Post fee update alerts and log client changes
Post fee update alerts and log client changes
You receive fee-change submissions in your handover sheet without immediate visibility, leaving billing and advisers unsure which client fees changed. It alerts staff and logs changes same day.
Overview
Fee updates submitted through handovers often lack immediate visibility and create billing friction. This flow alerts billing staff and advisers and writes each change to a central log so fee updates are visible and reconciled same day.