For finance owners: deliver updated receipt files to accountants

Business owners risk missed bookkeeping handoffs when updated receipt rows don't reach accountants. Email the receipt to the designated accountant so bookkeeping proceeds.

Overview

Missed receipt handoffs create bookkeeping gaps and audit exposure for finance owners. This workflow delivers the attached receipt to the designated accountant and logs the delivery, eliminating manual forwarding and ensuring documents are review-ready.

Notable Features

Email attached receipt files on update
Route files to designated accountant
Log delivery events for audit