Record bank transfer from payment emails into ledger
Record bank transfer from payment emails into ledger
Unrecorded payment emails leave cash entries incomplete and slow month-end reconciliation. Create ledger transfer records automatically so finance can reconcile cash same day.
Overview
When payment notification emails don't post to your ledger, reconciliation stalls and manual work piles up. This flow turns those emails into posted bank-transfer records and notifies finance so reconciliations can be completed same day.