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Create tracking rows for each new request card

Create tracking rows for each new request card

Your payment request cards can go untracked, stretching reconciliation and delaying approvals. Capture rows in a shared spreadsheet for reporting and monthly reconciliation same day.

Create tracking rows for each new request card

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Overview

Untracked request cards create reconciliation gaps and slow approvals. This flow logs every new card into a shared sheet for project managers and program coordinators, so reporting and monthly reconciliation are ready the same day.

Create tracking rows for each new request card