Business owner workflow to route invoice attachments to FTP
Business owner workflow to route invoice attachments to FTP
Business owners processing invoices face misplaced attachments and audit exposure. This extracts attachments from labeled invoice emails and uploads them to FTP so accounting receives organized files.
Overview
Misplaced invoice attachments create audit headaches and month-end risk for finance owners. This workflow routes labeled invoice files to your FTP and records each upload, producing organized invoice folders, cleaner audit trails, and fewer lost invoices.
Notable Features
- Extract invoice attachments from email
- Rename files for audit traceability
- Upload files to company FTP