Send completed transfer confirmation email to the requester
Send completed transfer confirmation email to the requester
Your bank transfer rows marked complete leave requesters unsure and finance missing reconciliation context. Requesters get confirmation and outreach is logged same day.
Overview
When a transfer row is marked complete, requesters often wait without confirmation and finance spends time chasing reconciliation. This workflow sends immediate confirmations and records outreach so payments are acknowledged and reconciled the same day.