Finance steward: keep manual invoices tracked and archived

Finance stewards at small training firms miss manual invoice actions, causing vendor payment and reconciliation gaps. This updates AP records and archives messages so stewards progress payments.

Overview

Manual invoice triage creates vendor payment and reconciliation risk for small training firms. This workflow keeps AP records current and removes processed messages from the inbox, preventing missed manual payments and giving the steward a single source of truth. The result is fewer reconciliation exceptions and faster handoffs to payment processing.

Notable Features

Update AP record on triage
Archive invoice email from inbox
Flag steward action for follow-up