Skip to content

Create posted payment records from mobile form submissions

Your field payment submissions often lack ledger entries and delay reconciliation. Payments are posted to accounting automatically, keeping books reconciled the same day.

Create posted payment records from mobile form submissions

Workflow preview:

Zap details:

Overview

Field payments submitted on the road often never make it into accounting, creating reconciliation work and reporting gaps. This flow posts those submissions as payment records and updates your statement rows so finance has reconciled entries the same day.

Create posted payment records from mobile form submissions