Save credit note attachments into dated shared folder
Save credit note attachments into dated shared folder
Your credit note attachments sit in inboxes, delaying reconciliation and posting. Billing can reconcile before month-end because files land in a dated shared folder.
Overview
When credit note attachments live in inboxes, billing teams waste time finding documents and miss posting windows. This flow files each non-image credit note into a dated shared folder with a timestamp, so billing can reconcile and post before month-end.