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Create detailed payment records in your client ledger

Create detailed payment records in your client ledger

Incoming payments often lack linked client records, forcing manual lookups. It logs formatted payment rows and updates client status for faster month-end reconciliation.

Create detailed payment records in your client ledger

Overview

Unlinked card payments force manual lookups and slow your close process for small advisory practices. This workflow logs, formats, and links payments automatically so reconciliation and client statements are ready by month end.

Create detailed payment records in your client ledger