Finance coordinators capture UTRs from emailed CSV files
Finance coordinators capture UTRs from emailed CSV files
Finance coordinators miss transaction references in emailed CSVs, causing reconciliation exceptions and manual lookup delays. Extract UTRs into your reconciliation queue so payments get matched faster.
Overview
Small finance teams risk reconciliation exceptions when UTRs are buried in emailed CSVs. This workflow captures and posts UTRs straight into your reconciliation queue, removing manual lookup and surfacing exceptions sooner for resolution.
Notable Features
- Extract UTRs from emailed CSVs
- Post references to reconciliation workflow
- Flag unmatched payments for review