Save invoice attachments to year and month folders
Save invoice attachments to year and month folders
Invoice emails and PDF receipts in your inbox slow vendor payments and hide project costs. Files are stored into year/month folders so billing and project teams can find invoices same day.
Overview
Unfiled invoice PDFs slow reconciliation and waste project time. This flow extracts invoice attachments from email and archives them into year/month folders so billing and project leads can find and act on invoices same day.