Marketing ops: keep payout records accurate after transfer updates
Marketing ops: keep payout records accurate after transfer updates
Marketing ops face reconciliation errors when transfer statuses don't update payouts. This flow updates linked payouts to Paid when transfers move from Approved, ensuring accurate records for finance.
Overview
Reconciliation gaps create payment disputes and extra manual work for marketing ops and finance. This workflow updates linked payouts to Paid when transfers change from Approved, eliminating manual corrections and ensuring reliable status visibility for reconciliation.
Notable Features
- Update linked payout records
- Filter transfers from Approved to Paid
- Notify finance and ops stakeholders