Keep project managers informed on closed transaction handoffs

Project managers miss forwarding closed transaction fees, creating sandbox processing gaps and manual handoffs. It forwards filtered financials to integrations, ensuring sandbox processing and consistent cross-system handling.

Overview

Missed or manual sandbox runs create operational risk and force project managers into firefighting. This workflow ensures every closed transaction and cleaned fee set reaches the right integration endpoint, eliminating manual transfers so cross-system handling stays consistent and reliable.

Notable Features

Route closed transactions to integrations
Filter out zero-amount fee entries
Trigger sandbox processing on receipt