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Create purchase invoice records from new folder files

Create purchase invoice records from new folder files

Purchase invoices land in a shared drive untracked, causing payment delays and manual lookup for billing. The workflow logs new files to your payments table so staff can begin processing same day.

Create purchase invoice records from new folder files

Overview

Incoming vendor invoices stored in shared folders often slip through without a tracked entry, delaying payments and reconciliation. This workflow captures each new purchase file and logs it to your payments table so billing staff have actionable records the same day.

Create purchase invoice records from new folder files