Keep project managers' client documents in correct folders

Project managers misplace accounting documents in shared drives, causing delayed reviews and billing confusion. So ops and project teams get organized access for review and billing.

Overview

Project managers risk billing delays and reconciliation headaches when accounting files are scattered. This workflow ensures every accounting document lands in the correct client folder so ops and PMs have organized records for review and billing, eliminating manual filing and lost files.

Notable Features

Place documents in client folders
Create missing client folders
Notify project managers on upload