Keep external accountants supplied with new accounting PDFs
Keep external accountants supplied with new accounting PDFs
Accounts payable miss PDFs in the accounting folder, causing delayed expense processing and missed bookkeeping. It forwards each PDF to your external accountant and logs sends so bookkeeping stays updated.
Overview
Missed bookkeeping PDFs create audit risk and delayed expense processing for finance teams. This workflow forwards every new accounting PDF to your external accountant and logs each send, eliminating manual file transfers and creating an auditable trail.
Notable Features
- Forward new PDFs to accountant
- Attach direct file links in email
- Log each sent document for audit