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Mark expense record when receipt file hits inbox

Mark expense record when receipt file hits inbox

Your receipt PDFs pile up in the receipts inbox unlinked to expense records, delaying reconciliation. Files are matched and records updated so finance clerks can reconcile same day.

Mark expense record when receipt file hits inbox

Overview

Unlinked receipt files slow month-end close and force manual lookups by AP staff. This flow ties receipt files to expense records and marks them received, letting finance clerks reconcile and close items the same day.

Mark expense record when receipt file hits inbox