School IT: capture payer emails into accounting records
School IT: capture payer emails into accounting records
IT admins at private schools see payment events missing customer emails, leaving transactions unmatched. Capture payer emails into accounting imports so finance can match transactions and speed reconciliation.
Overview
Payment events without customer emails leave small private schools with unmatched transactions and slower reconciliation. This workflow captures payer emails and enriches accounting import records so finance staff can match transactions to contacts and reduce reconciliation gaps. The result: fewer manual lookups, clearer audit trails, and faster month-end close.
Notable Features
- Add payer email to imports
- Flag missing emails for review
- Create or update accounting records