Business owners: link SEO charges to projects and agents
Business owners: link SEO charges to projects and agents
Business owners see charges arrive unlinked to SEO projects, creating billing gaps and manual reconciliation that cloud reporting. It links charges to the right SEO project and sales agent so billing and follow-up stay accurate.
Overview
Unlinked charges create billing gaps and noisy reconciliation that make it hard for business owners to trust financial reports. This workflow ties every charge to the correct SEO project and sales agent, eliminating unlinked transactions and reducing manual reconciliation. The result is accurate billing records, faster follow-up, and operations reporting fewer reconciliation tasks.
Notable Features
- Attach charges to the correct project
- Link sales agent to charge record
- Flag ambiguous charges for review