Log incoming e-transfer emails to payments tracker sheet
Log incoming e-transfer emails to payments tracker sheet
Your e-transfer emails sit untracked in your inbox, delaying reconciliation and causing missed postings. Capture parsed transfer details to a payments sheet so billing staff can reconcile the same day.
Overview
Untracked e-transfer notices slow reconciliation and create month-end uncertainty. This workflow captures transfer references and amounts into a payments sheet automatically so billing staff can reconcile and close batches the same day.