For nonprofit leaders: prevent missed payments to recipients

Executive directors face approved ID backlogs, causing missed participant payments and audit gaps. Create payment records and release funds so finance and program staff fulfill payments and logs.

Overview

Participant payments slip when verification approvals pile up, exposing programs to missed disbursements and audit gaps. This workflow creates payment records and triggers payouts as approvals post, eliminating missed payments and preserving an auditable trail for finance and program staff.

Notable Features

Create payment records automatically
Trigger participant disbursements automatically
Log payments to audit spreadsheet