Keep operations and accounting informed of new invoices

Operations coordinators miss converted invoices in shared folders, so on-hold invoices are overlooked. This adds parsed invoice rows to a central spreadsheet so ops and accounting act faster.

Overview

Operations coordinators can lose converted invoices in shared folders, which lets on-hold items slip and stalls invoice reviews. This workflow captures parsed invoice details into a single spreadsheet so ops and accounting begin review promptly — teams report faster handoffs and fewer data entry errors.

Notable Features

Create spreadsheet row for each invoice
Extract key invoice fields
Notify accounting of on-hold invoices