Save incoming billing PDFs into each client folder
Save incoming billing PDFs into each client folder
You receive invoice PDFs with no consistent folder, so client files get buried and approvals stall. Project managers and billing staff can review files the same day.
Overview
Unfiled invoice PDFs create friction between project and billing teams and slow approvals. This workflow captures each incoming billing attachment, places it in the matching client folder, and names it consistently so teams can find and review files the same day.