Forward new payment receipts to treasury processing inbox

Your payment receipt emails with PDF attachments sit untriaged in shared inboxes and delay posting and reconciliation. Forward them to treasury so payments are matched and reconciled the same day.

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Overview

When payment receipts land in shared inboxes, posting and reconciliation stall and your finance staff spend time searching for originals. This flow forwards the original message and attachments directly to your treasury owner so receipts are processed and matched the same day.