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Create daily client payment records in your accounting ledger

Create daily client payment records in your accounting ledger

Unrecorded daily practice payments delay reconciliation and produce inconsistent cash reports. It posts matched payments to your ledger so billing staff can reconcile the same day.

Create daily client payment records in your accounting ledger

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Overview

Unrecorded client payments create reconciliation bottlenecks and slow your close. This flow captures daily payments from your practice platform and posts them to the ledger so billing staff can reconcile the same day and keep cash reporting current.

Create daily client payment records in your accounting ledger