Streamline draft bill creation from finance request forms

Finance staff get reimbursement forms missing attachments, causing stalled approvals and payment risk. Create draft bills with merged PDFs so approvers get complete records and approve payments faster.

Overview

Missing attachments stall approvals and expose payments to risk. This workflow converts each finance request into a draft bill with merged supporting PDFs, giving accounts payable approver-ready records and eliminating lost files; approval cycles shorten and payment errors drop.

Notable Features

Create draft bills from forms
Merge submission files into PDFs
Attach merged files to bills