How to Organize Invoice Attachments from Email

Move invoice attachments out of individual inboxes and into a shared, reviewable expense workflow.

🎯 What this checklist protects

For teams receiving supplier invoices by email, the practical target is to prevent important attachments from disappearing inside long threads. A checklist is useful because document work fails through small omissions: a missing edge, an uncertain date, a duplicate attachment, or an export row that no longer points to its source.

🧰 Preparation