Project managers keep paid invoices and PDFs organized instantly
Project managers keep paid invoices and PDFs organized instantly
Project managers lose invoice PDFs when payments post, causing reconciliation gaps. Create invoice records, save PDFs to finance storage, and append revenue rows so reconciliations begin quickly.
Overview
Uncaptured paid invoices create reconciliation headaches and audit risk for project managers. This workflow captures invoice PDFs, logs revenue rows, and stores auditable records so finance and ops start reconciliations faster and eliminate manual gaps.
Notable Features
- Create invoice records automatically
- Save invoice PDFs to finance drive
- Append revenue rows to ledger