Create certificate request when payout task is checked
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.
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.