Attach incoming invoice files to transaction record automatically
Attach incoming invoice files to transaction record automatically
Your transaction records miss invoice PDFs when attachments exist only in the bank feed. Link attachments to transactions so accounting reconciles faster and closes books ahead of month-end.
Overview
Missing invoice attachments slow reconciliation and expose you to audit gaps. This flow links bank-feed files to the right transaction record and posts the update to your ledger endpoint so accounting can reconcile same day and close books ahead of month-end.