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Update finance record when a payment posts to accounting

Update finance record when a payment posts to accounting

Your payments aren't linked to campaign finance records, muddying attribution and delaying reports. Link payments to configured finance records so campaign revenue is reconciled same day.

Update finance record when a payment posts to accounting

Overview

Unlinked payments break campaign attribution and slow reporting for marketing ops. This flow ties each posted payment to the configured finance record and updates amounts so campaign managers see reconciled revenue the same day.

Update finance record when a payment posts to accounting