Keep business owners' bank deposits linked to reports

Business owners see closing reports unlinked to deposits, creating reconciliation gaps at month-end. It links reports to deposits so finance reconciles from a single audit trail.

Overview

Unlinked closing reports create audit gaps and slow month-end reconciliation. This workflow ties every closing report to its bank deposit so finance and operations work from a reconciled audit trail, eliminating manual lookups and reducing reconciliation delays.

Notable Features

Link closing reports to deposits
Append report ID to deposits
Notify finance of linked records