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Create payment ledger rows from incoming e‑transfer emails

Create payment ledger rows from incoming e‑transfer emails

Your e-transfer receipt emails contain payment details that go unrecorded and delay reconciliation. Capture those fields into a central payments sheet so billing staff can reconcile same day.

Create payment ledger rows from incoming e‑transfer emails

Overview

When e-transfer receipts live only in inboxes, billing staff waste time hunting amounts and reference numbers at month end. This flow captures those payment details into your ledger automatically so billing staff and owners can reconcile same day and avoid surprises at close.

Create payment ledger rows from incoming e‑transfer emails