Save receipt file and create expense log entry
Save receipt file and create expense log entry
Your expense records often lack attached receipts, causing manual downloads and duplicate processing. It saves the receipt to shared storage and creates a tracking row for same-day reconciliation.
Overview
If project expenses arrive with missing or siloed receipts, reconciliation and approvals slow to a crawl. This flow captures the attachment, formats the amount, and logs a single tracking row so finance and PMs can reconcile same-day, ahead of month-end.