Workflow Template Library
Getting started doesn't need to be hard work. Browse our growing collection of workflow templates and import them straight into your workspace.
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- Bookkeeping
- Global
Paypal bank statements
A simple workflow template for pulling monthly bank statements from Paypal.
If you have clients using Paypal then assign them this simple monthly workflow...
Every month receive a reminder to pull down the Paypal bank statements, upload them into Receiptbank (or similar) and finally notify the contractor with a simple email template.