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Create billed office files and route by document type

Create billed office files and route by document type

Your biller form uploads are scattered and untagged, delaying billing review and audit reconciliation. It saves uploads into named billing folders so staff can review files the same day.

Create billed office files and route by document type

Overview

When billing uploads arrive unorganized, project coordinators waste time hunting for attachments and audits slip. This flow standardizes file names and deposits uploads into the correct billing folders so files are review-ready the same day.

Create billed office files and route by document type