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Keep project managers' reservation deposits recorded and reconciled

Project managers miss external deposits on confirmed reservations, causing reconciliation gaps. It posts deposits to the reservations ledger and notifies finance so reconciliations start quickly.

Keep project managers' reservation deposits recorded and reconciled

Overview

Missed external deposits create reconciliation headaches and audit risk for finance and project management. This workflow captures external reservation payments, records them in your ledger, and alerts finance so reconciliations start quickly and audit trails are complete.

Notable Features

  • Post deposit amounts to ledger
  • Create payment records in reservations
  • Notify finance of recorded deposits

Keep project managers' reservation deposits recorded and reconciled