Log incoming online payments to your finance payment sheet

Your online payment notifications lack matter context and leave receipts unallocated in your finance queue. Add formatted payment rows and notify responsible owners so allocations happen the same day.

Overview

Incoming online payments often arrive without matter context, leaving billing staff to chase receipts. This workflow logs each payment as a clean ledger row and notifies the responsible owner, so allocations close the same day and reconciliation becomes straightforward.