For IT: Create holding payment records from e-sign releases

IT staff miss e-signed release details, causing missed payment requests and reconciliation gaps. Create standard holding transactions so finance can process disbursements without missed requests.

Overview

Missed e-signed release entries create reconciliation gaps and delay outgoing payments, exposing finance to compliance risk. This workflow captures each completed e-sign and creates standardized holding transactions so requests never get lost and audit trails remain intact. Finance gets faster handoffs and far fewer manual entries.

Notable Features

Create holding transaction records
Route requests to finance queue
Attach signed release for audit