Finance: deliver invoice attachments to accounting intake inbox

Accounting coordinators lose invoice attachments when records are added, delaying bill capture. This forwards attachments to the accounting intake inbox so finance can start bill processing promptly.

Overview

Uncaptured invoice attachments stall bill capture and create vendor payment risk for finance. This workflow guarantees each invoice file lands in the accounting intake inbox with a tracking note and an alert on failures, eliminating manual file handoffs so finance can begin processing bills faster.

Notable Features

Forward attachments to intake inbox
Create tracking note on record
Alert finance on missing attachments