For IT directors: keep 90-day payment flags updated
For IT directors: keep 90-day payment flags updated
IT directors in consulting get push events that leave 90-day cleared-payment counts stale, risking missed qualification flags for collections. It updates counts on push for better prioritization.
Overview
Management consulting firms risk missed collections when 90-day qualifiers go stale. This workflow keeps cleared-payment counts and enrollment details updated on push events, turning stale reports into an actionable queue so finance can prioritize the right accounts.
Notable Features
- Update 90-day cleared counts
- Notify finance on qualification flags
- Append enrollment and status details