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      Best Practices for Planning Your Time in Navix

      Navix is designed to help you manage invoices efficiently and avoid duplicate work. This article shares the recommended daily workflow and how to structure your team’s efforts based on invoice volume.

      🚦 Why Work by Queue?

      Organizing your work by queue ensures:

      • ✅ Invoices are processed in the most efficient order

      • ✅ Teams avoid rework and duplication

      • ✅ Critical invoices (those closer to billing or approval) are addressed first

      👥 Top Suggested Method: Queue Based

      Our number one recommendation is working through your queues in this priority order.  Sort each list by Created Date to ensure you are working 'first in, first out' and not delaying invoices or payments:

      1. Ready to Approve (if auto-approve isn’t enabled)

      2. Disputes with Responses

      3. Unmatched Invoices

      4. Duplicates

      5. Invoices: Audit (exceptions)

      6. Ready to Approve (again)
      7. Document Management 'Does not Have Order' (use the filters at the top)

      8. Customer Billing / Pre-Bill

      9. Disputes with No Responses

      10. REPEAT

      💡 Once you have successfully cleared a step for an invoice, we suggest you move to the next invoice in that queue instead of 'following' that invoice through to Approval.

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      🏢 Considerations for Larger Teams

      High-volume customers with large teams may benefit from an assembly line approach:

      • Assign dedicated team members to each queue

      • Or assign team members to certain queues and work the rest in the other above as a hybrid approach

      • Keep specialization consistent to speed up training and reduce errors

      💡 Remember, when working queues Navix will automatically take you to the next available record.  This means if multiple people are working in a single queue they won't risk working on the same record.

      📌 Work by Customer or Pod

      Some companies prefer to divide work by customer or pods. While this structure could be less efficient, you can still:

      • Filter each queue to your customers/modes/pod

      • Apply the same queue working order

      • Avoid trying to 'follow' each invoice through the entire process

      ✅ Key Takeaway

      No matter your team size or structure, the best way to plan your day in Navix is by working queues in priority order. This approach:

      • Helps avoid late payments; nothing is 'sitting' more than a day without a touch

      • Minimizes duplicate work

      • Speeds up invoice approval

      • Keeps disputes moving efficiently

      🙋 Need More Help?

      Email us at support@navix.io or connect with Customer Success during our Monthly Office Hours for a walkthrough.