Accountants keep CPE transcripts attached to course records

Accountants processing CPE submissions miss uploaded transcripts, risking audit gaps. This attaches uploads to the correct course record so administrators keep audit-ready documentation.

Overview

Missing CPE transcripts expose accountants to audit risk and credit-tracking gaps. This workflow ensures every uploaded transcript lands on the correct course record, eliminating missing documentation and providing an auditable trail. Customers report faster audit readiness and fewer missing files.

Notable Features

Attach uploads to course records
Match submissions by course identifier
Notify administrators of missing files