Save incoming statement attachments to shared drive folder
Save incoming statement attachments to shared drive folder
Your statement attachments sit in a monitored mailbox and can be overlooked, delaying reconciliations. Files are saved to a shared drive so billing staff can reconcile accounts same day.
Overview
When statement attachments pile up in monitored inboxes, AP and procurement can't start reconciliations on time and payments stall. This flow archives attachments to a shared drive and flags the source email, giving billing and procurement immediate access for same-day reconciliation.