Create certificate request when payout task is checked

Your payout checklist lacks an automatic handoff, delaying certificate creation and stalling reconciliation. This gives finance coordinators a clear cue to issue payout certificates same day.

Create certificate request when payout task is checked

Overview

Manual handoffs after a payout task are a common bottleneck that delay certificate issuance and reconciliation. This flow posts clear payout details to your finance channel instantly, giving coordinators a same-day cue to produce certificates and close the payout loop.

Create certificate request when payout task is checked