Simplify administrative tasks with Volopay's Co-Pilot feature
In today’s fast-paced business environment, you’re usually overwhelmed with multiple tasks, finding no time to perform administrative duties like managing expense reporting. You need someone to share these responsibilities with you, but you're unsure how to implement this effectively.
With Volopay’s Co-Pilot feature, managing administrative tasks won’t be challenging anymore. Now, you can seamlessly add someone else as a Co-Pilot, ensuring smoother operations and better time management.
Introducing Co-Pilot by Volopay
The Co-Pilot feature is a game-changer for an organization aiming to optimize its workflow. The main purpose of this feature is to help users like senior executives, who are swamped with work and find it difficult to manage their expenses, upload receipts and write memos.
With Co-Pilot, you can assign administrative tasks to someone from your organization to take care of things like checking transactions, submitting receipts, and filling out paperwork on your behalf.
Accomplishing your administrative duties becomes streamlined with Co-Pilot.
Benefits of Co-Pilot by Volopay
1. Enhanced efficiency
Co-Pilot makes your tasks more convenient by presenting a reasonable solution to you. Before, you had to manage all the work by yourself. Imagine you are busy with jam-packed meetings and important decisions.
But in between all that you’ve got a stack of paperwork to deal with, which includes your receipts to file, expenses to manage, and memos to write. It’s enough to make anyone feel overwhelmed!
2. Multiple Co-Pilots
Co-Pilot ensures seamless collaborations. To enhance efficiency and alleviate pressure on your team members handling administrative tasks, bills, and expenses, you can even add multiple Co-Pilots. This approach can effectively distribute workload and promote a smoother workflow. This will facilitate a more collaborative environment where tasks are distributed among several team members.
With this flexibility, you can avoid overburdening anyone and speed up task completion.
3. Privacy assurance
Co-Pilots are granted access to a certain portion of the organization’s financial data. They can only view and handle transactions and information related to the users they’re helping. This setup ensures that sensitive details remain private and your financial information is safe and secure.
By using this measure, your data is protected and you are getting the support you require.
4. Improved accuracy
Errors become very common when you are managing multiple tasks simultaneously. Even the smallest error in your financial report can cause a major discrepancy. That’s where Co-Pilot comes in and takes the lead.
A Co-Pilot plays an important role in assuring that your financial record is accurate. They are tasked with ensuring that all the transactions are properly documented, receipts are uploaded promptly, and memos are filled out correctly.
Co-Pilots help you stay on the right side of financial regulations and internal policies by keeping our financial records up-to-date and error-free.
How to use Co-Pilot
● First, navigate to the “Manage” tab and select the “People” tab to use the Co-Pilot feature.
● After this, you can choose the user you wish to assign a Co-Pilot. Then click “Edit Profile” and scroll down to the bottom of the slider.
● At the bottom of the slider, you will find an option to assign a Co-Pilot to the selected user.
● Now, you simply select the appropriate Co-Pilot and save the changes.
Conclusion
Volopay’s Co-pilot feature can help you ease your daily administrative tasks. Following simple steps, you can assign any other team member as a Co-Pilot and let them manage paperwork on your behalf. Don’t let your workload affect your financial report; let your Co-Pilot take the lead, and maintain efficiency.
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