Attach incoming email receipts to matching project items
Attach incoming email receipts to matching project items
Your email receipts are unlinked in the inbox, delaying reconciliation and campaign expense tracking. This speeds approvals and clears records same day.
Overview
Unlinked email receipts create manual work for marketing ops and slow campaign reconciliation. This workflow automatically exports attachment files, finds the right project item, and attaches receipts so program coordinators can complete approvals and close reconciliation same day.