For business owners: capture receipt dates into revenue sheet
For business owners: capture receipt dates into revenue sheet
Business owners miss receipt dates in INX RECEIVED emails, causing reconciliation delays and audit gaps. It logs the email receipt date to your revenue sheet so reconciliations start promptly.
Overview
Missed receipt dates create reconciliation headaches and audit trail gaps for growing businesses. This workflow captures each email's receipt date into your revenue ledger and flags processed messages, eliminating manual lookups so reconciliations begin promptly.
Notable Features
- Log receipt dates to revenue sheet
- Label processed emails to prevent duplicates
- Find matching invoice and update row