Keep finance project managers' payment evidence reliably organized
Keep finance project managers' payment evidence reliably organized
Finance project managers miss payment attachments from regional offices, creating reconciliation gaps. Save uploads to centralized finance folders so controllers have auditable evidence.
Overview
Missing payment attachments stall reconciliation and create audit risk for finance project managers. This workflow captures every payment upload and files it into centralized finance folders, preserving audit trails and letting controllers begin reconciliation with complete documentation.
Notable Features
- Save attachments to finance folders
- Name files for audit trails
- Flag missing documents for review