Create receipt records from new cloud files for bookkeeping
Create receipt records from new cloud files for bookkeeping
You get receipt photos in a shared cloud folder that go unprocessed, delaying expense coding and reconciliation. This creates receipt records so bookkeeping is current before month end.
Overview
When receipt photos pile up in a shared folder, bookkeeping slows and month-end work balloons. This flow captures each new file as a receipt record and attaches the original image so accountants can code and reconcile faster, usually within minutes.