Move and prefix uploaded files into project folders
Move and prefix uploaded files into project folders
Your incoming invoices and tender files are unstandardized, causing filing delays. You receive prefixed files placed in project folders for immediate access and faster month-end close.
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Overview
When invoice and tender PDFs sit in transient locations, reconciliation and billing slow down and staff waste time hunting files. This workflow standardizes filenames, prefixes them, and moves each document into the right project folder so finance and billing can find files immediately, often within minutes of upload.