Project lead: create billables when students added to event

Project managers lose billable time when students join without matching customer records, causing missed charges. Create time entries and customer records so finance can invoice and reconcile payroll.

Overview

Missed billables and fragmented customer data create invoicing gaps and payroll headaches for finance. This workflow links every student enrollment to a time activity and customer record, eliminating missed charges and giving finance consistent ledgers for smoother reconciliation.

Notable Features

Create accounting time activities on enrollment
Create or update customer records
Tag entries for billing and payroll