Create resolved sheet rows from completed worklist entries
Create resolved sheet rows from completed worklist entries
Your payment-tracking rows flagged as recovered, upgraded, overdue, or cancellation requests clog the active sheet and delay campaign reconciliation. The entry is archived and removed same day.
Overview
Stop manual cleanup from slowing reconciliation and reporting for campaign managers. This flow archives qualifying payment-tracking rows and removes active entries so your ops team has accurate records and same-day reporting readiness.