Upload and route settlement attachments to recon and archive folders
Upload and route settlement attachments to recon and archive folders
Your VA settlement emails include multiple attachments that are easy to miss, delaying reconciliation. Files are saved to recon and archive folders so your finance team can complete matching same day.
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Overview
Stop manual downloads and folder hunting for settlement reports; ensure your reconciliation specialists receive organized files the moment they arrive in inboxes. That direct handoff reduces processing friction and helps the team finish matching same day.