Business owners keep invoices filed by community, year, concept
Business owners keep invoices filed by community, year, concept
Business owners using spreadsheets misfile invoices by community and year. This workflow files invoices into community/year/concept folders on row change, so finance starts reconciliation faster.
Overview
Manual misfiling of invoices buries records and stalls reconciliation for business owners. This workflow enforces a consistent community/year/concept folder structure when spreadsheet rows change, eliminating manual moves and letting finance begin reconciliation faster. The result is fewer lookup errors and clearer audit trails.
Notable Features
- Create community and year folders
- Extract invoice year from filename
- Move invoice to concept folder