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Company procedures

Workflows

Make recurring work follow your company’s rules, with clear responsibilities, approvals and a complete history.

New workflow
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You describe itTierby sets it upTiercord checks itRuns by your rules
In progress
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Needs attention
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Your procedures

14 procedures

All procedures

  • Adjudication

    Draft

    Adjudication evidence handoff

    Starts when

    Adjudication created

    First step

    Review adjudication evidence

    3 steps
    Open

  • Counterparty

    Draft

    Billing contact review

    Starts when

    Counterparty created

    First step

    Review billing contact

    3 steps
    Open

  • Contract

    Draft

    Contract setup review

    Starts when

    Contract created

    First step

    Review contract setup

    3 steps
    Open

  • Deadline

    Draft

    Deadline preparation

    Starts when

    Recorded due date

    First step

    Prepare for the recorded date

    1 step
    Open

  • Statutory declaration

    Draft

    Declaration evidence checklist

    Starts when

    Statutory declaration created

    First step

    Review declaration evidence

    3 steps
    Open

  • Holdback

    Draft

    Holdback release preparation

    Starts when

    Holdback created

    First step

    Prepare a holdback review

    3 steps
    Open

  • Integration

    Draft

    Import and integration review

    Starts when

    Integration created

    First step

    Review integration evidence

    3 steps
    Open

  • Invoice

    Active

    Invoice follow-through

    Starts when

    Invoice changes

    First step

    Allow time for receipt confirmation

    8 steps
    Open

  • Notice

    Draft

    Notice review handoff

    Starts when

    Notice created

    First step

    Review the recorded notice

    3 steps
    Open

  • Invoice

    Draft

    Payment promise review

    Starts when

    Invoice changes

    First step

    Check after the recorded payment promise

    2 steps
    Open

  • Payment

    Draft

    Payment reconciliation handoff

    Starts when

    Payment created

    First step

    Reconcile the payment record

    3 steps
    Open

  • Invoice

    Draft

    Payment-status follow-up

    Starts when

    Invoice changes

    First step

    Allow the initial review interval

    4 steps
    Open

  • Project

    Draft

    Project billing setup

    Starts when

    Project created

    First step

    Prepare project billing

    3 steps
    Open

  • Project task

    Draft

    Project task preparation

    Starts when

    Recorded due date

    First step

    Prepare for the recorded date

    1 step
    Open
Workflow examples · Tiercord