Project managers keep designated office billing uploads filed and accessible
Project managers keep designated office billing uploads filed and accessible
Project managers lose biller uploads, causing missing files that block reconciliation. Automated filing routes uploads to designated office folders so billing and ops can process without missing paperwork.
Overview
Misfiled billing uploads create reconciliation gaps and force manual follow-ups that slow daily processing. This workflow routes and names every upload into the correct office folders and alerts billing, eliminating missing paperwork and letting operations process reliably.
Notable Features
- Save uploads to designated folders
- Name files with date and biller
- Notify billing and ops on receipt