Calculate and update termination fee totals on checklists
Calculate and update termination fee totals on checklists
Your termination checklists have separate deduction fields leaving totals uncalculated and refunds delayed. It calculates totals and updates the checklist so refunds and reports are ready same day.
Overview
When termination tasks leave deduction amounts scattered across fields, finance and compliance waste time reconciling. This flow centralizes calculations and writes reconciled totals back to the checklist, so refunds and billing actions can be taken the same day and manual fixes are avoided.