Save dated files from revenue emails into shared drive
Save dated files from revenue emails into shared drive
Revenue email attachments sit in your inbox, causing reconciliation gaps at month end. They are saved to a shared folder with month-stamped filenames for quick retrieval before close.
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Overview
Scattered revenue PDFs slow month-end close and force manual hunting for source files. This flow captures revenue attachments, gives them a month-stamped filename, and deposits them into a shared drive so accounting can find and match files before the next close.