Archive distributor invoice PDFs into shared drive folder

Distributor invoice PDFs in labeled emails get missed by bookkeeping, delaying reconciliation and deliveries. Files are saved with consistent names so staff can find records same day.

Overview

Misfiled or buried invoice PDFs slow down reconciliation and risk payment delays. This workflow captures invoice attachments and deposits consistently named files into your shared drive within minutes, so bookkeeping can reconcile and prepare payments the same day.