Create invoice intake record and archive incoming file
Create invoice intake record and archive incoming file
Your incoming invoice PDFs in the shared folder are untracked and delay approvals. They're recorded, renamed and archived so billing can prepare payments ahead of the next run.
Overview
When invoice PDFs sit untracked in a shared folder, payment approvals stall and bookkeeping grinds to a halt. This flow captures each incoming invoice, archives it with a control number, creates a table record, and notifies billing so payments can be prepared ahead of the next run.