Create sales ledger rows for approved online charges
Create sales ledger rows for approved online charges
Your completed payments aren't reaching the sales ledger, delaying reconciliation and obscuring project revenue. Log each charge as a row so billing and project leads can reconcile same day.
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Overview
When charges skip your ledger, reconciliation drags and project revenue visibility blurs. This flow captures qualifying charges and logs them into a single sales worksheet, enabling billing staff and project leads to reconcile same day.