01Task
Reconcile the payment record
Due within 3 days
View details
Create a project task
Review the source and allocation of the payment recorded on [Payment date].
All workflows
draft
Payment reconciliation handoff
Route a newly recorded payment through the team’s reconciliation procedure.
Read-only example
Current draft
Revision 1YOUR WORKFLOW2 actions
STARTS WHEN
When an accepted record is created
- 02Wait
Wait before continuing
3 daysView details
3 days Review after 30 days if unresolved.
- 03Review
Review the handoff
Due within 3 daysView details
Request a review
Review the assigned work for [Record name] and confirm the next step.
Workflow complete after all applicable steps
All eligible paymentsScope & working hours
Mon, Tue, Wed, Thu, Fri · 09:00–17:00 · Project timezone