Staffing: log payment links to central quote ledger

Community managers lose payment follow-ups when 'Payment link sent' stays only in tasks. Log timestamped quotation entries to one spreadsheet so finance can reconcile and follow up.

Overview

Missed payment follow-ups and audit gaps slow reconciliation for staffing firms. This workflow captures every 'Payment link sent' update as a timestamped row in a central quotation ledger, eliminating audit gaps and enabling confident finance follow-up.

Notable Features

Log timestamped quotation entries
Notify finance of new entries
Create auditable payment trail