Create payable bills in CRM from reconciled payments
Create payable bills in CRM from reconciled payments
You have reconciled supplier payments that don't create CRM bill records, leaving AP without invoice context. It creates bill records with line items and attached PDFs so finance can reconcile same day.
Overview
When reconciled supplier payments aren't reflected as CRM bills, AP wastes time tracking invoices and reconciliation stalls. This flow creates full payable records with line items and PDF attachments from each reconciled payment, letting billing staff match and reconcile same day.