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Create implementation fee tracking item for new requests

Create implementation fee tracking item for new requests

Your implementation fee submissions lack tracking, delaying invoices and reconciliation. The board item becomes a single billing record for action and reconciliation within minutes.

Create implementation fee tracking item for new requests

Overview

Stop letting implementation fees slip through spreadsheets and chat threads; this flow captures each incoming fee submission as a tracked billing record so billing staff always see what to invoice. Items appear on your finance board within minutes, enabling faster invoice issuance and same-day reconciliation readiness.

Create implementation fee tracking item for new requests