Practice owners: never miss supplier invoices for bookkeeping

Practice owners triaging patients miss supplier invoices buried in email, causing delayed bookkeeping and strained supplier relationships. So administrators see invoices and route payments quickly, preventing payment delays.

Overview

Missed supplier invoices put a small practice's bookkeeping and supplier relationships at risk. This workflow makes every invoice visible to your administrator and payments channel so invoices are routed for review and payment without manual triage, reducing missed follow-ups and payment delays.

Notable Features

Label invoice emails for visibility
Forward invoices to admin and finance
Include attachments and sender context