Send invoice PDFs from shared inbox to accounting upload
Send invoice PDFs from shared inbox to accounting upload
Invoice emails with PDF attachments in your shared inbox block accounts from posting bills and delay payment runs. Invoices are then available for processing before the next payment run.
Overview
Invoices stuck in shared inboxes create manual work and delay payment cycles. This workflow forwards invoice attachments straight to your accounting upload so bills are ready for processing within minutes and before the next payment run.