Finance teams: email commission statements and archive

Finance coordinators updating commission sheets fail to email non-broker statements, causing payout delays and gaps in accounting records. The workflow emails recipients and archives copies, ensuring accounting keeps records searchable.

Overview

Late or missing commission statements create payout friction and audit gaps for finance teams. This workflow ensures every updated commission row triggers an emailed statement plus an archived copy, eliminating manual file searches and protecting your accounting audit trail. Finance leaders get consistent distribution and a searchable record of every statement.

Notable Features

Send non-broker statements by email
Save archived copies to mailbox
Filter rows and attach PDFs