Skip to content
Templates
Create payment tracker row from new payment record

Create payment tracker row from new payment record

Your payment records and invoice attachments sit in your database without ledger rows, delaying reconciliation. Produce tracker rows and attach file links so bookkeeping staff can reconcile same day.

Create payment tracker row from new payment record

Workflow preview:

Zap details:

Overview

Unreconciled payments and missing attachments force manual lookups and slow month-end close. This flow captures each payment as a tracker row and stores file links so bookkeeping staff can reconcile and close same day.

Create payment tracker row from new payment record