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Payment evidence

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Payment cases

Your cases Finance cases

Keep the client's payment claim and Finance's review together in one case.

These records do not mark an order paid or release production.

Record the client's claim

Amount reported Currency Reported transfer date (optional) Who supplied this information? Where did they tell you? Transfer reference supplied (optional) Where is the supporting information? (optional) What should Finance know? (optional)

What are you correcting or answering?

The displayed claim and its supporting references will be shared with this packet's assigned Finance reviewer. A reference is text; this system does not fetch its document.

Record your Finance review

What did you find?

Account alias

When did you check?

Source reference for your check

Exact bank entry reference

Use the exact reference: case and internal spaces matter. No leading/trailing spaces; printable English characters only.

Credited amount you observed Currency you observed Bank booking date

Finance-only note (optional) Response for the reporter

This response is shared with the reporter. Bank fields and the Finance-only note are kept separate. Check that your response contains only what you intend to share.

Why are you correcting your earlier review?

Case history

Unfinished forms save privately. Returning to a prepared action never records it automatically.

Manage your saved forms

These are private form references. Cleanup does not restore access to their contents or erase recorded history.