Upload monthly P&L attachment and start review process
Upload monthly P&L attachment and start review process
Your emailed Profit & Loss reports arrive in inbox threads and leave month-end reconciliation waiting. Saved files and a review prompt keep month-end close moving same day.
Overview
When monthly P&Ls land in your inbox they often sit unprocessed and slow month-end close. This flow files the canonical report, nudges the reviewer, and updates your trigger sheet so reconciliation can proceed same day.