Trailhead alerts Finance when an agreement payment period is due and explains why the owner is owed, but accounting and the final payment belong to SettleWise.
Track
Owner Access Balances
Phase
Financial settlement
Starts with
Charge linked to SettleWise
Ends with
Owner financially settled
An owner charge is linked to a SettleWise bill or payout. Accounts reviews financial details, executes settlement and owns the final accounting state while Trailhead retains the operational reason.
An automatic agreement cadence becomes due with an amount owed, or Finance reviews a manual-cadence balance.
Weekly, every-two-weeks, and monthly cadences alert automatically; manual cadence waits for Finance, and no owner WhatsApp message is sent.
The payee and operational references make the financial record explainable.
Trailhead does not become a second Accounts Payable system.
This is the key moment: SettleWise records the real money movement and accounting result.
Paid, settled or voided remains financial truth in the accounting system.
Ops sees the outcome beside the operational reason without controlling payment.
Owns financial coding, payment and accounting state in SettleWise.
Keeps visibility into the Access reason and available settlement state.
Maintains the link between operational source and financial record.
The due-payment alert, vendor bill or payout, accounting impact and payment state
Why: Execute and own the financial settlement.
The Access reason and available linked financial state
Why: Understand the result without operating payment controls.
Trailhead alerts Finance and explains why the owner is owed; SettleWise decides and records how the owner is paid.