Assign next payment number to new payment record
Assign next payment number to new payment record
Payment records arrive without a clear sequence, causing reconciliation mismatches and manual fixes. The workflow assigns the next payment number so records are ordered for reconciliation before the next close.
Overview
Manual payment numbering causes reconciliation drift and forces finance into time-consuming fixes; this flow auto-assigns the next payment number as soon as a payment is recorded. Billing staff get ordered, reconciliation-ready transactions ahead of the next close.