Send transfer request files to accounts team daily
Send transfer request files to accounts team daily
Unprocessed transfer request forms in your shared folder delay billing and AP reconciliation. Send consolidated links and attachments so your accounts team can complete reconciliation same day.
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Overview
When transfer request PDFs pile up in folders, your billing team wastes time finding and assembling files before payments. This flow consolidates temporary download links into a single daily email, so accounts payable can reconcile and process transfers the same day.