Send new invoice files to accounting and log
Send new invoice files to accounting and log
Invoice PDFs uploaded to a shared folder often go unnoticed, delaying receivables and reconciliation. It sends each invoice to bookkeeping and logs the transfer so records are complete same day.
Overview
Prevent invoice uploads from getting lost in shared drives by routing each PDF to your bookkeeping inbox and recording the transfer in a live ledger. Billing staff and owners get a complete audit trail and same-day visibility into receivables.