Mark received invoices on accounts board from payments
Mark received invoices on accounts board from payments
Your invoice payments arrive in accounting but aren't shown on the accounts board, leaving receivables unclear. They are marked received with amounts on the board in minutes for faster reconciliation.
Overview
When payments post in accounting but aren't reflected on your operations board, reconciliation stalls and reporting is delayed. This flow writes payment status and amounts into the accounts board so billing staff and campaign managers see reconciled invoices within minutes.