Keep finance import CSVs current in your import folder
Keep finance import CSVs current in your import folder
Finance staff miss updated revenue CSVs when email attachments get buried, causing stale imports. This flow replaces the CSV in your import folder when received, ensuring imports use the latest file.
Overview
Outdated revenue exports create audit and reconciliation risk for finance staff. Replacing the import CSV automatically preserves a single source of truth, eliminates missed imports, and gives finance teams confidence during scheduled reconciliations.
Notable Features
- Replace import CSV on receipt
- Verify filename and sender before replace
- Notify finance staff when updated