Create organized unit folders from invoice PDFs in email
Create organized unit folders from invoice PDFs in email
Your invoice PDFs arrive without unit or vendor context, clogging inboxes and delaying accounts payable. Files are auto-saved into unit/month folders with clear names so billing can reconcile faster.
Overview
When invoice PDFs pile up in inboxes, billing spends time hunting for unit context and vendor details, slowing monthly close. This flow extracts date, unit and vendor info, names files clearly, and files them into unit/year/month folders, so accounting can reconcile and close ahead of the next billing run.