As a GL Accountant, I want to create journal entries that route for approval based on amount and entity, so that we reduce posting errors and maintain a compliant audit trail.
Reusable user stories — organized by business taxonomy
Search and reuse user stories for enterprise implementations (Treasury, Payments, Cash Forecasting, Bank Connectivity…).
Popular areas
Updated: 2026-01-06Tip: choose at least an L3 (Area) to see capability options. (You can also arrive here via a capability chip from a story.)
As a Tax Analyst, I want to determine VAT based on country, product/service category, and customer type, so that tax calculation is consistent and compliant across transactions.
As a HR Coordinator, I want to trigger an onboarding checklist with tasks for HR, IT, and Facilities, so that new hires are productive on day one and tasks are not missed.
As a Employee, I want to enter time on mobile with validations and required project/time codes, so that timesheets are accurate and payroll errors are reduced.
As a Hiring Manager, I want to create job requisitions that require approval against headcount and budget, so that we control hiring and ensure approvals are consistent.
As a IT Administrator, I want to configure SSO via SAML/OIDC and enforce MFA for privileged roles, so that access is secure and centralized in the identity provider.
As a Integration Engineer, I want to publish APIs through a gateway with authentication, rate limits, and usage analytics, so that APIs are secure, reliable, and observable.
As a IT Support Agent, I want to triage incidents with SLAs and escalation rules and capture post-incident reviews, so that service reliability improves and response times are measured.
As a Requester, I want to choose between catalog items and free-text items with guided buying rules, so that users purchase compliant items and reduce maverick spend.
As a Requester, I want to submit a purchase requisition that routes for approval based on cost center and amount, so that spend is controlled and approvals follow policy.
As a Supplier Manager, I want to onboard suppliers via a workflow that validates tax and banking details, so that supplier master data is clean and risk is reduced.
As a Head of Internal Audit, I want to maintain an audit universe and build an annual plan with resources, so that audit coverage is risk-based and execution is feasible.
As a Risk Manager, I want to maintain a risk register with categories, owners, and status, so that risks are visible, owned, and managed consistently.
As a Internal Controls Lead, I want to maintain a controls library mapped to risks with owners and frequency, so that control coverage is clear and gaps are visible.
As a Sales Development Rep, I want to score and qualify leads using configurable criteria and required fields, so that only high-quality leads enter the pipeline and conversion improves.
As a Customer Service Rep, I want to manage order changes with versioning and notify customers of changes, so that we reduce disputes and keep a clear order history.
As a Order Entry Specialist, I want to validate orders with credit checks, mandatory fields, and compliance rules, so that we reduce downstream blocks and prevent invalid orders.
As a Account Executive, I want to generate quotes using product bundles and document templates, so that quotes are accurate and aligned with commercial policy.
As a Inventory Control Specialist, I want to perform cycle counts and require approval for large variances before adjustments, so that inventory accuracy improves and shrinkage is controlled.
As a Inventory Planner, I want to calculate safety stock using service level targets and lead time variability, so that inventory buffers are consistent and right-sized.
