Archive expense records and clear ledger entries on closure
Archive expense records and clear ledger entries on closure
Expense records and linked ledger lines stay active after closure, causing duplicate payouts and reconciliation delays. It archives entries and clears fields so finance can close the books same day.
Workflow preview:
Zap details:
Overview
When closure events arrive outside your books, ledger lines can remain active and cause duplicate payouts or reconciliation churn. This flow flags expense and ledger rows as archived and clears redundant fields so finance can complete month-end close the same day.