Update payment totals on board when flag set
Update payment totals on board when flag set
When a payment flag flips on your board, received payment rows can lack totals and delay reconciliation. This writes summed totals back so billing staff get reconciled figures within minutes.
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Overview
Manual reconciliation of received payments slows month-end close; this flow pulls historical payments, sums them, and writes totals back to the board so billing staff have aligned figures. That means fewer exceptions and reconciled numbers available within minutes after the flag is set.