IT: Record payment confirmation dates for reconciliation
IT: Record payment confirmation dates for reconciliation
IT teams see payment rows undated when status flips to DONE, creating reconciliation gaps and audit risk. This workflow adds confirmation dates on DONE, giving finance reliable timestamps for reconciliation.
Overview
Undated payment records create reconciliation headaches and expose finance to audit risk. This workflow ensures every payment marked DONE receives a confirmation date, removing manual lookups and giving finance a reliable timestamped record. The result is clearer audit trails and fewer reconciliation exceptions.
Notable Features
- Stamp confirmation date on change
- Filter for DONE payment status
- Write timestamp to payments ledger