Attach secured invoice PDF to updated expense record
Attach secured invoice PDF to updated expense record
Your expense invoice records without finalized PDFs delay billing and project closeouts. Attach the secured PDF to the record so billing and PMs can invoice and archive same day.
Overview
When approved expense rows lack a finalized invoice PDF, billing and project closeouts stall and reconciliation drags. This flow produces a secured, annotated invoice PDF and links it back to the record so billing staff and project managers can invoice and archive the same day.