Capture e-transfer receipts as dated PDFs for business owners
Capture e-transfer receipts as dated PDFs for business owners
Business owners miss e-transfer emails in busy inboxes, causing audit gaps. Archive them as dated PDFs in year/month folders so finance teams maintain searchable payment records.
Overview
Lost e-transfer notifications create audit risk and messy reconciliations for finance. This workflow captures every e-transfer email as a dated PDF and files it into year/month folders, eliminating lost receipts and producing searchable payment records so finance can close periods with confidence.
Notable Features
- Capture e-transfer emails as PDFs
- Organize files into year/month folders
- Add searchable timestamps and filenames