Save commission emails into dated AR folders by insurer
Save commission emails into dated AR folders by insurer
Your commission emails arrive unfiled, burying PDF statements and delaying reconciliation. They are saved to dated insurer folders and tagged for same-day reconciliation.
Overview
Commission PDFs sitting in an inbox slow reconciliation and obscure cash visibility; this flow files those PDFs into dated, insurer-specific folders and tags the original emails. Your billing staff and you can find statements and complete reconciliation the same day.