Keep registered agents' funded accounts logged and visible

Registered agents miss funded-account entries when payment notifications aren't captured, causing reconciliation gaps. It adds standardized rows to a central accounts sheet for timely reconciliation.

Overview

Registered agents risk reconciliation gaps and missed sales credit when funded accounts aren't recorded. This workflow captures incoming payment notifications and writes standardized rows to a central accounts sheet, eliminating missed entries and enabling timely reconciliation. Customers report clearer credit trails and fewer manual fixes.

Notable Features

Create standardized funded-account rows
Validate payment data before logging
Notify operations and sales managers