Attach invoice PDFs to accounting records and update sheet
Attach invoice PDFs to accounting records and update sheet
Your invoice form submissions arrive without stored PDFs or tracker links, forcing manual searches and delaying postings. Files are filed and linked automatically so billing can post payments same day.
Overview
When invoice uploads arrive without a tracked file, billing teams spend time hunting for PDFs and miss posting windows. This flow files each submitted invoice into a company/year/month folder and writes the file link back to your tracker, so accounts payable can complete postings the same day.