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Update transaction workbook using emailed file each day

Update transaction workbook using emailed file each day

You get transaction emails with attachments in your inbox, leaving the central workbook out of date and blocking reconciliation. Keep the workbook current so billing staff reconcile ahead of close.

Update transaction workbook using emailed file each day

Overview

If transaction emails with attached reports sit in your inbox, the central workbook falls behind and reconciliation grinds to a halt. This flow pulls attachments and replaces the workbook automatically so billing staff reconcile faster and meet close schedules.

Update transaction workbook using emailed file each day