Business owners route contribution PDFs to finance inbox
Business owners route contribution PDFs to finance inbox
Business owners lose contribution statements in busy inboxes, causing processing delays and missed reconciliations. Forward attachments to accounting intake so finance can start reconciliation faster.
Overview
Missed contribution statements create reconciliation gaps and audit risk for finance leaders. This workflow routes contribution PDFs to accounting intake with standardized filenames and notifications, eliminating manual forwarding so finance can begin reconciliation without delay.
Notable Features
- Forward contribution attachments to intake
- Filter emails by sender and subject
- Notify finance team on receipt