Keep engineers' invoice files linked to finance records

Engineers upload credit-invoice files that aren't linked to records, creating reconciliation delays and audit gaps. Links appear on the matching finance record, so auditors find invoices.

Overview

Unlinked invoice files create audit risk and drag out reconciliation. This workflow uploads incoming credit-invoice files and attaches links to the matching finance record so finance can reconcile and audit without chasing attachments. The result is clearer audit trails and fewer lost invoices.

Notable Features

Upload invoice files to cloud
Attach links to matching records
Notify on failed uploads