Skip to content
Add settlement files to tracker and alert controller before billing

Add settlement files to tracker and alert controller before billing

Your settlement documents sit untracked in the review folder, causing delayed postings and missed accruals. Finance gets a reconciled tracker and an email alert so the controller can post before the next billing run.

Add settlement files to tracker and alert controller before billing

Workflow preview:

Zap details:

Add settlement files to tracker and alert controller before billing