Forward invoice and statement emails to bookkeeping team
Forward invoice and statement emails to bookkeeping team
Your inbox holds supplier invoice and statement emails that sit unforwarded, delaying payments and reconciliation. The workflow forwards the message and attachments to bookkeeping for same-day processing.
Overview
Stop relying on manual forwards that leave invoices unprocessed. This workflow routes original invoice and statement emails plus attachments to your bookkeeping partner and BCCs internal accounting, so invoices are ready for processing the same day.