For accounting system admins: catch lodgment errors fast

System admins miss lodgment errors in accounting inboxes, causing failed submissions and client filing risk. Send error emails to team chat and notify the TSM admin so issues are triaged quickly.

Overview

System admins risk client filing failures when lodgment errors go unnoticed in shared inboxes. This workflow routes and flags those error emails into team chat and alerts the TSM admin so issues are triaged before client impact; expect faster triage, zero missed follow-ups, and fewer manual inbox checks.

Notable Features

Filter emails for lodgment keywords
Send alerts to team chat
Notify TSM admin and backups