Verified workflow guide: Explains the internal finance alerting pattern for withdrawals and reconciliation events.
1. Overview & Purpose
The finance task layer supports notifications for new withdrawals and reconciliation discrepancies across several payout sources including organization, registrar, ambassador, founder and vendor workflows.
2. What You Need
Access to the relevant finance queue and source record is required.
3. Step-by-Step Workflow
- Confirm which finance event triggered the alert.
- Identify the affected source record.
- Review the current status in the system.
- Escalate unresolved discrepancies through the authorized internal process.
4. Rules, Boundaries & Troubleshooting
Alerts should be investigated against the underlying record; do not treat an alert subject line as the complete financial evidence.
5. Verification & Next Steps
Close or escalate the issue only after the underlying record and corrective action are verified.