Keep ops spreadsheets current for accurate finance reporting

Operations coordinators miss transaction events, causing reporting and reconciliation gaps for finance. Centralize events into one ops spreadsheet so finance has a reliable source for reconciliation.

Overview

Missed transaction events create reconciliation headaches and unreliable reports for finance. This workflow consolidates customer, order, invoice, and payment events into a single ops spreadsheet, eliminating gaps and giving finance a dependable source for reporting. Expect faster reconciliations and fewer manual correction cycles.

Notable Features

Add transaction rows to spreadsheet
Filter events by type and status
Notify ops of errors or duplicates