Dashboard

• We built a dashboard that elevates your key firm data, latest and pending transactions, most recent payment requests, custodian data source status view, and an initial vendor matrix.

Payment Request Validation Checks

• We add three key validation checks to each payment request: cash coverage, standing letters of authorization, and repeat transactions.

Audit Log

• For every payment request, we added an audit log that records each step and validation check with a date and time stamp and status.