Keep vendor charge-back attachments centralized for sales ops
Keep vendor charge-back attachments centralized for sales ops
Sales ops miss vendor charge-back attachments in crowded inboxes, delaying reconciliation. Files land in a shared folder so finance and sales ops can begin reconciliation without missing charge-backs.
Overview
Missing vendor charge-back documents stalls reconciliation and forces finance and sales ops to hunt through inboxes. Route every attachment into a shared folder and notify reviewers so files are always accessible for reconciliation and reporting, reducing manual searching and enabling faster handoffs.
Notable Features
- Save vendor attachments to folder
- Filter attachments by file type
- Notify sales ops when files arrive