Project managers capture fixed fees for qualifying orders centrally
Project managers capture fixed fees for qualifying orders centrally
Project managers miss fee records on qualifying orders, causing reconciliation gaps. It records fees and totals to a central database after payment, so finance has accurate records for reconciliation.
Overview
Missed fee records create reconciliation gaps and reporting headaches for finance. This workflow ensures every qualifying order’s calculated fees and totals land in a central database after payment, eliminating missed records and giving finance reliable inputs for reconciliation. Expect clearer handoffs between project management and finance and fewer manual adjustments during close.
Notable Features
- Record calculated fees after payment
- Create central fee entries for finance
- Validate qualifying orders before recording