Route new receipt PDFs into billing triage queue
Route new receipt PDFs into billing triage queue
Your receipt PDFs in shared folders go untriaged, delaying billing and vendor reconciliation. It creates triage tasks and places files correctly so billing can process them same day.
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Overview
Untriaged receipt PDFs slow down billing and reconciliation. This flow enriches each file with catalog and client rules, moves it into the right folder, and creates a billing triage task so bookkeepers can process files the same day.