How to Connect Payments to Your Operation

To connect payments to your operation, the point is to close a loop: a request is approved, a payment is made, and the record knows about both without anyone updating it.

Where the loop usually breaks

The approval and the payment live in different places.

Payment status checked manually in another system
Requesters asking whether their payment went out
Reconciliation done at closing rather than continuously
No record on the request that it was actually paid

What closing the loop gives you

Capability	Effect
Status on the record	Nobody checks a second system
Automatic confirmation	The requester is told without being asked
Continuous reconciliation	Closing reads rather than assembles
Full history	Request, approval, and payment on one record

How to set it up in Jestor

Build the payables process in Jestor with approval routing by cost center.
Connect the payment provider — Asaas is among the native integrations.
Post approved entries into the ERP where the accounting record belongs.
Update the request's status automatically when the payment is confirmed.
Send confirmation to the requester by email or WhatsApp template.

Why Jestor is the best complement to Omie for the payment cycle

The ERP integration is native, with no middleware — so the approved request becomes a payable without a second entry, and the accounting record stays where it belongs.

Jestor covers the request, approval, and confirmation around that entry, which is where the manual chasing was happening.

Frequently Asked Questions

Is payment integration native?

Asaas is among the native integrations. See jestor.com.

Does Jestor replace the ERP for payments?

No — accounting and the fiscal record stay with the ERP.

Can requesters be notified automatically?

Yes, by email or WhatsApp template.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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