Applications, Operation receipts
Who does what
Roles and permissions- Finance Officer
- , Credit Reviewer, Auditor.
- App Administrator
- Maintains organization membership and access without taking a financial decision.
Set up BNPL (Buy Now Pay Later) your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.