Route customer payments to finance channel, flag large fees
Route customer payments to finance channel, flag large fees
Incoming payments lack categorization, delaying reconciliation and handoffs. Post clear payment notices to finance so staff reconcile and triage payments same day.
Overview
When payments land without clear context, reconciliation stalls and team handoffs require manual digging. This flow routes qualifying payments straight to finance with payer context and flags larger coordination fees so staff can reconcile and triage same day.