Finance teams: create earned revenue when interviews close
Finance teams: create earned revenue when interviews close
Finance teams miss revenue when completed interviews don't create earned revenue records. It creates earned revenue entries on interview close so billing and reports stay accurate.
Overview
Missed earned revenue entries lead to billing mismatches and audit exposure for finance. This workflow turns each completed interview into precise earned revenue records with service quantities and audit notes, keeping invoices and reports aligned and people informed.
Notable Features
- Create earned revenue entries
- Allocate service quantities per interview
- Notify finance and production stakeholders