Engineering: keep Care Cash claims auditable in CRM

Finance engineers miss Care Cash receipts on form submissions, causing approval delays and audit risk. Attach receipts to CRM opportunities so finance can review and maintain an auditable trail.

Overview

Missing Care Cash receipts create audit risk and stall approvals. This workflow ensures each submission becomes a CRM opportunity with attached receipts or follow-up tasks, giving finance a single auditable place to review and approve claims and reducing lost documentation.

Notable Features

Create CRM opportunities from submissions
Attach submitted receipts to opportunities
Flag missing receipts for review