Keep rent attachments organized and accessible for finance
Keep rent attachments organized and accessible for finance
Finance staff miss rent attachments in crowded inboxes, risking incomplete reconciliations. Save and consistently name rent attachments to a shared drive so finance finds files for month-end close.
Overview
Lost rent attachments jeopardize month-end close and create audit gaps. This workflow captures, consistently names, and files every rent revenue attachment into your shared drive and alerts finance staff so reconciliations begin without searching email and audit trails are preserved.
Notable Features
- Save rent attachments automatically
- Name files with month identifiers
- Notify finance when documents arrive