Keep operations and finance aligned after batch runs

Operations coordinators running scheduled exports face stale invoice and company records, causing delayed reconciliation and noisy finance reports. This workflow updates records after each batch run so finance and ops have current invoice data for clean reporting and easier reconciliation.

Overview

Stale invoice and company records create reconciliation gaps and unreliable finance reports. This workflow ensures each scheduled batch run updates company records and routes exceptions to finance, eliminating stale data and reducing manual fixes. Operations and finance get current invoice data for cleaner reporting and smoother reconciliation.

Notable Features

Update company records after batch runs
Flag export exceptions for review
Send batch summaries to finance