Keep business owners' payment files matched to records

Business owners lose receipts from payments spreadsheets, risking reconciliation and audit issues. New service files attach to the correct payment row, so finance reconciles transactions quickly.

Overview

Missing attachments create reconciliation headaches and audit exposure for finance owners. This workflow links newly published service and payment files to their spreadsheet rows, eliminating manual matching so finance can reconcile transactions with zero missed attachments.

Notable Features

Attach files to matching rows
Extract payment reference from filename
Update spreadsheet with file links