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Create payment PDFs from e-transfer emails to shared folder

Create payment PDFs from e-transfer emails to shared folder

Your e-transfer notification emails sit unfiled and delay reconciliation. Files are created with consistent names so billing staff can reconcile payments same day.

Create payment PDFs from e-transfer emails to shared folder

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Overview

Manual saving and renaming of transfer notifications slows reconciliation and risks missed deposits. This flow converts each notification into a named PDF stored in the shared payments folder, letting billing teams reconcile payments same day.

Create payment PDFs from e-transfer emails to shared folder