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02-11-2021, 10:04 AM #7
Interesting. The mislabel never really irked me. Open a PDF, you see its Chase acct ending #3341 for April, and 2 seconds later just close the tab and rename Apr 3341. But to each his own, everyone is different and there really isn't a right or wrong answer here, it just boils down to personal preference.
To piggyback on this, I get pretty snarky when I get either dropbox links, or merchant login info as opposed to attached docs. To me, this pretty much translates to:
"hey.. here's a deal. Go fetch the statements and everything you need, then process and then pay me thanks".
If I'm doing your job for you I'll be taking the compensation too. I am not your secretary. Either do your job or take it elsewhere.
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