Store incoming invoices and log to tracking sheet
Store incoming invoices and log to tracking sheet
Your invoice emails and PDFs sit unfiled in inboxes, delaying billing. It files attachments into month and AR folders and logs them to a tracking sheet so finance can act before the billing run.
Overview
If invoice PDFs sit in inboxes unfiled, billing and reconciliation slow and payments can be delayed. This flow extracts invoice dates and numbers, files PDFs into month/AR folders, and logs a ledger row so finance can reconcile before the next billing run.