Keep finance ledgers updated when billing payments arrive

Finance teams miss billing payments in ledgers, causing reconciliation gaps. This adds amount, date and method to the master order sheet so finance can reconcile and report reliably.

Overview

Missed or late payment entries create reconciliation gaps and unreliable reporting for finance. This workflow records payment amount, date, and method into the master order sheet and flags unmatched payments, closing reconciliation gaps and giving finance a dependable ledger for reporting.

Notable Features

Record payment amount and method
Update master order row on match
Alert finance of unmatched payments