Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Email filtered report rows as CSVs with a row count.
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 dated extract and delivery note in the shared folder.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.