Create trustee payment rows from new bank transactions
Create trustee payment rows from new bank transactions
Your trustee bank transactions hit accounting without project records, leaving budgets and reconciliation fragmented. They get logged to a shared finance table and stakeholders are notified same day.
Workflow preview:
Zap details:
Overview
When trustee payments arrive in the ledger without project context, reconciliation slows and budgets scramble. This flow logs each trustee transaction to a shared project finance table and pushes alerts so project managers and finance see the change the same day.