Create project invoice records and archive emailed PDFs
Create project invoice records and archive emailed PDFs
Your project inbox gets vendor invoices that sit unlogged, disconnecting bills from project records. Save invoice data and PDFs to a shared tracker and folder so PMs reconcile same day.
Overview
Invoices buried in project inboxes break budget visibility and slow approvals. This flow captures invoice details, stores PDFs in the project folder, and logs a tracker row so PMs and billing reconcile same day.