Business owners keep monthly client statements organized and accessible
Business owners keep monthly client statements organized and accessible
Business owners receive monthly statement emails with attachments misfiled, causing reconciliation delays and reporting gaps. It files date-stamped reports into client folders so finance starts reconciliation.
Overview
Misfiled monthly statements create reconciliation delays and frustrate clients. By archiving date-stamped statements into each client folder, this workflow eliminates manual file searching and lets finance begin reconciliation without hunting for reports.
Notable Features
- Save attachments to client folders
- Create consistent date-stamped filenames
- Notify finance on missing attachments