Keep IT's credit-control sheet clean when payments arrive

IT admins manually reconcile paid invoices in the credit-control sheet, causing stale AR and reconciliation delays. Automated removal keeps AR current and avoids manual reconciliation.

Overview

Stale accounts receivable and manual reconciliation expose finance to reporting risk and audit friction. This workflow removes paid invoice rows when payments arrive, keeping AR current, eliminating reconciliation churn, and preserving a clear audit trail.

Notable Features

Delete paid invoice rows
Match payments to invoice IDs
Append audit log for compliance