Save qualifying email attachments into a dated cloud folder
Save qualifying email attachments into a dated cloud folder
Your emailed transaction reports and attachments sit unread, delaying reconciliation for billing staff. Files are saved to dated cloud folders for immediate access and same-day reconciliation.
Overview
Incoming transaction reports often sit in inboxes and slow down reconciliation; this flow captures those emails and deposits attachments into dated cloud folders for billing staff and project managers. That removes manual filing, reduces search time, and ensures files are available for same-day reconciliation.