The new CFID (Charitable Funding Information Dashboard) tool doesn’t confirm when something has been uploaded to Tungsten but we would like it to

When we touch base with our customer success manager and she says we are behind on payment our first thought is that your team has not followed our process and loaded the invoice to Tungsten. If we had a way to easily confirm without pinging our AP team every time it would be helpful.

  • Guest
  • Apr 2 2024
  • Reviewed: Voting Open
Client Name Bread Financial
Employee Name Paulette Burks
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