Bookkeeping Global

Bank statement request

A simple workflow with an automated email to request bank statements from clients each month.

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Not all clients will have bank feeds connected to their cloud accounting platform, and you'll need to request them manually.

Apply this monthly workflow template to send out an automated email each month requesting them to be sent in.

Edit the email to insert a secure upload link to have the documents uploaded directly into Pixie.

Bank statement request DOWNLOAD TEMPLATE