For marketing directors: archive invoices to shared drive

Marketing directors see paid membership invoices misfiled, causing reconciliation gaps. A timestamped text invoice is saved to the shared drive, giving finance complete, searchable payment records.

Overview

Unarchived membership invoices create reconciliation headaches for finance and expose your reports to audit risk. This workflow writes a timestamped text invoice into your shared drive for every paid membership, eliminating manual filing and delivering complete, searchable payment records. That means smoother month‑end handoffs and fewer missing invoices during close.

Notable Features

Create timestamped text invoice files
Save files to shared drive
Notify finance on new archives