Create paid revenue records and notify responsible consultants
Create paid revenue records and notify responsible consultants
Your payments post without job context, delaying revenue allocation. You get same-day matched revenue visibility and prompt consultant notifications for payroll and follow-up same day.
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Overview
When payments land without job context, revenue recognition and operations fall out of sync. This flow captures payments, creates matched revenue rows, and notifies the responsible consultant so billing can reconcile faster and consultants can act same day.