File invoice attachments into project folders by quarter

You get invoice attachments in project inboxes, leaving files scattered. Files are renamed with a datestamp and routed to project folders so PMs and finance can find them same day.

Overview

When invoice attachments land in project inboxes, manual filing steals time and delays billing cycles. This flow timestamps, renames, and files invoices to the right project folders automatically so PMs and billing can find documents the same day and keep billing on schedule.