Create sales receipts from daily report CSV attachments
Create sales receipts from daily report CSV attachments
Daily sales report emails with CSV attachments leave receipts unrecorded and stall reconciliation. This posts rows as sales receipts so accounting has accurate records for same-day close.
Overview
When daily report emails sit in an inbox, billing and reconciliation lag and cash visibility suffers. This flow turns each CSV row into a posted sales receipt so your billing staff and accountants get same-day records and faster close visibility.