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Create dated POS export files in shared folder

Create dated POS export files in shared folder

Your tablet POS exports arrive by email as attachments and need manual renaming and filing, delaying accounting and daily reconciliation. The workflow saves and names each file for same-day review.

Create dated POS export files in shared folder

Overview

Manual handling of emailed POS exports creates delays and reconciliation gaps for accounting and shift managers. Implement this flow to ensure every daily export is named and filed so your teams get ready-to-review files for same-day accounting.

Create dated POS export files in shared folder