Convert emailed trust CSV to central reconciliation sheet
Convert emailed trust CSV to central reconciliation sheet
Incoming trust transfer CSVs sit in email unprocessed, creating reconciliation gaps for billing staff. Keep a converted central sheet updated so billing staff complete reconciliations before month-end.
Overview
When trust transfer CSVs pile up in inboxes, reconciliations stall and audit prep becomes manual. This flow converts and stores those CSVs as a central spreadsheet so billing staff can finish reconciliations before month-end.