Discovery Questions

18 total

Questions used to gather client-specific information

18 questions total

Category	Question	Type	Order	Maps To	Required	Options
Approval Workflow	Who is the first-level approver?`Q6.1`	text	3	`{{APPROVER_LEVEL_1}}`	!	—
	What is the dollar threshold requiring approval?`Q6.2`	number	4	`{{APPROVAL_THRESHOLD}}`	—	—
	Who is the second-level approver (if applicable)?`Q6.5`	text	9	`{{APPROVER_LEVEL_2}}`	—	—
	On average, how many hours per week are spent on approvals?`Q6.3`	number	10	—	!	—
	Who handles exceptions and escalations?`Q6.6`	text	12	`{{EXCEPTION_HANDLER}}`	!	—
Coding & Classification	Who is responsible for coding invoices?`Q5.1`	text	2	`{{CODER_ROLE}}`	!	—
	What is your GL account structure or coding format?`Q5.4`	text	8	`{{GL_ACCOUNT_STRUCTURE}}`	!	—
	On average, how many hours per week does your team spend on invoice coding?`Q5.2`	number	8	—	!	—
	What is the average time (in hours) to code a single invoice?`Q5.3`	number	9	—	!	—
Invoice Intake	What email address do vendors send invoices to?`Q4.1`	text	1	`{{AP_INBOX_EMAIL}}`	!	—
	What vendor portal or system do you use (if any)?`Q4.3`	text	7	`{{VENDOR_PORTAL}}`	—	—
	How many invoices do you process per month on average?`Q4.2`	number	7	—	!	—
Payment Processing	How often do you run payment batches?`Q8.1`	select	6	`{{PAYMENT_FREQUENCY}}`	!	WeeklyBi-weeklyMonthly
	What is your primary payment method?`Q8.4`	select	10	`{{PAYMENT_METHOD}}`	!	ACHCheckCredit Card+1 more
	What bank account do you use for AP payments?`Q8.5`	text	11	`{{BANK_ACCOUNT}}`	!	—
	What percentage of invoices require exception handling?`Q8.2`	number	12	—	!	—
QuickBooks Entry	How are invoices entered into QuickBooks?`Q7.1`	select	5	`{{QBO_ENTRY_METHOD}}`	!	ManualAutomatedHybrid
	How many hours per week are spent entering data into QuickBooks?`Q7.2`	number	11	—	!	—