Attach transaction note PDF to ledger record for billing
Attach transaction note PDF to ledger record for billing
Transaction notes are disconnected, delaying reconciliation. It creates a PDF, emails finance, and attaches it to the transaction before the next billing run.
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Overview
When supporting notes live outside your transaction records, reconciliation and billing stall and staff waste time hunting for evidence. This flow turns updated notes into a PDF, emails the billing queue, and attaches the file to the transaction so bookkeeping has the needed evidence before the next billing run.