Replace daily signing CSV in shared cashflow report
Replace daily signing CSV in shared cashflow report
Unfiled signing CSVs in your inbox delay cashflow visibility and slow same-day billing. Keep the shared cashflow report current so billing staff can reconcile and invoice before the next billing run.
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Overview
When signing CSVs sit in email, billing loses same-day visibility and reconciliation slows. This flow moves each signing CSV into your shared cashflow report automatically, giving billing staff same-day reconciliation and ready-to-send invoices before the next billing run.