Create coach transaction rows from master training sheet
Create coach transaction rows from master training sheet
Your master transactions sheet buries per-coach payments and refunds, delaying reconciliation. Route each new row to its coach worksheet so payouts and refunds are ready before the next billing run.
Overview
When master transaction rows are handled manually, program coordinators and billing staff waste time routing entries and handling disputes. This flow automatically sends each transaction to the right coach worksheet and stamps processing dates so reconciliations and refunds are completed before the next billing run.