Problem Statement

Payments must be matched and posted accurately and promptly, and manual posting and balancing is slow and exception-heavy; unposted or misapplied cash distorts accounts receivable, ties up credit balances, and delays a clear view of what has truly been collected. When a charity payer has paid and other coverage is later found, the conflicting payments leave money sitting undistributed on the account. Sorting out the undistributed charity payments manually is detailed work, and until the cash is correctly distributed the account's true balance is obscured.

Automation Solution

This automation identifies accounts where charity-payer payments are undistributed because active insurance was later applied, updates the insurance to align with the undistributed transactions, and distributes the payment, leaving a credit for downstream refund, write-off, or reversal.