Save emailed financial statements to shared reports folder
Save emailed financial statements to shared reports folder
Your financial statement emails often sit in inboxes, with attachments scattered and month-end review delayed. They're saved to shared reports folder so you and accounting can review before month-end.
Overview
When statement emails pile up in an inbox, files get lost and month-end close slows down; this flow automatically captures attachments and saves them to your reports folder. It gives the managing partner and accounting staff immediate access so reviews finish before month-end.