Project managers: keep ACH payments reconciled and logged

Project managers handling ACH forms face unreconciled submissions and bookkeeping gaps. This flow creates sales receipts and a central payments log, ensuring accurate reconciled records.

Overview

Unreconciled payment submissions create bookkeeping gaps and expose revenue risk. This workflow turns form submissions into sales receipts and a centralized payments log, eliminating reconciliation delays and giving project managers a clear, auditable transaction record.

Notable Features

Create sales receipts in accounting
Append entries to central payments log
Alert project managers on exceptions