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LedgerDock
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Mail

Give the client one address. What they send lands here, attachments included.

27 seconds, with voice and captions. The company on screen is a demo with invented books.

The steps

  1. Each company has its own mail address, shown at the top. “Copy” it and give it to the client.
  2. What the client sends arrives in the Inbox, with its attachments.
  3. Attached statements and receipts are filed for you, the same way as an upload.
  4. “Write” sends mail from this company's mailbox. Sent and All mail keep the rest.

What the video says

Every word, written out

Mail. Each company has its own mail address, shown at the top.

Copy it, and give it to the client.

What the client sends arrives in the Inbox, with its attachments. Attached statements and receipts are filed for you, the same way as an upload.

Write sends mail from this company's mailbox. Sent, and All mail, keep the rest.

Try it on your own books. One set of books is free.