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Create settlement tracking row from new case files

Create settlement tracking row from new case files

Your settlement PDFs sit in a shared folder untracked, delaying invoice prep and reconciliation. They appear in your tracker for billing staff to act on same day.

Create settlement tracking row from new case files

Overview

Missing settlement files create invoice delays and reconciliation gaps that tie up your finance team. This flow captures every new file into your tracker automatically so billing staff and the controller can generate invoices and close reconciliations same day.

Create settlement tracking row from new case files