Log intake files to case history spreadsheet for accounting
Log intake files to case history spreadsheet for accounting
Your intake PDFs in the shared upload folder often arrive unlogged, delaying billing and reconciliation. It logs files to the case history sheet so accounting can invoice and reconcile same day.
Overview
Incoming intake files that aren’t logged create billing friction and slow collections. This flow captures every new upload into your case history so accounting staff can pull invoices and reconcile files the same day.