Update master payment status from monthly needs list
Update master payment status from monthly needs list
Your outstanding payment rows often lack matching invoices, forcing manual lookups and billing delays. It stamps the master row with a reconciliation date so billing clears issues before the next run.
Overview
As president you need clean books and fast resolution of unpaid items; this flow reconciles your outstanding payments list against accounting each month so billing staff stop chasing missing invoices. It stamps resolved rows with a reconciliation date, ensuring issues are cleared before the next billing run.