Project managers get payment alerts tied to projects
Project managers get payment alerts tied to projects
Project managers miss payments for legacy accounts, causing reconciliation gaps and delayed billing. Payment alerts notify finance and project teams so receipts are reconciled and follow-ups begin.
Overview
Missed payment confirmations create reconciliation gaps and stall project billing, exposing finance to audit risk. This workflow routes successful payments to finance and project managers and links receipts to the related project so receipts are reconciled faster and follow-ups start immediately.
Notable Features
- Notify finance and project teams
- Attach payment details to project
- Flag discrepancies for review