Create dated payment receipt files for specified office
Create dated payment receipt files for specified office
When payment emails arrive with image receipts, you can't quickly match them to your office deposits. Save dated receipt files to a central folder for same-day reconciliation.
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Overview
Payment emails with receipt images often scatter across inboxes and slow reconciliation. This workflow captures attachments, gives them date-first filenames, and stores them centrally so billing staff can close day-of reconciliations faster.