For finance: centralize invoice attachments into monthly folders

Accounts payable lose invoice attachments in busy inboxes, creating payment holds and audit gaps. Save invoice PDFs to a centralized year/month cloud folder so AP can start reconciliation immediately.

Overview

Missed or buried invoices create payment holds and increase audit risk. This workflow routes and archives invoice attachments into organized year/month folders and notifies accounts payable, eliminating manual downloads and creating an auditable trail. Customers report faster invoice triage and zero lost attachments.

Notable Features

Save invoice PDFs by label
Organize files into year/month folders
Notify accounts payable on upload