Create payment tracker items from new online charges

Incoming payments arrive untracked, causing manual lookups and reconciliation delays for billing. Billing staff reconcile records the same day when each payment is logged to a central tracker.

Overview

Unrecorded payments create manual reconciliation work and obscure cash visibility; centralizing payments into a single tracker removes that friction. Your billing staff and Chief of Staff get reconciled records and clear cash visibility the same day, ahead of weekly close.