Engineering: Capture and log e-transfer notifications to ledger
Engineering: Capture and log e-transfer notifications to ledger
Engineers scanning inboxes miss e-transfer notices, causing untracked receipts and audit gaps for finance. So finance keeps a payments ledger for reconciliation and avoids missed deposits.
Overview
Untracked e-transfer emails create audit gaps and reconciliation headaches for finance. This workflow captures sender, email, date and amount from each notification and writes them into a central payments sheet while labeling processed messages. The result is cleaner ledgers, fewer missed deposits, and simpler month-end reconciliation.
Notable Features
- Scan inbox for e-transfer notices
- Extract sender email date and amount
- Label processed emails to prevent duplicates