For project managers: capture payment proof for reconciliation
For project managers: capture payment proof for reconciliation
Project managers miss deposit slips in uploads, creating reconciliation gaps and audit risk. It files uploaded proofs to a central folder so finance can reconcile and auditors find receipts.
Overview
Missing deposit slips create reconciliation delays and raise audit exposure for projects. This workflow captures every payment proof and stores files with project metadata in one auditable location, so finance and project managers can reconcile faster and auditors can locate receipts without manual searching.
Notable Features
- Save uploaded slips to cloud
- Name files with project metadata
- Notify finance about missing proofs