Organize incoming invoices into year and month folders
Organize incoming invoices into year and month folders
Your invoice PDFs drop into a single folder and slow billing approvals. It files each invoice into year/month folders so accounting can find documents before the payment run.
Workflow preview:
Zap details:
Overview
Stop manual invoice sorting that stalls accounts payable by routing each incoming invoice into year/month folders automatically so billing staff can find files within minutes. This turns a cluttered inbox into a searchable archive ready before the next payment run.