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Create invoice folder and request fiscal note via email

Create invoice folder and request fiscal note via email

Updated invoice rows force manual folder creation and link copying, delaying billing prep. It creates a folder, updates the sheet with the link, and emails the vendor so invoices trigger same day.

Create invoice folder and request fiscal note via email

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Overview

Manual folder creation and copied links slow down invoice processing and create payment friction; this flow eliminates that friction by creating the project folder, writing the link to your sheet, and emailing the vendor automatically. Billing staff and project managers get linked documentation and invoices can be triggered same day.

Create invoice folder and request fiscal note via email