Keep finance projects' down payments linked to NAS

Finance teams misplace updated down payment PDFs, creating audit gaps. This workflow uploads changed invoices to your NAS and pins the NAS path on the finance project for instant retrieval.

Overview

Missing down payment PDFs create audit exposure and slow month-end reconciliations for finance. This workflow ensures every updated down payment invoice is stored on your NAS and the file path is attached to the correct finance project, delivering centralized, retrievable documentation and cleaner audit trails.

Notable Features

Detect updated down payment invoices
Upload PDFs to your NAS
Attach NAS path to project