Create EFT submission records for finance processing team
Create EFT submission records for finance processing team
Your EFT and W-9 submissions go unrecorded, forcing manual entry and delaying reconciliation for billing staff. Capture validated payment records into your finance table for same-day reconciliation.
Overview
Unrecorded EFT and W-9 forms create manual work and slow reconciliation, costing time for billing staff. This flow captures completed payment forms into your finance table automatically so reconciliations can happen same day and deposits aren't delayed.