Keep finance archives tidy when invoices are processed

Finance teams marking rows as processed risk invoices remaining unfiled, delaying month-end close. It moves invoice files to a processed archive when marked, so records are ready for reconciliation.

Overview

Unfiled invoice PDFs create reconciliation bottlenecks and audit risk for finance teams. This workflow routes invoice files to a processed archive as rows are marked, eliminating unfiled documents and ensuring ready records for month-end reconciliation; finance teams report cleaner audit trails and faster handoffs.

Notable Features

Move invoice files when marked
Filter rows by processed flag
Record archive location in sheet