Move and copy monthly statement files into household folders

Monthly statement PDFs land unfiled in a shared folder, leaving client records incomplete. It routes each PDF to the correct household so billing staff have complete files before the next cycle.

Move and copy monthly statement files into household folders

Overview

Stop losing time hunting down monthly statements and reduce billing delays by automatically routing PDFs into each household's folder. The flow removes manual filing burdens and delivers complete statement files to billing and client service within minutes, ahead of the next statement run.

Move and copy monthly statement files into household folders