Keep marketing ops updated on booking payments

Marketing ops lose booking balances when 'Booking' debits go unposted, causing reconciliation gaps. Posting payments to the booking record keeps paid balances current for reconciliation.

Overview

Unposted booking debits create reconciliation gaps and misreported campaign spend that frustrate finance and marketing ops. This workflow posts each 'Booking' debit to its booking record so finance and ops work from the same paid balance, eliminating missed postings and making reconciliation straightforward.

Notable Features

Post booking debit to record
Alert finance and ops on update
Keep paid balances up to date