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Create accounting task from new bill files in folder

Create accounting task from new bill files in folder

Bill PDFs land in a shared folder untriaged, causing invoice entry delays. Billing staff get a tracked task to enter invoices, ensuring bills are processed before the next payment run.

Create accounting task from new bill files in folder

Overview

When bill PDFs land untriaged they create manual handoffs and slow payments; this flow converts each file into an assigned accounting task for immediate action. Billing staff receive a queued task within minutes, keeping invoices ready ahead of the next payment run.

Create accounting task from new bill files in folder