Save submitted PDFs into standardized client folder structure
Save submitted PDFs into standardized client folder structure
Your PDF submissions sit in the intake table and delay bookkeeping tasks and client deliverables. Files are saved into organized client folders for immediate access and same-day reconciliation.
Overview
When incoming PDF submissions pile up in your intake table, bookkeeping slows and client deadlines slip; this flow routes each file into a standardized client folder and applies consistent naming. That puts receipts and documents into staff hands within minutes and keeps reconciliations on schedule.