Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Check emailed requests and confirm each valid table entry by ID.
Turn emailed entry requests into database rows, with a reply that confirms the ID or tells the sender what to fix.
Email ready view exports to the teammate handling each handoff.
Your partner handoff uses the columns and rows you prepared in your saved view. The CSV arrives by email with a row count and field notes.
Place the roster CSV and rows needing review in the handoff folder.
You get a clean CSV from revised Excel rosters, plus a matching list of rows to correct in your shared handoff folder.
Convert handoff workbooks to CSV and report data row counts.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.