Create project file from updated POS statement records
Create project file from updated POS statement records
Your POS statements update in your database but never reach project files, causing reconciliation and delivery delays. It uploads PDFs to the project and flags the record same day.
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Overview
When POS statements sit updated in your database but aren’t attached to client projects, month-end reconciliation stalls and deliveries delay. This flow uploads statement PDFs into the matching project and flags records, giving your accounting staff ready files same day.