Keep marketing ops payment ledger accurate and reconciled

Marketing ops see payment recovery changes create duplicate records and aging In Progress rows, causing reconciliation errors. It consolidates resolved cases into one ledger for reconciliation.

Overview

When recovered payments linger in In Progress, marketing ops and finance face reconciliation gaps and audit headaches. This workflow consolidates resolved cases into a single Resolved ledger and removes originals so finance works from one accurate list; finance teams report cleaner ledgers and fewer reconciliation exceptions.

Notable Features

Move resolved rows to ledger
Delete resolved entries from In Progress
Notify finance of ledger changes