Create daily invoice from form entry and email PDF to finance
Create daily invoice from form entry and email PDF to finance
Your daily cashroom form submissions fail to create accounting entries, causing reconciliation gaps and delayed receipts. You get invoice records and a PDF emailed to finance same day.
Overview
Eliminate end-of-day manual posting by turning each takings form into a booked invoice and attached PDF, so your bookkeepers stop retyping numbers. The workflow posts entries and delivers a PDF receipt to finance within minutes for same-day reconciliation.