Save cleaned deposit PDFs to drive and alert team
Save cleaned deposit PDFs to drive and alert team
Protected PDF deposit emails block accounting and force manual unlocking. Sanitize attachments and post the link to your team so deposits are reconciled same day.
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Overview
Locked deposit PDFs create unnecessary manual work for accounting and slow reconciliation. This flow unlocks and stores payment documents and posts the file link to your team so deposits are reconcilable the same day.