Keep IT contractors up to date with payment summaries

Finance coordinators in IT miss emailed payment attachments, causing contractor statement delays. Match attachments to records and send statements so contractors receive timely pay summaries.

Overview

Missed payment attachments create avoidable statement delays and dispute risk for IT firms. This workflow matches emailed PDFs to contractor records and delivers weekly pay summaries, eliminating manual lookups and ensuring contractors receive timely statements.

Notable Features

Match email attachments to records
Save payment PDFs to cloud
Send weekly pay statements to contractors