Attach processed fuel receipt PDFs to payment records
Attach processed fuel receipt PDFs to payment records
Your fuel receipt uploads arrive unlinked to payment records, stalling approvals and expense posting. Link PDFs to the right payment record so finance can approve and post expenses same day.
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Overview
Unlinked fuel receipts create reconciliation work and slow approvals at month end. This workflow turns each incoming receipt into a named PDF, stores it in the shared finance folder, and pins it to the matching payment record so finance can approve and post expenses the same day.