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Email check requests with supporting files to finance

Your check request workbook rows sometimes miss attachments or approver context, delaying payments. It sends a packaged email to finance with a generated PDF and links so approvals occur same day.

Email check requests with supporting files to finance

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Overview

Check requests stuck as spreadsheet rows often lack attachments or context and stall payments. This flow packages each submission into a PDF, finds uploaded files, and emails your finance distribution list so approvals finish same day.

Email check requests with supporting files to finance