We’ve just rolled out some exciting new features to our P21 Integration tool!
Now, after each successful action, documents can be automatically moved to a designated folder—streamlining your workflow even further.
Here’s how it works:
Imagine you have a folder for AP invoices that have already been processed in P21 but are still awaiting payment. As long as those invoices include the voucher number in a user field, our tool can automatically query P21 for payment details. Once the payment information is available, the check number, payment date, and amount are added to the document—and the file is seamlessly moved to your “Paid” folder.