Create payment task and attach contractor invoice PDF
Create payment task and attach contractor invoice PDF
Your contractor invoice rows update without a linked PDF or payment task, causing reconciliation delays. Assign payment tasks with the invoice PDF attached so payments are scheduled before the next payment run.
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Overview
Invoice rows that change without a linked PDF or task cause payment friction and reconciliation work. This flow creates assigned, dated payment tasks with the invoice PDF attached so treasury coordinators can prepare and schedule payments the same day, reducing missed pay dates.