Keep finance transaction audits linked after note updates

Finance business owners add notes to transactions, leaving justifications unlinked and causing audit risk. Attach a PDF when notes are added so finance and billing have auditable justification.

Overview

Missing or unlinked justifications expose finance to audit and reconciliation risk. This workflow creates a PDF justification whenever a transaction note is added and attaches it to the transaction, eliminating missing supporting documents and building a clear audit trail. Finance and billing get immediate access to evidence so reconciliations start with confidence.

Notable Features

Generate PDF justification on note
Attach PDF to the transaction
Maintain auditable attachments for billing