Keep IT managers alerted to retainer and fee payments
Keep IT managers alerted to retainer and fee payments
IT managers lose retainer and fee records from payment feeds, causing reconciliation gaps and missed client follow-up. This logs payments to a shared spreadsheet so account managers reconcile sooner.
Overview
Missed retainer and fee entries create reconciliation gaps and delayed client follow-up. This workflow ensures qualifying payments are written to a single spreadsheet and notifies account managers, producing faster reconciliation and fewer missed follow-ups. IT can lock down the flow once and remove manual checks from ongoing operations.
Notable Features
- Record qualifying payments to spreadsheet
- Filter payments by fee type
- Notify account managers on entry