Upload bookkeeping PDFs from cloud to accounting records
Upload bookkeeping PDFs from cloud to accounting records
You save invoices and receipts to a shared folder, and unfiled uploads delay bookkeeping and cause month-end surprises. They reach your accounting records for posting and review the same day.
Overview
When invoice PDFs sit in a shared folder they often never make it into bookkeeping, costing time at month-end. This flow moves qualifying files into your accounting records and alerts owners on failure, so billing staff and your bookkeeper have complete records the same day.