Project managers: keep pending settlements current in shared storage
Project managers: keep pending settlements current in shared storage
Project managers miss settlement updates when matching attachments sit in crowded inboxes, causing billing errors and reconciliation delays. Replacing the CSV ensures finance and PMs access latest file.
Overview
Stale settlement spreadsheets create billing errors and slow reconciliations for project managers and finance. This workflow replaces the central Pending Settlements CSV from matching email attachments, so everyone opens the same, up-to-date file and manual file swaps are eliminated.
Notable Features
- Replace central CSV from emails
- Detect matching attachments by subject
- Notify project managers and finance