Add incoming client files to raw review spreadsheet
Add incoming client files to raw review spreadsheet
Your incoming client documents in the intake folder often go untracked, stalling invoice preparation. The sheet gives accounting staff a timestamped queue for same-day review.
Overview
When intake files pile up unlogged, billing and reconciliation slow down and deadlines slip. This flow captures file metadata into a single review sheet so accounting staff can triage and bill same day, keeping the billing run on schedule.