Move incoming invoice PDFs into month and FY folders
Move incoming invoice PDFs into month and FY folders
AP invoice PDFs pile in a staging folder and aren’t filed by fiscal year or month, slowing billing. It files invoices into FY and month folders so billing staff can process payments same day.
Overview
When invoice PDFs pile into a shared staging folder, billing staff waste time finding and sorting files and risk missing payment windows. This flow files each invoice into the correct fiscal year and monthly Accounts Payable folder automatically, letting your billing team process payments the same day and avoid missed runs.