Keep project managers' payment and agreement records up to date
Keep project managers' payment and agreement records up to date
Project managers lose reconciliation when payments aren't matched to agreements, causing billing confusion and stalled handoffs. It updates agreements and deal balances so billing can reconcile faster.
Overview
Payments that don't map to agreements create billing disputes and slow reconciliation for project managers. This workflow matches payments to the right agreement and updates deal balances, eliminating manual lookups and producing fewer reconciliation errors and faster handoffs.
Notable Features
- Match payments to agreement records
- Update deal balances on receipt
- Alert billing for unmatched payments