Store client receipt attachments in year folders by client
Store client receipt attachments in year folders by client
Your emailed client receipts pile up in a general inbox and delay bookkeeping and tax prep. Files are routed to per-client, year folders so reconciliations finish ahead of monthly close.
Overview
When receipt PDFs pile up in an inbox, reconciliation stalls and tax prep slips toward month-end. This workflow files emailed receipts into per-client, year folders so your bookkeepers can close reconciliations ahead of monthly close.