Online publishers: route same-day card payments to finance

Finance directors at online publishers miss same-day card approvals, risking missed allocations before processing cutoff. Scheduled checks create cases so finance assigns payments to Same Day batches.

Overview

Missed same-day card allocations create reconciliation headaches and can misdirect cash for online publishers. This workflow detects approved same-day transactions and opens contact-linked cases so finance assigns payments to Same Day batches before processing cutoff. Finance leaders report fewer missed allocations and clearer audit trails after adopting similar routing.

Notable Features

Detect approved same-day transactions
Create case linked to contact
Assign cases to finance queue