Stampli in-app messaging
in Stampli Invoice Processing
Stampli consolidates all of AP’s messaging into a single channel that’s centered on each invoice.
Message your coworkers and vendors in Stampli
Stampli consolidates all of AP’s messaging into a single channel that’s centered on each invoice. This allows AP teams to communicate efficiently with coworkers and vendors to clarify invoice details, confirm receipts, resolve discrepancies, and get invoices processed promptly. Each invoice records the complete conversation history around the invoice, which makes auditing and reporting far simpler.
The old way: communications without Stampli
Traditionally, AP communications have taken place over multiple channels like email, SMS, Slack, and phone calls. This fragmentation makes it difficult to keep track of all relevant information, leading to delays as AP managers hunt for the details they need. Important messages can be missed, payments can be late, and vendor relationships can become strained.
Stampli's approach to collaboration
Only Stampli turns each invoice into a centralized, auditable hub for messaging, documentation, coding and approvals.
With Stampli, all communication happens directly within each invoice. This keeps relevant information easily accessible in one place, reducing errors, saving time, and enhancing collaboration. AP has complete visibility into invoice status and next steps. The conversation history is fully auditable for compliance. And strong relationships are maintained by avoiding chasing down approvers.
Key features
Ask and answer questions
Communicate with coworkers directly within the Stampli app.
No additional fees
You’re not required to purchase additional user licenses for message recipients.
Message your vendors, too
Ask questions to vendors within Stampli, where they can respond to you directly.
Auditable conversation history
All questions, answers and comments are attached to the invoice and fully auditable.
Date and time stamps
Every action on the invoice, including messages, are labeled with the date and time.
Clearly defined "next steps"
See at a glance where any invoice is in the process.
Mark issues as "urgent"
Flag truly time-sensitive requests.
Attach files to questions and comments
Provide more context to questions, or share files to answer them.
Set permissions for reviewers
Share or withhold information for all or a specified subset of invoices.
Email and mobile app notifications
Get notified whenever a new message is posted.
Stampli Success Stories
CASE STUDY
Centralized communication gives approvers at KIVA more clarity
Learn how KIVA has reduced the volume of approver inquiries with Stampli’s in-app communications tool.
FAQ
How secure are invoice communications in Stampli?
All messaging within Stampli is encrypted and access-controlled based on user permissions. Your data is kept private and secure.
Can an auditor review the message history?
Yes, the complete messaging history can be viewed by auditors with “reviewer” permissions to Stampli.
Is there a limit to how many team members can message on an invoice?
No, you can have as many relevant people communicating on an invoice as needed, both internal employees and external vendors. No extra licenses required.
Can I share attachments in invoice messages?
Yes, you can easily attach any supporting documentation to provide additional context or help answer questions.
How do I know if I have a new message on one of my invoices?
Stampli sends email and mobile app notifications to alert you whenever an invoice you are connected to has a new comment. In addition, you will find notifications within the Stampli app.
What if I need to loop in a manager or someone else for help?
You can @ mention any other Stampli user to bring them into the conversation on a particular invoice whenever needed.
Stampli's financial automation platform
Learn more about Stampli
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