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- BNPL (Buy Now Pay Later)
- Process
- Reconcile provider activity
Reconcile provider activity
Credit Reviewer compares a provider movement with a confirmed instruction on the same financial account. The amount and confirmed occurrence date must also agree before the team records Matched; a near match stays open for investigation.
Step by step
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Confirm provider effect Finance Officer
Finance Officer records verified confirmation and the effective dates on the instruction.
- Finance Officer records verified confirmation and the effective dates on the instruction.
- Updates Applications, Assessment evidence
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Reconcile movements Credit Reviewer
Credit Reviewer compares source movement, account, amount and occurrence date with the confirmed instruction.
- Credit Reviewer compares source movement, account, amount and occurrence date with the confirmed instruction.
- Updates Reconciliation items, Financial accounts, Applications
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Resolve exceptions Credit Reviewer
Credit Reviewer investigates unmatched or exceptional items and reviews uncertain receipts.
- Credit Reviewer investigates unmatched or exceptional items and reviews uncertain receipts.
- Updates Reconciliation items, Operation receipts, Account snapshots
Who does what
Roles and permissions- Finance Officer
- , Credit Reviewer, Auditor.
- App Administrator
- Maintains organization membership and access without taking a financial decision.
Set up BNPL (Buy Now Pay Later) your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.