Keep finance ready with per-mediator invoice PDFs and spreadsheets

Finance coordinators reviewing PM billing forms misplace mediator invoices, disrupting payments and audits. It creates and archives per-mediator PDFs and sheets so finance has ready-to-send files.

Overview

Missed or misfiled mediator invoices cause reconciliation headaches and audit risk for finance. This workflow produces a spreadsheet and PDF for every mediator from each PM billing submission and files them in a central invoices folder, giving finance ready-to-send invoices and a clear audit trail.

Notable Features

Create mediator-specific invoice spreadsheets
Export each invoice to PDF
Archive files in invoices folder