Keep law firm cash-flow sheets current from emailed CSVs
Keep law firm cash-flow sheets current from emailed CSVs
Finance managers at law firms get new matters CSVs by email, leaving the master cash-flow sheet stale and jeopardizing forecasting and billing prep. Auto-replace keeps forecasts current for billing.
Overview
Finance managers risk stale forecasts and billing delays when matters CSVs sit in inboxes. This workflow replaces the master cash-flow spreadsheet as files arrive, keeping forecasts current and billing prep ready. It eliminates manual file swaps and creates an audit trail for finance.
Notable Features
- Replace master spreadsheet on receipt
- Validate and format CSV file
- Notify finance of each update