Masterclass
Closing the Day: End-of-Day Workflow & Payment Reconciliation
Tuesday, June 2, 2026
12:00 PM ET
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About the Masterclass
Closing out the day shouldn’t feel like a scavenger hunt. This session walks through the full end-of-day workflow — what happens at each step, why it matters, and how to close out your daily financial activity with confidence.
Heather will also introduce the new payment reconciliation feature, show you how to review unpaid sales, client credits, and returns before you close, and share Digitail Pay-specific tips to make your EOD cleaner and faster.
Key Takeaways
- An overview of the end-of-day workflow for closing out daily financial activity
- An introduction to the new payment reconciliation feature
- How to review unpaid sales, client credits, and returns before closing the day
- Digitail Pay-specific tips to streamline your end-of-day process
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