Add bank transaction emails to project ledger sheet
Add bank transaction emails to project ledger sheet
Your bank transaction emails sit in your inbox untracked, causing reconciliation gaps and delayed budget approvals. Record each email to a transactions sheet so project managers see entries same day.
Overview
Unrecorded transaction emails create reconciliation blind spots and slow approvals. This flow captures qualifying bank messages into a central transactions sheet so project managers and finance coordinators can reconcile and approve entries the same day.