Project managers keep billing uploads filed per office
Project managers keep billing uploads filed per office
Project managers processing daily billing forms risk misplaced uploads, causing reconciliation delays and audit gaps. This routes schedules, claims, and correction files into office-specific folders so billing finds records quickly.
Overview
Project managers lose time and create audit risk when billing uploads are misplaced across offices. This workflow routes every schedule, claims, and correction file into the right office folder and records links centrally, ensuring billing staff find required documents quickly and audits go smoothly. Teams report faster access and fewer misplaced files after implementing similar flows.
Notable Features
- Save uploads to office folders
- Name files with date and biller
- Notify billing of missing uploads