Education founder: add accounting tags to training payments

Founders see Custom Training Plan payments lack accounting tags, causing mis-codes and reconciliation. This workflow adds standardized accounting-mapping metadata so finance can code payments reliably.

Overview

Missing accounting mapping on training payments creates mis-coded transactions and extra reconciliation work for education founders. This workflow ensures Custom Training Plan payments carry standardized accounting metadata, creating a clean audit trail and removing manual coding from finance.

Notable Features

Attach accounting tags to payments
Filter only Custom Training Plan payments
Update payment records in accounting