Populate placement fee percent on client engagement record
Populate placement fee percent on client engagement record
Your engagement items store fee labels instead of numeric percentages, creating billing gaps. Invoices and commissions are accurate before the next billing run.
Overview
Incomplete fee data slows billing and complicates commission reconciliation for engagement and finance teams. This workflow pulls the numeric percent from submitted fee labels and writes it into the engagement record so billing staff see correct fees before the next billing run.