Create expense records from vendor bill line items
Create expense records from vendor bill line items
Your bills contain line items without matter links, leaving billing staff unable to allocate costs. Finance reconciles costs the same day by creating matter-linked expense records automatically.
Overview
Stop losing matter-level charges during reconciliation: this flow turns each vendor bill line into a matter-linked expense record so billing staff see case costs in your CRM. Expect cleaner ledgers and same-day reconciliation for matters.