Create settlement tracking rows from new case entries
Create settlement tracking rows from new case entries
Settlement items land in case management without a consolidated ledger, so coordinators and billing lack payout context. Create a central sheet row per settlement to give coordinators and billing records same day.
Workflow preview:
Zap details:
Overview
Settlement details that don't land in a central ledger force coordinators and billing into manual lookups and delayed invoicing. This flow captures each settlement as a standardized sheet row, delivering same‑day, auditable records that reduce follow-up and speed month‑end reconciliation.