Create placement records in mastersheet from new placements
Create placement records in mastersheet from new placements
New placement records often miss fees or start dates, disrupting billing and tracking. This captures placements into a master sheet and alerts finance so records are complete before billing.
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Overview
Missing fees and dates slow invoicing and frustrate billing staff. This workflow writes each new placement into your canonical finance workbook, calculates recruiter splits, and alerts finance on missing fields so invoices are ready before the next billing run.