Save office payment screenshots to central folders for billing and audit
Save office payment screenshots to central folders for billing and audit
Your deposit screenshots arrive unfiled from form submissions, slowing reconciliation. Save them into payment folders so billing and project managers can reconcile same day.
Overview
Unfiled payment screenshots create reconciliation delays and audit friction for your billing team. This flow automatically files deposit slips and queue snapshots into designated payment folders so billing and project managers can reconcile and report same day.