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Create currency close task from payment form submission

Create currency close task from payment form submission

Your currency settlement forms arrive without context, stalling finance from assigning payment work. Tasks are created for each submission so coordinators can triage and process payments the same day.

Create currency close task from payment form submission

Overview

When currency settlement submissions arrive unstructured, finance can't assign or act and supplier releases stall. This flow converts each submission into a routed task and assigns owners so payments are triaged and processed the same day.

Create currency close task from payment form submission