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Create invoice files from task attachments to shared drive

Create invoice files from task attachments to shared drive

Your incoming invoice attachments on project tasks are left in the task and delay bookkeeping. Get files uploaded to your accounting folder and a task note added so reconciliation can begin same day.

Create invoice files from task attachments to shared drive

Overview

When invoice PDFs sit inside tasks, bookkeeping waits and reconciliation is delayed. This flow stores each attachment in your accounting folder and posts a confirmation on the task so billing staff can start reconciliation the same day.

Create invoice files from task attachments to shared drive