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Smart Bot

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BP

Batch Payment Reconciliation

Each month, this Bot reviews all bank deposits and reconciles to individual payments.

Industry:

Real Estate

Function:

Property Management

Steps

  1. Log in to Payment Processing Portal.
  2. Pull Batch Payment report.
  3. Match each payment to payments in Property Management Software.
  4. Add Deposit and select payments.
  5. Record any discrepancies.
  6. Update exceptions and results log.

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