Business owners: capture e-transfer receipts into finance ledger
Business owners: capture e-transfer receipts into finance ledger
Business owners miss e-transfer emails in busy inboxes, causing unrecorded receipts and reconciliation gaps. Logging sender, amount and date to your finance sheet lets reconciliation start immediately.
Overview
Untracked e-transfer receipts create blind spots in cash and reconciliation for business owners. This workflow routes every payment notice into your finance sheet and alerts you to mismatches, delivering a clear audit trail so reconciliation can begin immediately.
Notable Features
- Capture sender, amount, and date
- Add entries to your finance sheet
- Notify owner of unmatched receipts