Help business owners route vendor bills to bookkeeping quickly
Help business owners route vendor bills to bookkeeping quickly
Business owners uploading vendor bills miss invoices in folders, causing reconciliation delays and AP gaps. This workflow forwards each new bill to your bookkeeping inbox so finance records invoices quickly.
Overview
Unrecorded vendor bills create reconciliation gaps and expose finance to month-end surprises that business owners want to avoid. This workflow routes uploaded invoices straight to the bookkeeping ingestion inbox so finance records them and prevents missed AP entries, delivering faster handoffs between accounts payable and bookkeeping.
Notable Features
- Forward new bills to bookkeeping
- Attach original PDF to email
- Move processed files to archive