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Create statement records and save PDFs to shared folder

Create statement records and save PDFs to shared folder

Your exported statements and PDFs remain unrecorded, leaving billing without searchable entries. Gain a searchable record and archived PDF per statement for faster reconciliation.

Create statement records and save PDFs to shared folder

Overview

Unrecorded statement exports create manual work and slow month-end close. This flow captures each exported statement and PDF, archives the file to shared storage, and populates SQL tables so billing staff get searchable records and reconciliation-ready data within hours.

Create statement records and save PDFs to shared folder