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Add / Edit / View Task History
Bills that require attention are automatically assigned Tasks. Completing Tasks timely gets your Bills worked and processed quickly and efficiently!
In addition to using DaisyBill’s automated tasking system, you can create and assign custom Tasks for users within your Organization. Custom Tasks are ideal for bills that require complex follow-up.
Tasks Page Explained
The Tasks Page is your guide to getting bills sent, paid, and done.
Bulk Update Tasks
Have a lot of Tasks? Organization Admins can use Bulk Update Tasks to edit multiple tasks with a single click.
Task Drawer Explained
The Task Drawer helps you quickly navigate through a set of filtered and sorted Tasks. Once you complete a task, it disappears from the drawer.
Fill Task Drawer
Now that you know how the Task Drawer can make your life easier, here’s how to fill it with Tasks.