For business owners: mark payment-request tickets as paid
For business owners: mark payment-request tickets as paid
Business owners miss outgoing transfers that don't match payment-request tickets, causing reconciliation gaps. It posts payment details and remaining balance so finance can reconcile faster.
Overview
Reconciliation gaps from unmatched outgoing transfers expose businesses to financial drift and manual firefighting. This workflow links bank transfer events to payment-request tickets, keeping ticket status and remaining budgets accurate so finance and support can reconcile with confidence.
Notable Features
- Mark related payment-request ticket as paid
- Update remaining budget field automatically
- Notify finance and support on mismatch