Save dated receipt files from card attachments to folders
Save dated receipt files from card attachments to folders
Your expense card attachments are scattered across project cards, delaying invoice matching and blocking approvals. Billing staff can reconcile expenses same day.
Overview
Scattered card attachments slow down reconciliation and delay approvals for payment runs. This flow centralizes, names, and files each receipt into the correct job folder so billing and accounts payable can reconcile and approve same day, reducing exception handling.