Building materials presidents send daily EFTs to contacts
Building materials presidents send daily EFTs to contacts
Presidents in building materials miss uploaded daily EFTs, causing reconciliation delays and audit gaps. Immediate emails deliver each new EFT to the account contact and owner, enabling timely reconciliation and an audit trail.
Overview
Missed daily EFTs create reconciliation headaches and audit exposure for small building materials firms. This workflow routes each new EFT to the account contact and owner and archives a copy, eliminating missed EFT deliveries and closing audit gaps so finance can reconcile promptly.
Notable Features
- Email daily EFT files to contacts
- Notify president and account owner
- Archive sent files for audit