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Update campaign record with bank payment reference field

Update campaign record with bank payment reference field

Your campaign records miss bank payment references from finance checklists, causing reconciliation delays. It writes the short payment reference to the campaign record so billing can reconcile same day.

Update campaign record with bank payment reference field

Overview

Finance teams spend time reconciling payments when references are missing from campaign records. This flow writes the short bank payment reference into the campaign record as soon as the checklist is completed, so billing can reconcile transactions the same day.

Update campaign record with bank payment reference field