Project managers capture invoice attachments and links to update records
Project managers capture invoice attachments and links to update records
Project managers lose invoice attachments in messages, creating reconciliation gaps. It captures attachments and links into invoice tracker and CRM so finance starts reconciliation faster.
Overview
Missed invoice attachments create reconciliation gaps and audit risk. This workflow captures attachments and direct links from incoming messages and writes them into your invoice tracker and CRM, creating a complete record and eliminating missing invoices. Finance gains clearer audit trails and faster starts to reconciliation.
Notable Features
- Capture attachments and direct links
- Create or update invoice records
- Notify finance with attached files