Finance owners prevent invoice PDFs from being overlooked

Business owners add invoice cards to routing boards and risk PDFs sitting unread, stalling bookkeeping. Forward attachments to accounting and alert finance so processing begins within minutes.

Overview

Unread invoice PDFs create audit gaps and slow bookkeeping, risking missed payments and compliance headaches. This workflow routes invoice attachments from your routing board to accounting and notifies finance, eliminating manual handoffs so processing starts faster. Finance owners report fewer missed attachments and cleaner records.

Notable Features

Forward invoice PDFs to accounting
Notify finance when card created
Add confirmation comment to card