Save transaction email attachments into year-based client folders
Save transaction email attachments into year-based client folders
You get transactional PDFs by email that pile up unread, delaying reconciliation and audit prep. Files are routed into year-and-client folders for fast retrieval and same-day reconciliation.
Overview
Incoming transaction PDFs often sit unread in inboxes and slow down reconciliation and audit readiness. This workflow extracts attachments, standardizes names, files them into year-and-client folders, and confirms upload to the thread so accounting and IT can retrieve records within minutes.