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Create dated payment row from received payment emails

Create dated payment row from received payment emails

Your payment emails arrive untracked, so amounts and notes are missed and reconciliation stalls. Billing staff can reconcile and post entries the same day because each payment is logged into a dated sheet.

Create dated payment row from received payment emails

Overview

Unstructured payment emails force manual copying and slow reconciliation, costing your billing team time and visibility. This flow extracts payment details and appends them to a dated worksheet so billing can reconcile and post entries the same day, improving cash posting speed and auditability.

Create dated payment row from received payment emails