Upload and forward invoice PDFs to shared drive
Upload and forward invoice PDFs to shared drive
Your incoming invoice PDFs sit in labeled mail threads, causing delayed approvals and mismatched filenames. Files get parsed, renamed, and shared to purchasing for same-day processing.
Overview
Invoices buried in inboxes slow payments and tie up your AP staff. This workflow extracts PDFs, gives them consistent filenames, stores them in the shared drive, and forwards them to purchasing for same-day processing.