Notify finance of payments missing customer records promptly
Notify finance of payments missing customer records promptly
When a successful payment arrives without a matching customer or valid tax ID, ledger posting fails and reconciliation delays. It alerts finance to validate tax IDs and record payments before the next reconciliation run.
Overview
Unmatched successful payments often block ledger posting and slow reconciliation, creating extra manual work for finance. This flow routes those payments into your finance channel with cleaned tax IDs and context so coordinators can validate and record receipts within minutes ahead of reconciliation.