Create weekly purchase tape folder and copy file
Create weekly purchase tape folder and copy file
Your weekly purchase tape and trade folder are often missing or outdated, delaying billing and funding handoffs. Keep a dated file ready for billing and sales ops the same day.
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Overview
If your weekly purchase tapes aren't ready, billing and reconciliation stall and funding handoffs get delayed. This flow creates a dated folder and copies a prepared template automatically so billing staff and sales ops receive a ready file the same day the schedule runs.