Investor Information requests are designed to be implemented as part of the investor or board member portal experience. Investors can submit form requests for information to the executive team and collaborate on via portal chat. These information requests are stored under the investor’s activity, but also can create a log for the company knowledge base for future investors with similar inquiries or for new investors to review.
Purchase Orders for Sage Intacct
Omnidek Purchase Orders Create purchase orders from your phone, tablet, or desktop and create powerful, collaborative workflows for coding. Once coded, send seamlessly to Intacct
