Client email
Subject: Re: Your VAT records
“Hi, I've attached our bank statements and receipts. Let me know if you need anything else.”
A deadline, and an email that landed in the wrong place
Tom already sent his records — into the wrong inbox.
It's Tuesday. Friday's VAT return needs Tom's and Priya's bank statements and receipts. Tom has already emailed his — but they landed in John's inbox, not the firm's records intake, so the checklist still shows him as missing. Here's what that leads to, and what changes with Enarra.
What happens next
Records checklist
VAT return — records due Friday
- Tom — bank statements Missing
- Tom — receipts Missing
- Priya — bank statements Missing
- Priya — receipts Missing
Your checklist still says Tom is missing.
But Tom's email is sitting in John's inbox, not the records intake. Chase from this list and you'll chase Tom again — while Priya, who really hasn't sent anything, gets missed before Friday.
What Enarra does with Tom's email
-
Email recognised
Tom's email
Matched in this example
- Client matched — Tom
- Attachments found — bank-statement.pdf, receipts.zip
-
Documents routed
Approved document location
Illustrative — not a real integration
Tom / VAT / Q3
- Bank statement
- Receipts
-
Records checklist updated
VAT return — records due Friday
- Tom — bank statements Missing
- Tom — receipts Missing
- Priya — bank statements Missing
- Priya — receipts Missing
-
Chase prepared
Priya — bank statements and receipts
- Assigned to
- Practice owner
- Due
- Friday
- Next action
- Review and send the chase to Priya before Friday
- Status
- Chase prepared
What changed
Tom isn't chased twice, and Priya isn't missed
- Tom isn't chased for documents he already sent
- His records are visible in the right place
- The checklist reflects what has actually arrived
- The team can focus on records that are genuinely still missing
Reset or replay this example any time — nothing here is sent or saved.
Want to know who really owes you records?
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