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Create signed BAS documents and attach to client records

Create signed BAS documents and attach to client records

Your BAS PDFs sit unindexed in shared folders, delaying billing and reconciliation. The workflow files each signed BAS to the correct client record so accountants have documents ready same day.

Create signed BAS documents and attach to client records

Overview

Missing or misfiled BAS PDFs stall month-end close and busy billing queues. This workflow automatically extracts a client identifier from each PDF, finds the client record, and files the signed BAS into the client repository, giving billing and accounting searchable documents same day.

Create signed BAS documents and attach to client records